A $250 billion reappraisal Oracle’s first-quarter results appeared underwhelming at first glance. Revenue came in just below consensus, and earnings per share missed expectations. For a company of Oracle’s...
Oracle: How did the markets miss the mark?
August 2025: Portfolio Perspectives
This month’s long read explores the increasingly important role of currency strategy in multi-asset portfolios. While US equities have regained leadership and market sentiment has stabilised, shifting FX dynamics...
Podcast: Mid-Year Investment Review
The Saranac Investment team discusses what markets are discounting for the second half of the year, the continued absence of a growth slowdown, and how evolving geopolitical risks and...
July 2025: Portfolio Perspectives
As we reach the mid-point of 2025, our long read reflects on the key drivers that shaped global markets in the first half of the year—and outlines the major...
Podcast: Top Traders Uplugged – Managing Money Through Structural Shifts
Richard Urwin, Chair of the Investment Committee at Saranac Partners, joins Alan Dunne in this episode to discuss how he is approaching asset allocation at the current juncture. They...
August 2023: Investment Roadmap
In this month’s instalment of our Investment Roadmap, we talk inflation and advocate investor caution over the outlook. In private markets we discuss the quantity of capital available to...