Think Sarasin
View our latest insights on the matters that impact your investments
Q2 2025 HOUSE REPORT
SECURITY: A NEW THEME SHAPING OUR INVESTMENT APPROACH
We have updated our global thematic approach to investing by introducing a sixth major theme: Security. What does this entail, and why introduce it now?
Read the full articleLatest insights
Why stewardship matters more than ever
President Trump has long extolled the virtues of tariffs. Until the first week of April, however, investors had largely been flying blind. The announcement in the White House Rose Garden of sweeping “reciprocal” tariffs has now brought clarity, of a sort. The rates and scope applied, to friend and foe alike, are more aggressive than even the most hawkish commentators had anticipated.
Read more >
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....
Read more >
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...
Read more >
Net Zero – the upside
In a Q&A session at Sarasin & Partners’ 2024 Spring Seminars, Natasha Landell-Mills, Partner and Head of Stewardship and Ben McEwen, Climate Analyst discussed progress towards net zero and its often-overlooked investment upside. There can be little doubt that climate change is one of the biggest threats we...
Read more >
COP28: the market is getting behind net zero
Let’s face it. Despite world leaders putting on a brave face at the latest round of international climate negotiations – the 28th Conference of Parties (COP28) – the headline result fell dangerously short of what is required. It speaks volumes that this was the first COP to acknowledge...
Read more >
Ethical AI: Trick or Treat?
Governments, companies and investors all have roles to play in ensuring that AI is a force for good. We invest in a number of companies for whom artificial intelligence (AI) is a key element in their business models and plans for future growth. As investors, we recognise the...
Read more >