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HOUSE REPORT - Q2 2024
Staying the course
Investors have experienced a positive first quarter of the year, with markets reaching new highs against a backdrop in which economic and market traffic lights have increasingly turned green.
While this will likely continue to support global equity markets, quality and focus will be key going forward.
Guy Monson, our Chief Market Strategist, sets out what investors should focus on.
Latest insights
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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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...
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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...
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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...
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