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. Hosted on Acast. See acast.com/privacy for more information.

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.
Hosted on Acast. See acast.com/privacy for more information.

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. Hosted on Acast. See acast.com/privacy for more information.

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. Hosted on Acast. See acast.com/privacy for more information.

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.