Environment We’ve talked a lot about Sarasin’s thematic investment approach and looked at various corporate characteristics they consider, sharing examples of...
Sarasin’s Assessment Process (part 1)
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...
Thematic Investing Context
Having given you a bit of context around responsible investment, we wanted to dive into the concept of thematic investing. This...