Our first podcast of the year was recorded by the Saranac Partners investment team and focuses on the year ahead. In this short discussion Richard Urwin, Rupert Howard and Brent Seery consider four key themes that will be critical to markets in 2022.
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Technology, Institutions and Investment: Lessons from Nobel Laureates The dominant theme in markets this year has been the transformative potential of technology. From cloud infrastructure...
This month’s long read explores the rising stagflation risks in the UK and the US, driven not by commodity shocks but by domestic policy measures....
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...