Sarasin & Partners LLP

How does today’s environment of sticky inflation and relatively higher interest rates impact how we invest? Watch Subitha Subramaniam and Michael Jervis, CFA discuss the current investment regime, and what it means for equities, bonds, and alternatives. Make sure you watch the full conversation ➡️ https://lnkd.in/eKa4xyHB

We’re pleased to announce that Mark Burgess has been appointed an independent non-executive director to the LLP Board, effective 29 September.   With more than 30 years of senior fund management experience, Mark’s appointment allows us to further enhance our investment capabilities and governance.   Please join us in welcoming Mark to Sarasin & Partners.   Read the full announcement here: https://lnkd.in/e9-xn34K

As UKSIF's #GoodMoneyWeek2025 comes to an end, we're happy to share Part 2 of ESG ACCORD (Accord Initiative)'s special Accord Talks Podcast series featuring our Head of UK Sales, Christopher Cade. In this episode, Christopher joins Eleanor Dowding and Lee Coates OBE to talk about how companies are incorporating sustainability, ESG, and customer values into their research and selection processes. Their conversation covers everything from due diligence frameworks to real-world examples. The goal is to help advisers make responsible investing a central part of their advice. Listen now: 🎧Spotify - https://lnkd.in/e3n9kb5c 🎧Apple - https://lnkd.in/eTGxemGf 🎧Amazon - https://lnkd.in/eamE-X8Q 🎧Pocket Casts - https://pca.st/wrrn43nz

This year’s rally in global equities has been led by cyclicals, including industrials, banks, and other high-beta retail investor favourites. Quality stocks, with their high return on equity, steady earnings and sturdier balance sheets, have trailed. That has been uncomfortable for Sarasin’s thematic and quality tilt, but we think it remains right for longer-term investors. Three reasons stand out: a cooling US economy; tariffs starting to have an impact on economic data; and valuations looking frothy, stoked by retail speculation, surging option trading, and record margin debt. Guy Monson argues that now is the time to insist on quality, even if that means lagging exuberant indices. Watch the full video - https://lnkd.in/ezHZGYAu

How do we invest at Sarasin? Watch Subitha Subramaniam and Michael Jervis, CFA dive into our investment process, as they describe how we classify economic regimes – an approach that today informs our preference for equities. Watch the full video here - https://lnkd.in/eDDSfuMM

Last week, we marked the International Day of Peace on 23 September, with a bring-and-share international food event.   At a time when the world can feel volatile and divided, it was a wonderful opportunity to come together, share food, and celebrate the diverse cultures across our firm and, most importantly, to strengthen our sense of connection with one another.

This morning Subitha Subramaniam, Head of Investment Strategy, appeared on Bloomberg TV’s 'The Pulse', with Francine Lacqua. Their discussion began with the potential US government shutdown before moving to broader market themes. Subitha provided insights on, US non-farm payrolls, tariffs on pharmaceutical companies, US investment in AI and the impact of increased defence expenditure on public spending. Watch the full interview here (from 06:07): https://lnkd.in/e2Ssr-se

Watch the latest episode of Portfolio Perspectives, where Tom Santa-Olalla, Chartered FCSI talks with Alastair Baker from our Multi-Asset team about the role of alternatives within client portfolios. Make sure you watch the full conversation ➡️ https://lnkd.in/e3Yshs56

September’s quarter-point rate cut from the US Federal Reserve’s FOMC plays out against a background of unprecedented political challenge.   The previously staunchly independent committee already has three key Trump appointees on its governing board out of a total seven, and it is feasible that the White House could have a clear majority of Fed Governors at some point in 2026.   If this plays out what does a Trump influenced Federal Reserve look like?   Guy Monson and Subitha Subramaniam assess the fragility of the Fed today, speculate what a White House-influenced central bank would look like, and examine the investment implications.   Watch the video here and download the slides: https://lnkd.in/eQH4rkdk

Sarasin & Partners is proud to be a patron of Parentkind’s National Parent Survey 2025, released today. It’s a vital read for anyone trying to improve education for all and support the UK’s 11 million parents of school-age children. Key findings include: ➡️ 1 in 3 parents find parenting difficult ➡️ 1 in 5 parents struggle to afford the cost of sending their child to school ➡️ Parents are spending £1.5 billion a year on tutoring, and almost half of parents have moved house to be near a good school But it's not all challenges, there’s positive news too: more parents report a positive mental-health impact than negative, and many are talking to other parents every week. Let’s use these insights to champion parent voices — at work and at home. Read the full reports here: https://lnkd.in/dDm3f3CW #NationalParentSurvey2025