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

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

In this short look at global markets, CIO Guy Monson discusses:

* How conditions differ between Europe and the US
* The gradual wind down of central bank balance sheets, and the effect this will have on investment markets
* Why we're holding overweight cash positions and looking at the Chinese bond market

Systematic Strategies Specialist Iuliia Shpak discusses some of our latest research findings on price dynamics, risk factors and the implications to commodities investment strategies.

Andrea Nardon, Head of Quant at Sarasin & Partners, tries to answer some of the most frequently asked questions about factor investing, including:

* Why has factor investing become so popular?
* Where should factor investing sit in an institutional portfolio?
* Can factor investing be applied to Swiss equities?

In order to increase portfolio diversification, more and more investors are turning to alternative assets. While they can help mitigate volatility and increase returns, investors also need to be aware of the risks involved. Lucy Walker, Head of Third Party Funds, investigates.