Think Sarasin

At Sarasin & Partners we have long pioneered a global, thematic approach to investing. This thematic philosophy is encapsulated in our view that markets underappreciate the impact of structural trends. Here, we explain how that approach works. Structural trends are long-term forces that shape behaviours, societies, industries, and...

Semiconductors, driven by AI’s need for power-hungry GPUs, have seen significant growth, but challenges remain. Sarasin invests in key stocks, while monitoring concerns of a price ‘bubble’. Semiconductors may not be the first things that come to mind when we think of our tech devices, but they are...

A year ago, we wrote that the generative AI hype was rooted in genuine breakthroughs, forecasting significant long-term impacts and identifying hardware players as clear beneficiaries. Since then, AI has continued to dominate both news headlines and stock market performance, with the gap between perceived AI winners and...

They are illiquid, hard to access, difficult to research and not especially transparent. So what accounts for the 16x growth of private assets over the past 30 years to become an £8 trillion juggernaut[1]? Not long after the dawn of my investment career – let’s say the 1990s...