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.
10 May 2021

Lessons from the backyard on fiscal policy

Getting the balance correct between short-term relief checks and long-term infrastructure spending is critical.
Read time - 2 min
10 May 2021

Fixed income: year-to-date performance summary

As we reach the mid-point of Q2 2021 it seems a good time to sum up fixed income markets year-to-date.
Read time - 2 min
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 March 2021

How vaccines are paving the way for the ‘grand reopening’

Approaching 25 million people have received their first vaccine dose in the UK – close to half the adult population. Millions more in Europe also. The grand reopening is coming
20 November 2020

The future for retail - embedding new habits and shopping with purpose

Covid-19 has seen an acceleration in the take-up of e-commerce retail sales, as well as an increased awareness of the social and environmental implications of consumption
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
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

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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