Neil Robson
Neil Robson

Neil Robson

Head of Global Equities

Latest articles

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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