![\"\"](\"https:\/\/sarasinandpartners.com\/za\/wp-content\/uploads\/2026\/01\/iStock-827715068-1024x683.jpg\")
<\/a><\/p>\r\n\r\n![\"\"](\"https:\/\/sarasinandpartners.com\/za\/wp-content\/uploads\/2026\/01\/Thematic-investing-350x284.jpg\")
<\/a> 16 January 2026 4 mins\r\nBanking regulation: rhetoric versus reality<\/a><\/h2>\r\n\r\nBank regulation is being revisited, particularly in the US, but this is more refinement than deregulation. Basel 3 is still set to push capital requirements higher, and any changes are unlikely to significantly lift bank lending. Meanwhile, higher post-Covid interest rates and resilient credit quality have driven record or near-record profitability across much of the sector.<\/p>\r\n Read more > <\/a> <\/article>\r\n\r\n ![\"\"](\"https:\/\/sarasinandpartners.com\/za\/wp-content\/uploads\/2026\/01\/ViewfromtheCMS-350x284.jpg\")
<\/a> 16 January 2026 4 mins\r\nLoose money, hard power<\/a><\/h2>\r\n\r\nThe past 12 months have delivered an extraordinary sequence of geopolitical shocks, many of them coming directly or indirectly from the Trump White House. They began in April last year...<\/p>\r\n Read more > <\/a> <\/article>\r\n\r\n ![\"\"](\"https:\/\/sarasinandpartners.com\/za\/wp-content\/uploads\/2026\/01\/Economist-outlook-350x284.jpg\")
<\/a> 15 January 2026 4 mins\r\nMarket regimes, and why they matter<\/a><\/h2>\r\n\r\nAt Sarasin, a key part of how we assess investment opportunities - particularly within equities - is through the lens of market regimes...<\/p>\r\n Read more > <\/a> <\/article>\r\n\r\n ![\"\"](\"https:\/\/sarasinandpartners.com\/za\/wp-content\/uploads\/2026\/01\/Investment-focus-350x284.jpg\")
<\/a> 15 January 2026 4 mins\r\nAI: history, investment, and the economic path ahead<\/a><\/h2>\r\n\r\nAI hype is nothing new, but only now is it beginning to fulfil its potential. It is shifting from an experiment layered on top of the economy to a core part of how the economy operates, even if the biggest breakthroughs will take time to deliver.<\/p>\r\n Read more > <\/a> <\/article>\r\n\r\n ![\"\"](\"https:\/\/sarasinandpartners.com\/za\/wp-content\/uploads\/2025\/12\/web-image-six-minute-strat-101225-350x284.jpg\")
<\/a> 11 December 2025 < 1 min\r\nSix Minute Strategy: Opportunities for a fragmented world<\/a><\/h2>\r\n\r\nAfter what had been an almost uninterrupted bull run across global equity markets following President Trump's 'Liberation Day' speech on 2 April, markets have finally paused for breath.<\/p>\r\n Watch video > <\/a> <\/article>\r\n\r\n ![\"\"](\"https:\/\/sarasinandpartners.com\/za\/wp-content\/uploads\/2025\/11\/web-image-budget-25-350x284.jpg\")
<\/a> 27 November 2025 4 mins\r\nUK Budget Review - Spend now, tax later<\/a><\/h2>\r\n\r\nLabour's budget will expand public spending and taxes significantly for a second straight year. It is a missed opportunity for more substantial reform. Many of the targeted measures - higher taxes on pensions, dividends and savings - disincentivise investment and run counter to the government's long-term objective of\u2026<\/p>\r\n Read more > <\/a> <\/article>\r\n\r\nESG Spotlight<\/h3>\r\nOur commitment to sustainable investment outcomes: Net Zero Asset Managers (NZAM) initiative<\/h4>\r\n
As a long-term and responsible steward of our clients' assets, Sarasin & Partners LLP\u2026<\/p>\r\n
<\/a> 16 January 2026 4 mins\r\nLoose money, hard power<\/a><\/h2>\r\n\r\nThe past 12 months have delivered an extraordinary sequence of geopolitical shocks, many of them coming directly or indirectly from the Trump White House. They began in April last year...<\/p>\r\n Read more > <\/a> <\/article>\r\n\r\n <\/a> 15 January 2026 4 mins\r\nMarket regimes, and why they matter<\/a><\/h2>\r\n\r\nAt Sarasin, a key part of how we assess investment opportunities - particularly within equities - is through the lens of market regimes...<\/p>\r\n Read more > <\/a> <\/article>\r\n\r\n <\/a> 15 January 2026 4 mins\r\nAI: history, investment, and the economic path ahead<\/a><\/h2>\r\n\r\nAI hype is nothing new, but only now is it beginning to fulfil its potential. It is shifting from an experiment layered on top of the economy to a core part of how the economy operates, even if the biggest breakthroughs will take time to deliver.<\/p>\r\n Read more > <\/a> <\/article>\r\n\r\n <\/a> 11 December 2025 < 1 min\r\nSix Minute Strategy: Opportunities for a fragmented world<\/a><\/h2>\r\n\r\nAfter what had been an almost uninterrupted bull run across global equity markets following President Trump's 'Liberation Day' speech on 2 April, markets have finally paused for breath.<\/p>\r\n Watch video > <\/a> <\/article>\r\n\r\n <\/a> 27 November 2025 4 mins\r\nUK Budget Review - Spend now, tax later<\/a><\/h2>\r\n\r\nLabour's budget will expand public spending and taxes significantly for a second straight year. It is a missed opportunity for more substantial reform. Many of the targeted measures - higher taxes on pensions, dividends and savings - disincentivise investment and run counter to the government's long-term objective of\u2026<\/p>\r\n Read more > <\/a> <\/article>\r\n\r\nESG Spotlight<\/h3>\r\nOur commitment to sustainable investment outcomes: Net Zero Asset Managers (NZAM) initiative<\/h4>\r\n
As a long-term and responsible steward of our clients' assets, Sarasin & Partners LLP\u2026<\/p>\r\n
<\/a> 15 January 2026 4 mins\r\nMarket regimes, and why they matter<\/a><\/h2>\r\n\r\nAt Sarasin, a key part of how we assess investment opportunities - particularly within equities - is through the lens of market regimes...<\/p>\r\n Read more > <\/a> <\/article>\r\n\r\n <\/a> 15 January 2026 4 mins\r\nAI: history, investment, and the economic path ahead<\/a><\/h2>\r\n\r\nAI hype is nothing new, but only now is it beginning to fulfil its potential. It is shifting from an experiment layered on top of the economy to a core part of how the economy operates, even if the biggest breakthroughs will take time to deliver.<\/p>\r\n Read more > <\/a> <\/article>\r\n\r\n <\/a> 11 December 2025 < 1 min\r\nSix Minute Strategy: Opportunities for a fragmented world<\/a><\/h2>\r\n\r\nAfter what had been an almost uninterrupted bull run across global equity markets following President Trump's 'Liberation Day' speech on 2 April, markets have finally paused for breath.<\/p>\r\n Watch video > <\/a> <\/article>\r\n\r\n <\/a> 27 November 2025 4 mins\r\nUK Budget Review - Spend now, tax later<\/a><\/h2>\r\n\r\nLabour's budget will expand public spending and taxes significantly for a second straight year. It is a missed opportunity for more substantial reform. Many of the targeted measures - higher taxes on pensions, dividends and savings - disincentivise investment and run counter to the government's long-term objective of\u2026<\/p>\r\n Read more > <\/a> <\/article>\r\n\r\nESG Spotlight<\/h3>\r\nOur commitment to sustainable investment outcomes: Net Zero Asset Managers (NZAM) initiative<\/h4>\r\n
As a long-term and responsible steward of our clients' assets, Sarasin & Partners LLP\u2026<\/p>\r\n
<\/a> 15 January 2026 4 mins\r\nAI: history, investment, and the economic path ahead<\/a><\/h2>\r\n\r\nAI hype is nothing new, but only now is it beginning to fulfil its potential. It is shifting from an experiment layered on top of the economy to a core part of how the economy operates, even if the biggest breakthroughs will take time to deliver.<\/p>\r\n Read more > <\/a> <\/article>\r\n\r\n <\/a> 11 December 2025 < 1 min\r\nSix Minute Strategy: Opportunities for a fragmented world<\/a><\/h2>\r\n\r\nAfter what had been an almost uninterrupted bull run across global equity markets following President Trump's 'Liberation Day' speech on 2 April, markets have finally paused for breath.<\/p>\r\n Watch video > <\/a> <\/article>\r\n\r\n <\/a> 27 November 2025 4 mins\r\nUK Budget Review - Spend now, tax later<\/a><\/h2>\r\n\r\nLabour's budget will expand public spending and taxes significantly for a second straight year. It is a missed opportunity for more substantial reform. Many of the targeted measures - higher taxes on pensions, dividends and savings - disincentivise investment and run counter to the government's long-term objective of\u2026<\/p>\r\n Read more > <\/a> <\/article>\r\n\r\nESG Spotlight<\/h3>\r\nOur commitment to sustainable investment outcomes: Net Zero Asset Managers (NZAM) initiative<\/h4>\r\n
As a long-term and responsible steward of our clients' assets, Sarasin & Partners LLP\u2026<\/p>\r\n
<\/a> 11 December 2025 < 1 min\r\nSix Minute Strategy: Opportunities for a fragmented world<\/a><\/h2>\r\n\r\nAfter what had been an almost uninterrupted bull run across global equity markets following President Trump's 'Liberation Day' speech on 2 April, markets have finally paused for breath.<\/p>\r\n Watch video > <\/a> <\/article>\r\n\r\n <\/a> 27 November 2025 4 mins\r\nUK Budget Review - Spend now, tax later<\/a><\/h2>\r\n\r\nLabour's budget will expand public spending and taxes significantly for a second straight year. It is a missed opportunity for more substantial reform. Many of the targeted measures - higher taxes on pensions, dividends and savings - disincentivise investment and run counter to the government's long-term objective of\u2026<\/p>\r\n Read more > <\/a> <\/article>\r\n\r\nESG Spotlight<\/h3>\r\nOur commitment to sustainable investment outcomes: Net Zero Asset Managers (NZAM) initiative<\/h4>\r\n
As a long-term and responsible steward of our clients' assets, Sarasin & Partners LLP\u2026<\/p>\r\n
<\/a> 27 November 2025 4 mins\r\nUK Budget Review - Spend now, tax later<\/a><\/h2>\r\n\r\nLabour's budget will expand public spending and taxes significantly for a second straight year. It is a missed opportunity for more substantial reform. Many of the targeted measures - higher taxes on pensions, dividends and savings - disincentivise investment and run counter to the government's long-term objective of\u2026<\/p>\r\n Read more > <\/a> <\/article>\r\n\r\nESG Spotlight<\/h3>\r\nOur commitment to sustainable investment outcomes: Net Zero Asset Managers (NZAM) initiative<\/h4>\r\n
As a long-term and responsible steward of our clients' assets, Sarasin & Partners LLP\u2026<\/p>\r\n
ESG Spotlight<\/h3>\r\nOur commitment to sustainable investment outcomes: Net Zero Asset Managers (NZAM) initiative<\/h4>\r\n
As a long-term and responsible steward of our clients' assets, Sarasin & Partners LLP\u2026<\/p>\r\n