The price-to-earnings ratio in the UK large-cap market

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?

Tony Carter, Fixed Income fund manager, looks at how emerging markets have started off in 2019, and what we can expect going forward.

CIO Guy Monson discusses global markets, sentiment indicators, and whether the recent aggressive re-rating is over.

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…

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.

Alex Bibani, Fund Manager of Sarasin Responsible Global Equity, discusses our investment philosophy and some of the ethical restrictions surrounding his portfolio.

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.

CIO Guy Monson examines the dramatic performance of the US economy and its impact on other global markets, discussing both the risks and what it means for investors.

Tony Carter, Fixed Income Fund Manager, reflects on the current crisis in Turkey.

Machine learning is very powerful, allowing you to organise data sets and identify relationships that the human eye can't see. But how can investors get the best from it?

Join Andrea Nardon, Head of Quant, as he discusses:

* The difference between AI and machine learning
* Examples of the main types of algorithms and models used
* Whether there's any predictive power in the daily historical returns of a stock
* If outperformance can be generated by examining candlesticks of how a security moves throughout the day

Quantitative Analyst Ben Human discusses whether traditional indices really capture the benefits of investing in commodities, and if the risk premia often used in equities can also be applied successfully here.

Fund manager David Palmer looks back over the past quarter for GlobalSar Income, GlobalSar Strategic and GlobalSar Dynamic.

Tony Carter, Fixed Income Portfolio Manager, looks at what has been going on in China recently. He discusses:

* The sudden fall in currency
* What the situation means for investment strategy
* The short-term outlook in the face of trade wars and market volatility

Fund managers Henry Boucher and Jeneiv Shah discuss their recent research trip to China, as well as the fund's performance over the past quarter.

Fund Manager Lucy Walker looks back at the performance and positioning of the model portfolios over the last quarter.

Fund manager Julian Bishop looks back over the past quarter for the Sarasin Global Dividend fund.

Fund manager Neil Denman is joined by Equity Analyst Josh Sambrook-Smith to look back at positioning and performance for the Sarasin Global Higher Dividend fund.

Economist Niloofar Rafiei examines the impact of oil prices on inflation in the eurozone. In this short video, she discusses:

* What might be driving the increase in oil price
* Why the European Central Bank (ECB) might be feeling complacent about inflation
* How the dynamics between inflation and wages could play out

Quantitative Analyst Ben Human examines ESG as a component within the quantitative investment process. He discusses:

* Whether ESG should be considered an alpha driver or an exclusion criteria
* The effect of ESG on an emerging market equity portfolio
* If ESG has any tilts towards other risk factors