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March 8, 2022
Longstanding manager Jeremy Gleeson is convinced there are still rich returns to be made from investing in the worlds established technology companies.
January 9, 2021
The robots are here, but have you let them into your portfolio yet? This year, more people will be thinking of doing so, some inspired by the role they have played during the pandemic and others by a series of significant deals at the end of 2020. The automated future is arriving faster than we thought, disrupting business models and working practices. One indicator of how the process has accelerated has been the sight of robots spraying disinfectants in hospitals and cleaning floors and su...