Neil Robson
Neil Robson

Neil Robson

Head of Global Equities

Latest articles

14 June 2021

Electric vehicles help power growing decarbonisation trend

Why understanding new ways of thinking and a changing world is critical to our investment process.
22 April 2021

The Legend of Semiconductors

Why they are the building blocks of the modern economy and represent quality growth in our portfolios.
15 May 2020

The new normal doesn’t stop the old way of working

As we approach the end of our eighth week of working from home here in the UK, what has the experience been like?
20 April 2020

Why growth will trump value in the long grind of recovery

The swift and intense economic volatility caused by the Covid-19 crisis has left investors with something of a blind spot. Traditional business cycle analyses have no inputs for a global pandemic, making it hard to judge how to position portfolios for a market rebound.
Read time - 5 min
2 March 2020

Goodbye 2010s - the first recession-free decade

The decade we have just lived through is the first in which the US, the world’s number one economy, has not experienced a recession.
1 March 2020

Weighing up potential market impacts from the coronavirus

The coronavirus is a clear shock to the world economy. In its nature the disease is very different from the likes of SARS and swine flu in that the transmission rate is far higher and mercifully the death rate is much lower.
20 February 2020

Weighing up potential market impacts from the coronavirus

As the virus outbreak spreads well beyond China, it is hard to forecast exactly what the economic impact will be, but it’s safe to say that consumption and supply will be significantly affected
Read time - 7 min
1 January 2020

Creative destruction and its impact on portfolios

Technology trends and disruptive innovation are key factors in today’s markets.

Latest articles

20 April 2020

Neil Robson

Head of Global Equities

Why growth will trump value in the long grind of recovery

The swift and intense economic volatility caused by the Covid-19 crisis has left investors with something of a blind spot. Traditional business cycle analyses have no inputs for a global pandemic, making it hard to judge how to position portfolios for a market rebound.
Read time - 5 min
20 February 2020

Neil Robson

Head of Global Equities

Weighing up potential market impacts from the coronavirus

As the virus outbreak spreads well beyond China, it is hard to forecast exactly what the economic impact will be, but it’s safe to say that consumption and supply will be significantly affected
Read time - 7 min
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