Think Sarasin
View our latest insights on the matters that impact your investments
Q3 2024
HOUSE REPORT RUNNING ON EMPTY
We are in the middle of an extraordinary year for the global electorate. With our own political backdrop having changed so decisively, and the US election fast approaching, we are thirsty for details which will impact global economic progress.
Guy Monson, our Chief Market Strategist, sets out what investors should focus on.
Read the full articleLatest insights
Six Minute Strategy: Regime Change in Washington
Equity markets have risen strongly since Donald Trump’s decisive victory in the US presidential election. The sustainability of this US-centric rally, however, will likely hinge on the trajectory of bond yields. In our latest Six Minute Strategy video, Guy Monson, Chief Market Strategist, is joined by Dr Subitha...
Watch video >
Donald Trump’s decisive win heralds a regime shift for the US and the global order
Having had time to follow the results and market reaction to the last week’s US presidential election, we take a closer look at Donald Trump’s key policies around lower taxes, higher tariffs, deregulation, and tighter borders, and assess what this could all mean for investors on a global...
Read more >
Six Minute Strategy: UK Budget - back to 'big state' economics
October’s UK Budget represented what may be one of the largest increases in spending, tax, and borrowing of any fiscal event in history. Spending policies will add a colossal 2.2% a year of GDP or £69.5bn - £45bn on current spending and £24bn on capital spending. This will...
Watch video >
Six minute strategy: Is the ‘Japanification’ of the Chinese property market inevitable?
Chinese authorities have been busy cutting interest rates and promising fiscal stimulus, but this doesn’t yet minimise the risk that the property market slips into Japanese-style, multi-year deflation. The question for investors is whether the latest policy moves are just a de-risking step by the authorities, or in...
Watch video >
Defying crisis
While US financial dominance persists for now, the geopolitical landscape is shifting toward a multipolar world, a theme that will increasingly influence global investment over time. Can global markets continue to thrive amid today’s growing geopolitical turmoil? Despite a formidable list of geopolitical concerns, asset markets were surprisingly...
Read more >
Mapping a multipolar world
The geopolitical landscape is undergoing a profound transformation. US hegemony, which followed the end of the Cold War, is giving way to an unbalanced multipolar world. China's rapid economic and military rise is creating a new ‘pole’, while other emerging nations are charting their own independent courses. The...
Read more >