Investment strategy

Our new quarterly newsletter ‚Strategy Outlook’ is presenting the investment strategy of the Sarasin Group.

The editorial of the current issue is introducing the topics:

Editorial:

As continents vie for the world’s largest bailouts, the faltering and indecisive European offering looks unimpressive when compared to the US bank rescue plans post-Lehman or the Chinese emergency fiscal package last year. In the long term, however, the effects should be the same: more money printed, greater public sector involvement in the economy and lower interest rates for longer.

In contrast, the corporate world – with a record quarter for profits, the most “cash on balance sheet” in 50 years and dividend growth well in excess of inflation – seems “reassuringly” dull and solid. With yields considerably above government bonds and balance sheets often stronger than those of the national governments under which they operate, the opportunity for a strong recovery across our “Nifty Fifty” style global equities is clear.

Please find the newsletter in the download section.