Since Trump announced sweeping new tariffs on ‘Liberation Day’, market dynamics have shifted almost daily. In this issue, we explore the rising political risks surrounding his presidency and the...

April 2025: Portfolio Perspectives

March 2025: Portfolio Perspectives
The March Outlook takes a market stance on reactions around Trump’s latest policy decisions, while also diving into equity markets, fixed income and commodities more broadly. In our Long...

April 2024: Investment Roadmap
This month we examine the arguments suggesting that much of the equity market rally from last autumn is speculative and hence fragile. We point to some more fundamental improvements...

Podcast: In Conversation with Stephen King – “We need to talk about inflation”
Richard Urwin, Chairman of the Investment Committee, interviews Stephen King about his new book, “We Need to Talk About Inflation”. Stephen is the Senior Economic Adviser at HSBC, author...

Saranac Partners invests alongside clients in Improbable’s M2 metaverse project
Saranac Partners are delighted to announce their participation alongside clients in Improbable’s $150m funding round to establish and develop M² (MSquared), a network of interoperable Web3 metaverses powered by...

Podcast: In Conversation with Phil Suttle
Phil Suttle was one of our first guests on this podcast and so we are delighted to welcome him back, in conversation with Richard Urwin discussing the current environment...