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

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.