Neil Robson

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

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

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

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

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

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.

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.

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.

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