Latest insights

10 August 2020 2 mins

Market news – 10 August 2020

Bank of England meeting produces no major changes The Bank of England announced that rates will be left on hold at 0.10% and QE will be left unchanged following the MPC meeting on Thursday. To date, the BoE have committed to a target of £745bn in asset purchases,…

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6 August 2020 3 mins

Why we should pay more attention to robotics

The mention of the term ‘robotics’ often conjures images of futuristic-looking machines competing with humans. However, real-life robotics is not quite so dramatic or threatening, but the potential it adds for our collective productivity presents an attractive opportunity. As thematic investors, we have identified automation as one of…

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31 July 2020 2 mins

Market news – 31 July 2020

GDP data shows impact of lockdown on economies across the world US GDP fell 32.9% at q/q annualised rate in Q2, representing the largest quarterly decline in post-war history but largely in line with expectations given government lockdown measures (consensus: -34.5%, Q1: -5.0%). Consumption fell by 34.6% q/q…

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