RL360 - Sarasin - House Report Q3 2022

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Sarasin - House Report Q3 2022

Latest insights on the matters that impact your investments. 

The first half of 2022 saw the worst start for US equities since 1970, with no single sector in positive territory except energy. We are by no means out of the woods yet, and markets may have further to fall.


So caution today, but as the economic glass starts to clear we explore the host of opportunities for long-term thematic investors in our latest House Report.




  • Market View

Through a glass, darkly 


  • Economist Outlook

UK interest rates – how high can they go? 


  • Alternatives – an alternative to inflation?
  • Innovation for income 
  • Charity Focus

Know thyself – risky behavioural biases



Download the full report


Important information: This document has been issued by Sarasin & Partners LLP which is a limited liability partnership registered in England and Wales with registered number OC329859 and is authorised and regulated by the UK Financial Conduct Authority. It has been prepared solely for information purposes and is not a solicitation, or an offer to buy or sell any security. The information on which the document is based has been obtained from sources that we believe to be reliable, and in good faith, but we have not independently verified such information and we make no representation or warranty, express or implied, as to their accuracy. All expressions of opinion are subject to change without notice. Please note that the prices of shares and the income from them can fall as well as rise and you may not get back the amount originally invested. This can be as a result of market movements and also of variations in the exchange rates between currencies. Past performance is not a guide to future returns and may not be repeated.

July 2022

Please note that these are the views of Guy Monson of Sarasin and should not be interpreted as the views of RL360.


Guy Monson

Chief Investment Officer

Niloofar Rafiei

Global Macro Economist

Adil Alaoui

Alternative Analyst

Neil Denman & Alex Hunter

Portfolio Managers

Richard Maitland

Head of Charities

Sarasin & Partners

July 2022

Please note that these are the views of Guy Monson of Sarasin and should not be interpreted as the views of RL360.

360 fund links

A range of Sarasin funds can be accessed through our guided architecture products Regular Savings Plan, Regular Savings Plan Malaysia, LifePlan, Oracle, Paragon, Protected Lifestyle, LifePlan Lebanon, Protected Lifestyle Lebanon, Quantum, Quantum Malaysia and also through our PIMS portfolio bond.