Having written about Sarasin’s thematic approach to investing, we’ve previously shared videos they produced around their core investment themes of ageing...
Thematic Investment Videos: Automation
Thematic Investment Videos: Climate Change
Having written about Sarasin’s thematic approach to investing, we’ve previously shared a video they produced around ageing as one of their...
Thematic Investment Videos: Ageing
Sarasin take a global, thematic approach to investment, finding opportunities within the powerful themes shaping the world of tomorrow. Their focus...
Cyclical Franchise example: Schneider Electric
We’ve taken an introductory look at the characteristics Sarasin use to classify companies under consideration for investment and explored the examples of defensive franchises and disruptive...
Sarasin’s Net Zero commitment
Back in November, we looked at the Paris Agreement. The US had just officially withdrawn, although thankfully, that decision has now been...
Defensive Franchise example: Givaudan
We took an introductory look last time at the characteristics Sarasin use to classify companies under consideration for investment. The first...