Neil Robson
Neil Robson

Neil Robson

Head of Global Equities

Latest articles

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

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
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.
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
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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