Guy Monson: ‘A robo-taxi going at 25mph will be safer than a black cab’
Automation, climate change and ‘good old-fashioned yield’ are driving veteran’s stock picks
Sarasin & Partners
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Brexit creates ‘huge question mark’ over unhedged funds
Attention turns to sterling-hedged share classes on potential sterling rally
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Nervous Sarasin ups alternatives exposure
Sarasin & Partners has been building up its holdings in alternatives for the first time in “several years” on fear of a market correction.
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Green investing and tobacco are reliable options in an uncertain world – Sarasin
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.
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PA Podcast: Central bank feather bed and the return of financials
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.
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Asset Allocator: Sarasin’s Lucy Walker
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
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Global equities exposure hit record high in 2015
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.
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Sarasin hires CCLA duo to bolster investment team
Sarasin & Partners has hired Simon Steele and Neil Mitchell from charity fund manager CCLA.
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Oakley targets 130m capital drive
Oakley Capital Investments is seeking to raise £130m towards its Oakley Capital Private Equity Fund with the listing of 78,787,879 shares.