{"id":10445,"date":"2025-10-07T09:28:06","date_gmt":"2025-10-07T08:28:06","guid":{"rendered":"https:\/\/sarasinandpartners.com\/za\/think\/investment-insights-the-vital-role-of-regimes\/"},"modified":"2025-10-23T10:39:04","modified_gmt":"2025-10-23T09:39:04","slug":"investment-insights-the-vital-role-of-regimes","status":"publish","type":"post","link":"https:\/\/sarasinandpartners.com\/za\/think\/investment-insights-the-vital-role-of-regimes\/","title":{"rendered":"Investment insights: The vital role of regimes"},"content":{"rendered":"<p>How do we invest at Sarasin? Here\u2019s a dive into our investment process, and how we classify economic regimes \u2013 an approach that today informs our preference for equities.<\/p>\n<p>In the latest of our Investment Insights video series, Subitha Subramaniam, Chief Economist and Partner, talks to Michael Jervis, Multi-Asset Portfolio Manager, about the importance of regimes \u2013 the foundations on which an investment environment is built over a number of years.<\/p>\n<p>The conversation covers how these regimes drive investment outcomes. With today\u2019s sticky inflation and relatively higher interest rates, investors are looking for opportunities that can protect against rising prices. In Sarasin\u2019s case, this means a long-term positive view on equities, a preference for shorter-maturity bonds, and gold as a preferred diversifier.<\/p>\n<p>Make sure to watch the video for the full discussion, and remember to <a href=\"https:\/\/sarasinandpartners.com\/about\/why-thematic\/\">check out our other recent video in to how we invest thematically at Sarasin<\/a>.<\/p>\n<div style=\"padding: 0% 0 0 0; position: relative;\"><div class=\"responsive-container\"><iframe style=\"position: absolute; top: 0; left: 0; width: 100%; height: 100%;\" title=\"Investment Insights: The vital role of regimes\" src=\"https:\/\/player.vimeo.com\/video\/1129812928?badge=0&amp;autopause=0&amp;player_id=0&amp;app_id=58479\" frameborder=\"0\"><\/iframe><\/div><\/div>\n<p><script src=\"https:\/\/player.vimeo.com\/api\/player.js\"><\/script><br \/>\n<script src=\"https:\/\/player.vimeo.com\/api\/player.js\"><\/script><\/p>\n<hr \/>\n<p><strong>Important information<\/strong><\/p>\n<p><strong>This document is intended for retail investors and\/or private clients. You should not act or rely on this document but should contact your professional adviser.<\/strong><\/p>\n<p>This document has been issued by Sarasin &amp; Partners LLP of Juxon House, 100 St Paul\u2019s Churchyard, London, EC4M 8BU, a limited liability partnership registered in England and Wales with registered number OC329859, and which is authorised and regulated by the Financial Conduct Authority with firm reference number 475111.<\/p>\n<p>This document has been prepared for marketing and information purposes only and is not a solicitation, or an offer to buy or sell any security. The information on which the material is based has been obtained in good faith, from sources that we believe to be reliable, but we have not independently verified such information and we make no representation or warranty, express or implied, as to its accuracy. All expressions of opinion are subject to change without notice.<\/p>\n<p>This document should not be relied on for accounting, legal or tax advice, or investment recommendations. Reliance should not be placed on the views and information in this material when taking individual investment and\/or strategic decisions.<\/p>\n<p><strong>The value of investments and any income derived from them can fall as well as rise and investors may not get back the amount originally invested.<\/strong>\u00a0If investing in foreign currencies, the return in the investor\u2019s reference currency may increase or decrease as a result of currency fluctuations.\u00a0<strong>Past performance is not a reliable indicator of future results and may not be repeated. Forecasts are not a reliable indicator of future performance.<\/strong><\/p>\n<p>Neither Sarasin &amp; Partners LLP nor any other member of the J. Safra Sarasin Holding Ltd group accepts any liability or responsibility whatsoever for any consequential loss of any kind arising out of the use of this document or any part of its contents. The use of this document should not be regarded as a substitute for the exercise by the recipient of their own judgement. Sarasin &amp; Partners LLP and\/or any person connected with it may act upon or make use of the material referred to herein and\/or any of the information upon which it is based, prior to publication of this document.<\/p>\n<p>Where the data in this document comes partially from third-party sources the accuracy, completeness or correctness of the information contained in this publication is not guaranteed, and third-party data is provided without any warranties of any kind. Sarasin &amp; Partners LLP shall have no liability in connection with third-party data.<\/p>\n<p>\u00a9 2025 Sarasin &amp; Partners LLP \u2013 all rights reserved. This document can only be distributed or reproduced with permission from Sarasin &amp; Partners LLP. Please contact\u00a0marketing@sarasin.co.uk.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>How do we invest at Sarasin? Here\u2019s a dive into our investment process, and how we classify economic regimes \u2013 an approach that today informs our preference for equities. In the latest of our Investment Insights video series, Subitha Subramaniam, Chief Economist and Partner, talks to Michael Jervis, Multi-Asset Portfolio Manager, about the importance of...<\/p>\n","protected":false},"author":95,"featured_media":14586,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[28],"tags":[],"coauthors":[236,89],"class_list":["post-10445","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-markets"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.4 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Investment insights: The vital role of regimes - Sarasin &amp; Partners South Africa<\/title>\n<meta name=\"description\" content=\"How do we invest at Sarasin? We dive into our investment process, and how we classify economic regimes \u2013 an approach that today informs our preference for equities.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/sarasinandpartners.com\/za\/think\/investment-insights-the-vital-role-of-regimes\/\" \/>\n<meta property=\"og:locale\" content=\"en_GB\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Investment insights: The vital role of regimes - Sarasin &amp; Partners South Africa\" \/>\n<meta property=\"og:description\" content=\"How do we invest at Sarasin? We dive into our investment process, and how we classify economic regimes \u2013 an approach that today informs our preference for equities.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/sarasinandpartners.com\/za\/think\/investment-insights-the-vital-role-of-regimes\/\" \/>\n<meta property=\"og:site_name\" content=\"Sarasin &amp; Partners South Africa\" \/>\n<meta property=\"article:published_time\" content=\"2025-10-07T08:28:06+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2025-10-23T09:39:04+00:00\" \/>\n<meta name=\"author\" content=\"Michael Jervis, Subitha Subramaniam\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:creator\" content=\"@sarasinpartners\" \/>\n<meta name=\"twitter:site\" content=\"@sarasinpartners\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Michael Jervis, Subitha Subramaniam\" \/>\n\t<meta name=\"twitter:label2\" content=\"Estimated reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"3 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\\\/\\\/sarasinandpartners.com\\\/za\\\/think\\\/investment-insights-the-vital-role-of-regimes\\\/#article\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/sarasinandpartners.com\\\/za\\\/think\\\/investment-insights-the-vital-role-of-regimes\\\/\"},\"author\":{\"name\":\"Michael Jervis\",\"@id\":\"https:\\\/\\\/sarasinandpartners.com\\\/za\\\/#\\\/schema\\\/person\\\/4c00d6a76642b16869b389ab285b9b92\"},\"headline\":\"Investment insights: The vital role of regimes\",\"datePublished\":\"2025-10-07T08:28:06+00:00\",\"dateModified\":\"2025-10-23T09:39:04+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\\\/\\\/sarasinandpartners.com\\\/za\\\/think\\\/investment-insights-the-vital-role-of-regimes\\\/\"},\"wordCount\":607,\"publisher\":{\"@id\":\"https:\\\/\\\/sarasinandpartners.com\\\/za\\\/#organization\"},\"image\":{\"@id\":\"https:\\\/\\\/sarasinandpartners.com\\\/za\\\/think\\\/investment-insights-the-vital-role-of-regimes\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/sarasinandpartners.com\\\/za\\\/wp-content\\\/uploads\\\/2024\\\/01\\\/RJM_WEB.jpg\",\"articleSection\":[\"Markets\"],\"inLanguage\":\"en-GB\"},{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/sarasinandpartners.com\\\/za\\\/think\\\/investment-insights-the-vital-role-of-regimes\\\/\",\"url\":\"https:\\\/\\\/sarasinandpartners.com\\\/za\\\/think\\\/investment-insights-the-vital-role-of-regimes\\\/\",\"name\":\"Investment insights: The vital role of regimes - Sarasin &amp; Partners South Africa\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/sarasinandpartners.com\\\/za\\\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\\\/\\\/sarasinandpartners.com\\\/za\\\/think\\\/investment-insights-the-vital-role-of-regimes\\\/#primaryimage\"},\"image\":{\"@id\":\"https:\\\/\\\/sarasinandpartners.com\\\/za\\\/think\\\/investment-insights-the-vital-role-of-regimes\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/sarasinandpartners.com\\\/za\\\/wp-content\\\/uploads\\\/2024\\\/01\\\/RJM_WEB.jpg\",\"datePublished\":\"2025-10-07T08:28:06+00:00\",\"dateModified\":\"2025-10-23T09:39:04+00:00\",\"description\":\"How do we invest at Sarasin? 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