In the Know

Jay Huang, a global automation analyst tracking robotics and industrial automation trends, discusses a looming robot renaissance. He covers robot market sizes, leaders in industrial and humanoid robots, advances in vision and path planning, regional adoption differences, Keyence’s sensor edge, and forecasts for humanoid growth and remaining human-only tasks.

Will Pickering, Senior U.S. biotech analyst at Bernstein Research, gives a concise mini bio and dives into FDA inspection trends, headcount cuts, and shifts in regulatory standards. He outlines five major policy changes under the current administration. Short takes cover inspection types, approval backlogs, and which biotech names face heightened regulatory risk.

Will Kirkness, a European business services analyst focused on pest control and hygiene, traces Rentokil’s 100-year arc and its big Terminix deal. He discusses troubles integrating US operations, brand and branch strategy, and pressure for change. He also highlights ambitions in urban growth markets and the practical roles AI, sensors and robotics could play.

Trevor Stirling, a European beverages analyst, breaks down alcohol consumption shifts and the rise of spritz culture. He compares developed and emerging market trends. He analyzes Campari and Aperol’s brand play, distribution hurdles, M&A risks, leadership changes, and why Aperol’s color and format give it a long growth runway.

European Biopharmaceuticals Analyst Justin Smith joins host Diana Wood to discuss the heartbreaking and challenging world of Alzheimer’s. Here, they discuss the causes, symptoms and diagnosis, and delve into drug development. A devastating condition for patients and family members, Justin discusses his optimistic view on the future, referencing Roche’s innovation in the space and brain shuttle model, as well as clinical trials thus far. Hosted on Acast. See acast.com/privacy for more information.

Courtney Breen, a Senior U.S. biopharma analyst, dives into the complexities of biopharma today. She highlights the significant threats posed by tariffs and discusses how these could uniquely harm the sector. Courtney explains the scrutiny around U.S. drug pricing and the implications of the recent White House deal, touching on Medicaid and new drug launch dynamics. She also explores the evolving role of China in biotech innovation and warns about the risks of cutting collaboration, which could impact global patient access.

Nadine Sarwat, a Senior American and European beverages analyst, joins host Diana Wood to explore the interplay of socialization, alcohol consumption, and mental health during the festive season. They discuss the decline in face-to-face interactions, linking rising phone use and economic pressures to shifting drinking habits. Nadine highlights intriguing trends like Millennial nostalgia for in-person gatherings and advocates for moderate alcohol use. The conversation delves into potential regulatory approaches to alcohol, emphasizing a balanced view of its social benefits and risks.

Chad Dillard, a Senior U.S. machinery & electricals analyst at Bernstein Research, dives into the intricacies of non-residential construction. He discusses the current recession in the sector and predicts a rebound driven by fiscal incentives and advancements in technology. Chad highlights key growth areas like infrastructure and data centers while addressing the challenges of power supply and renewables. He also shares insights into how AI is enhancing efficiency in construction equipment, revealing trends that signal a positive shift in the market.

In an ‘In the Know’ first, host Patrick Robinson welcomes Kokou Agbo-Bloua, Global Head of Economics, Cross-Asset and Quant Research at Societe Generale to discuss pressing global economic issues. The conversation spans various topics including globalization, the shift from cooperation to competition in international relations, the implications of the Chinese dream, investment dynamics between the US and Europe, the challenges posed by climate change, and the resilience of markets in the face of adversity. Hosted on Acast. See acast.com/privacy for more information.

Rupal Agarwal, a Senior Asia Quant Strategist with deep expertise in AI in asset management, dives into how generative AI is reshaping the industry. He highlights the significant shift towards AI acceptance and discusses various tools investors are utilizing, emphasizing the importance of specialized models. Rupal also addresses challenges like trust and data security while showcasing practical use cases for investment teams. Furthermore, he explores the concept of 'Quant as a Service' and the evolving landscape of AI-driven investment strategies.