Think Sarasin
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Latest insights
Is your portfolio ready for the post-COVID world?
Three of our analysts give us their view on the themes they're in charge of, and how the pandemic has emphasised the positive thematic attributes of our investments. Contributions from Alex Cobbold (Automation), Alex Hunter (Ageing), and Jeneiv Shah (Evolving Consumption) Regular readers of our website will be…
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Market news – 29 June 2020
Survey-based data improved The eurozone composite PMI increased to 47.5 in June (May:31.9, April: 13.6), marking a sharp recovery from earlier in the year but still indicating moderate contraction. The services sector drove the majority of the increase, +16.8 points to 47.3 over the month, whilst manufacturing rose…
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Managing the aftermath of lockdown
As the UK government begins to ease lockdown and a sense of normality ensues, the outlook for investors still remains uncertain. This week, CIO Guy Monson focuses on the speed and tempo of easing lockdown measures and the potential impact on the economy. Download the Global Strategy…
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Market news – 23 June 2020
Bank of England stay on script; Fed commences buying corporate bonds in secondary The Bank of England left markets slightly underwhelmed after giving no clear signal of further easing policy at their June Monetary Policy Committee meeting. The MPC committed to expand their balance sheet by an additional £100bn, as…
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