In the Know

Global Automation Analyst Jay Huang joins host Richard Moffat to discuss the current state and outlook for the automation and robotics market. Jay delves into the concept of a “robot renaissance”, the challenges of robot adoption, and the technological innovations driving the industry. The discussion also covers the differences in robot adoption across various regions, the role of companies like Keyence in advancing sensor technology, and predictions for the future of automation in light of AI.

In this episode of In the Know, US Biotech Analyst Will Pickering joins host Diana Wood to discuss the current state of the US biotech market, and the complexities and challenges facing this industry today. Here, they explore FDA inspection trends, both long-term and under the Trump administration, with insights into the sector’s recovery, the impact of FDA headcount reductions, the potential consequences of inspection outcomes on drug approvals, and much more.  This podcast was recorded on Jan 29, 2026. Since then, turmoil at FDA has only increased, culminating in the recent resignation of CBER Director Vinay Prasad. While that particular drama has now played out, the broader issues Will highlights in this podcast are sure to remain relevant in the months and years ahead.

European Business Services Analyst Will Kirkness joins host Patrick Robinson to delve into the history, challenges, and future prospects of Rentokil, a prominent player in the pest control industry. They discuss the company's evolution over the past century, its recent acquisition of Terminex, and the subsequent challenges faced in the US market. The conversation also touches on competitors and current market dynamics, as well as the potential role of AI and robotics in enhancing operational efficiency.

Host Richard Moffat engages with Trevor Stirling, European Beverages Analyst, to explore the evolving landscape of alcohol consumption and the future of the beverage industry. With reference to trends in emerging and developed markets and changing consumer behaviours, Trevor delves into a detailed analysis of Campari, a standout player in the beverage market, examining its growth trajectory, brand strategy, the potential risks associated with its M&A activities, and its biggest opportunities.

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.

US Biopharma Analyst Courtney Breen joins host Diana Wood to discuss all topics related to Biopharma today. With the flood-the-line approach in policy and focus on tariffs and drug-pricing, there’s a lot to consider when investing in any pharma stock at the moment. Courtney discusses the key trade-offs in policy risk and ability to mitigate for her covered companies, plus the implications of the recently announced White House deal and the near and long-term evolution of industry economics and potential for innovation.

As we enter the holiday season, host Diana Wood and American & European Beverages Analyst Nadine Sarwat join up once again in this light-hearted yet thought-provoking festive episode. They explore current trends in socialisation, economic pressures, alcohol consumption and mental health in America... and how they all might be related. At a time of year when many of us will socialise in abundance with family and friends but in an era when our phones are permanently glued to our hands, Nadine attempts to answer the question: in an increasingly lonely and polarized world, why is no one talking about the social benefits of alcohol?

US Machinery & Electricals Analyst Chad Dillard joins host Diana Wood to discuss the current state and outlook of non-residential construction in the US. Chad highlights the recession that has been ongoing in this sector, the alignment of monetary and fiscal policies, and the expected rebound in construction spending driven by various market segments. Plus, they touch on the role of technology and AI in improving efficiency within the construction industry, as well as the challenges posed by power supply and the implications for renewable energy and nuclear power.

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.