Sarasin & Partners LLP

Semiconductors, driven by AI’s need for power-hungry GPUs, have seen significant growth, but challenges remain. Sarasin invests in key stocks, while monitoring concerns of a price ‘bubble’. Read more: https://lnkd.in/eVdJaaV8

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 fact are they the beginning of a larger and more determined stimulus programme? Guy Monson, Chief Market Strategist, Subitha Subramaniam, the Chair of our investment policy committee, discuss the investment implications for China, as well as wider global markets. https://lnkd.in/ez8Myfap

This week, Sarasin & Partners’ Diversity & Inclusion team organised an event for colleagues around women’s health, superbly hosted by Angela Senese, Registered Nutritional Therapist, Nutrigenomics & Functional Medicine Practitioner. Timed to coincide with #WorldMenopauseDay, the event focused on navigating the #perimenopause and #menopause journey. The aim was to increase awareness around the topic, provide colleagues with ideas and tools to deal with change, and shed light on what support may be needed and supplied. Thank you to Angela, and all who attended. #womenshealth #diversityandinclusion

Geopolitical uncertainty is the second largest risk facing global fund managers after a potential US Recession according to the latest Bank Of America Global Fund Manager Survey. Why? Regional conflicts and geopolitical strains are highlighting significant fragilities in today’s global energy markets and potential supply chain disruption. Sarasin & Partners LLP have partnered with Sesame Bankhall Group to highlight this across their latest advisory events. We are presenting next week at Warrington, Durham and South Yorkshire. #geopolitics #assetmanagement #dfm

Despite ongoing geopolitical concerns, global assets saw positive performance in the third quarter of the year. How are markets defying crisis, and how long might it last? Read more in Guy Monson's lead article for this quarter's House Report: https://ow.ly/Uk5450TKVEO #Geopolitics #Economics #Markets

We are delighted to be sponsoring this year's Charity Finance Group Annual Dinner tomorrow, where Melanie Roberts, our Head of Charities, will deliver a short speech before the meal. We look forward to seeing everyone there! If you're attending, please do come and say hello to our team.

Despite an array of geopolitical challenges, global markets delivered unexpectedly strong returns in the third quarter of 2024. In our latest Six Minute Strategy video, Guy Monson discusses the factors behind this, and whether markets can continue to shrug off this uncertainty. https://lnkd.in/exkAKjtZ

We are attending the annual SRI Services & Partners Good Money Week event today! Jeneiv Shah, CFA will be giving a short talk on ‘Making plastic circular’ as part of the panel on ‘Leading change’. We're excited for a full day of insightful keynote presentations and in-depth discussion, exploring various aspects of sustainable, responsible, ESG and ethical investment strategies and their purpose. Zoe Cossins, Chartered MCSI and Duane Hasnip will be at our Sarasin stand, do pop along and say hello. We look forward to seeing you there! Please note, this event is for financial services professionals only. #GMW24 #Sustainableinvestment #ESG #Responsibleinvesting #Ethicalinvesting #Financialservices #Financialplanning

We are pleased to report that Sarasin & Partners was a winner at the International Corporate Governance Network Global Stewardship Disclosure Awards 2024. In a crowded field of competitors from the UK and globally, we were recognised for leadership in Responsible Stewardship, where we won in the category of global managers with assets under management of less than £60bn. The panel of judges highlighted the extensive engagement and voting work carried out by the firm and the transparency with which we report it to clients, as well as how we publicise results via our website. They further recognised the high regard with which our outreach work is held within the global stewardship community. Congratulations to all of our Sarasin colleagues who helped us achieve this award. https://lnkd.in/dZiD4Nhb

We were delighted to sponsor the first Goodstock ‘Empowering Change’ conference for financial advisers, hosted by NextGen Planners, which took place in Edinburgh last Thursday. Sinead McGurk and Philip Berry had a great day meeting all the attendees, plus Sinead participated in a panel discussion on ‘how people and projects are moving the dial’. We hope everyone enjoyed the conference and thanks to NextGen Planners for having us. #NextGen #FinancialPlanning