Building a resilient portfolio
Sarasin & Partners believes that investors must look to long-term solutions and focus on global trends to find their way to the market’s most resilient stocks
Since the financial crisis, the costs of sustaining an overall balanced society have led to a rather unbalanced underlying system. Peter Ryan, head of charities, and Henry Boucher, deputy chief investment officer for Sarasin and Partners, asks what are these imbalances and how can investors build resilient portfolios in challenging conditions?
They told The Sunday Business Post: “Still lurking in the background of financial markets is the excessive debt which gave rise to ...