Recent weeks have brought a sharp rise in market volatility, driven largely by heightened tensions in the Middle East. At points, a number of asset prices, including many equity...
April 2026: Portfolio Perspectives
Iran: War, Escalation and the Aftermath
A year ago, Sir David Capewell joined Saranac’s webinar series and singled out Iran as one of the geopolitical flashpoints most likely to produce military action.
March 2026: Portfolio Perspectives
Recent market commentary has been dominated by rising tensions in the Middle East, but the bigger investment picture is more complex than any single headline suggests. In our March...
A Pragmatic Start: The minimum viable support structure
Transitions in family capital, whether prompted by a business sale, a change in residence or a generational shift – often arrive with urgency. In these moments, attention is rightly...
Gavekal: Unfolding paradigm shifts
China is central to this story. Louis described the policy pivot that began in 2018, when restrictions on China’s access to advanced semiconductors led Beijing to reorient its entire...
February 2026: Portfolio Perspectives
The health of the US consumer is one of the most important determinants of the global economic outlook. Household consumption accounts for almost 70% of US GDP and, given...