Neil Robson
Neil Robson

Neil Robson

Head of Global Equities

Latest articles

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
21 December 2020

A bizarre year of win-lose outcomes in Asia Pacific ex Japan

Much of the region recovered quite quickly following the pandemic, while domestic China developments and the prospect of a new US administration mean 2021 could potentially deliver more win-win outcomes.
Read time - 7 min
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
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
9 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.
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.
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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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