I don’t begin to understand quite how the US political system works, but it seems like the last few days have...
The US Green Deal
Sarasin’s Alternative Strategies
We recently sent out a formal letter to our clients, making them aware of a strategy Sarasin are pursuing. Their approach...
Sarasin’s Assessment Process (part 1)
Environment We’ve talked a lot about Sarasin’s thematic investment approach and looked at various corporate characteristics they consider, sharing examples of...
Thematic Investment Videos: Digitalisation
Having written about Sarasin’s thematic approach to investing, we’ve previously shared videos they produced around their core investment themes of ageing, climate change,...
Thematic Investment Videos: Evolving Consumption
Having written about Sarasin’s thematic approach to investing, we’ve previously shared videos they produced around their core investment themes of ageing, climate...
Thematic Investment Videos: Automation
Having written about Sarasin’s thematic approach to investing, we’ve previously shared videos they produced around their core investment themes of ageing...