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Sarasin & Partners - Adviser

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  • Modern Monetary Theory
    Modern Monetary Theory
    Tony Carter Recorded: May 9 2019 3 mins
    As increasing numbers of policymakers begin to consider Modern Monetary Theory (MMT), Fixed Income Fund Manager Tony Carter asks what exactly it is, and if it is as reckless as it sounds.
  • Sarasin Food & Agriculture Opportunities update - April 2019
    Sarasin Food & Agriculture Opportunities update - April 2019
    Henry Boucher & Jeneiv Shah Recorded: Apr 25 2019 7 mins
    Fund managers Henry Boucher and Jeneiv Shah answer some of the questions that researchers most often ask about Sarasin Food & Agriculture Opportunities, including:

    * What the fund's largest holding is and why
    * Examples of stocks that have been bought and sold recently
    * New subthemes that are emerging within the fund
  • Thematic focus: Digitalisation
    Thematic focus: Digitalisation
    n/a Recorded: Mar 12 2019 1 min
    The multi-decade digitalisation theme continues to change consumer and corporate behaviour across the globe, giving rise to compelling investment opportunities.
  • Thematic focus: Automation
    Thematic focus: Automation
    n/a Recorded: Mar 7 2019 1 min
    Automation is a phenomenon that has gradually changed life as we know it for over 40 years, so we do we still consider it a disruptive investment theme?
  • What's on the horizon for emerging markets?
    What's on the horizon for emerging markets?
    Tony Carter Recorded: Mar 1 2019 5 mins
    Tony Carter, Fixed Income fund manager, looks at how emerging markets have started off in 2019, and what we can expect going forward.
  • Global strategy and outlook - February 2019
    Global strategy and outlook - February 2019
    Guy Monson Recorded: Feb 6 2019 9 mins
    CIO Guy Monson discusses global markets, sentiment indicators, and whether the recent aggressive re-rating is over.
  • Sarasin & Partners: Securing tomorrow
    Sarasin & Partners: Securing tomorrow
    Natasha Landell-Mills, Subitha Subramaniam and Josh Sambrook-Smith Recorded: Jan 15 2019 7 mins
    Sarasin & Partners manages clients’ assets with one singular focus: to deliver long-term returns. This means engaging with the world in responsible ways – ways that support sustainable and inclusive economic progress, as well as protecting the interests of future generations.

    Combining a thematic investment approach with embedded stewardship, we seek to allocate capital to companies that are aligned with society. A key focus for us is climate change, which we consider the defining challenge of our time…
  • The US mid-term elections
    The US mid-term elections
    Anthony Carter Recorded: Oct 26 2018 5 mins
    Fixed Income Fund Manager Anthony Carter takes a brief look at the US mid-term elections in this four minute video, and discusses the effect that different scenarios might have on markets.
  • Sustainability and suitability
    Sustainability and suitability
    Alex Bibani Recorded: Oct 18 2018 4 mins
    Alex Bibani, Fund Manager of Sarasin Responsible Global Equity, discusses our investment philosophy and some of the ethical restrictions surrounding his portfolio.
  • A quick dive into machine learning part 2: regression models
    A quick dive into machine learning part 2: regression models
    Andrea Nardon Recorded: Sep 24 2018 22 mins
    Andrea Nardon, Head of Quant, takes a look at supervised machine learning. In this 20 minute video he illustrates what neural networks are, how they work, and whether it is possible to use one to predict the future return of a stock.

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