Global Thematic Equity Analyst
Alex Cobbold
Global Thematic Equity Analyst
Alex is responsible for screening and researching stock ideas from the Global Energy and Industrials Universe and providing insight into macro events and themes which will influence the sectors.
Alex joined Sarasin & Partners in January 2017. Prior to joining Sarasin, Alex was employed at the Government of Singapore Investment Corporation (GIC) for 16 years as a global industrials and energy equity and commodity analyst and portfolio manager.
Before joining the GIC he was an analyst at Dresdner Kleinwort Wasserstein for five years. He covered the EU building and materials sector. Alex‘s career started in the city after graduating at National Provident Institution (NPI) as a UK fund manager.
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Automation, whether it be in a factory, a warehouse or even in the home is revolutionising processes that are repetitive, dangerous or where quality is mission critical. Alex Cobbold explains why automation is one of our core investment themes.