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BEYOND THE BARREL
Q2 2026 HOUSE REPORT
Our latest House Report examines the investment implications of conflict in Iran, both for financial markets – where equities have remained remarkably resilient so far in 2026 – and for the longer-term energy transition.
From another angle, we also examine the dominance of AI-led investing, questioning whether it signals a lasting shift in markets or the risk of a developing bubble.
Latest insights
How an oil crisis accelerates energy transition
Energy shocks may boost fossil fuels briefly, but reinforce the shift to cleaner energy systems.
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Accountability is security
Strong governance and shareholder rights are critical to market stability in a more uncertain world.
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Investment insights: strategy, stewardship and service in our Charities team
Sarasin & Partners’ offering for Charities is built around three core principles: strategy, stewardship and service. In our latest Insights video, Melanie Roberts, Head of Charities, and Mashrufa Miah, Senior Investment Manager, outline how this works in practice. Among our priorities, the team is focused on helping charities...
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Investment insights: our commitment to stewardship
At Sarasin, engaged stewardship has long been at the heart of our global, thematic approach to investing. In the latest in our Investment Insights video, Natasha Landell-Mills, Head of Stewardship, and Julia Shatikova, Ownership Lead, talk though how we work as long-term stewards of our clients’ assets. The...
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Accountability in action
Following proxy season, the stewardship team turned its attention in the final quarter of the year to writing to Chairs or Senior Independent Directors of our key engagement priorities to explain our votes and set out key expectations for the year ahead. We sent over 50 post-proxy letters...
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Stewardship Focus - Raising the bar on human and labour rights
Human rights risks have become increasingly material for companies and long-term investors alike. Here we highlight some of our stewardship work in this area with the publication of a new policy.
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