Sarasin - Six minute strategy - How deep is the crisis?
Flat financial markets for the first few months of 2023 belie the turmoil beneath the surface: sharp rises in interest rates are taking their toll on the banking sector, which could cause central banks to pause rate rises while they assess the damage.
Does this change where we can expect interest rates to peak – and what are the implications for the widely-anticipated global recession?
Join Guy Monson for his latest six minute strategy update on portfolio strategy and the outlook for global markets.
Important information
If you are a private investor, you should not act or rely on this document but should contact your professional advisor.
This promotion has been approved by Sarasin & Partners LLP of Juxon House, 100 St Paul’s Churchyard, London, EC4M 8BU, a limited liability partnership registered in England & Wales with registered number OC329859 which is authorised and regulated by the Financial Conduct Authority with firm reference number 475111.
The investments of the fund are subject to normal market fluctuations. The value of the investments of the fund and the income from them can fall as well as rise and investors may not get back the amount originally invested. If investing in foreign currencies, the return in the investor’s reference currency may increase or decrease as a result of currency fluctuations. Past performance is not a guide to future returns and may not be repeated.
March 2023
Please note that these are the views of Guy Monson of Sarasin and Partners and should not be interpreted as the views of RL360.