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Q4 2025 HOUSE REPORT
A FOCUS ON QUALITY
Our latest House Report sets us up for the final stretch of 2025 – a period that may yet define how we look back on the year as a whole.
Markets since April have largely been dominated by the share prices of lower-quality companies, particularly in areas such as unprofitable technology and “meme” stocks. We believe this is on course to reverse, bringing our commitment to quality back into favour.
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Out of scope, out of mind: rethinking carbon accounting
Decarbonisation strategies must be rooted in market fundamentals not carbon footprinting. Emissions scopes are good for measurement but not for management.
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Don't roll back the clock on audit oversight
Robust and independent audit is one of our key stewardship priorities. We seek to promote accounting practices that support long-term capital preservation and value creation. That means ensuring prudence to prevent overstatement, and maintain transparency around capital strength to help contain excessive risk-taking...
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Shaping the future of ethical AI
At Sarasin, we believe investors have both the responsibility and the influence to shape a safer AI future. Through persistent engagement, coalition-building and public advocacy, we will continue to push for ethical AI, ensuring technology serves society, not the other way around.
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Why stewardship matters more than ever
As we are witnessing across many industries, the ripple effects from President Trump’s return to the White House are global. In asset management, proclamations of sustainability or net zero are being scrubbed from marketing material with little sign of regret. To some, it seems sustainability was often a convenient pastime that has run its course.
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Equinor and Norway: can they turn Paris promises into action?
On May 14, shareholders in Norwegian oil and gas major Equinor will be given a vote on whether the company should increase the pace of its low-carbon transition. The shareholder resolution asks the Board to ensure Equinor’s strategy and investment plans are consistent with the Paris Agreement goals....
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The devil’s in the detail: spotting climate winners and losers
We get to know our companies comprehensively. When it comes to climate change, we use a proprietary, forward-looking approach to weighing individual companies’ prospects as the world warms. Active investment managers spend a lot of time assessing the outlook for individual companies. But when it comes to estimating...
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