Aram Compton, Fund Manager of the Sarasin GlobalSar fund range, explores how economic growth relates to investment returns and in what way multi-asset portfolios can be balanced for this generation and the next.
RecordedSep 14 201629 mins
Your place is confirmed, we'll send you email reminders
In a slow growth world, the food economy offers some robust growth opportunities, underpinned by long-term secular shifts in demographics and behavioural challenges. Fund Manager Henry Boucher will explore these trends and reveal how the food chain is so much more diverse than the business of growing basic cereals, with restaurant meals, robots, chocolate and wine all making up the opportunities’ ingredients...
We all know that past performance is no guarantee of future returns, but by examining historical data of the principle asset classes and applying it to what we know of the current economic environment, we can make projections. This helps match up different asset allocations to a client’s financial requirements. James Hutton, Fund Manager of the Sarasin Model Portfolios, explains how.