Think Sarasin

Investors will remember 2024 as the year of the market correction that never arrived. Despite geopolitical turmoil in Europe and the Middle East, escalating trade tensions with China, mostly every major equity market delivered positive returns. Even the Republican ‘clean sweep’ in Washington, which most saw as a...

In 2024, we’ve endured wars, political crises, and trade battles, yet global equity markets have continued to push forward. In our latest Six Minute Strategy video, Guy Monson, Chief Market Strategist, discusses this global market resilience, most recently seen following Donald Trump’s decisive victory in the US presidential...

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...

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...

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...