Guy Monson: Big changes, big challenges
Can the remarkably sanguine reaction of world markets to recent economic challenges realistically continue?
Can the remarkably sanguine reaction of world markets to recent economic challenges realistically continue?
|
|
Alex Cobbold and Hadley Simons have been at the £18bn asset manager since 2017
|
|
UK responsible fund house launched in Dublin in 2008
|
|
Head of third party funds says she has ‘exciting plans’ afoot
|
|
Automation, climate change and ‘good old-fashioned yield’ are driving veteran’s stock picks
|
|
Attention turns to sterling-hedged share classes on potential sterling rally
|
|
Sarasin & Partners has been building up its holdings in alternatives for the first time in “several years” on fear of a market correction.
|
|
Henry Boucher, deputy chief investment officer at Sarasin, pointed to environmental and tobacco companies as his most reliable bets for investing in an increasingly unreliable world.
|
|
The theme of central bank repression of rates has been the dominant theme in markets for years, but Guy Monson, CIO at Sarasin & Partners believes this could be beginning to change.
|
|
Aware of ‘sinister’ market falls, St Paul’s-based wealth manager Sarasin & Partners has been busy weighing up its stance on equities, while underweighting bonds
|
|
Investors’ exposure to global equities reached a record high of 51% in 2015, according data from State Street Global Performance Services featured in a report by Sarasin & Partners.
|
|
Sarasin & Partners has hired Simon Steele and Neil Mitchell from charity fund manager CCLA.
|
|