World in Motion Blog

Bem-vindo(a) ao nosso blog de ações mundiais

Our global equities blog lifts the lid on what we do and shows you how our investment engine works. From describing company visits and snapshots of the work we do, to exploring the major themes and trends shaping markets.
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17 Abril 2024

In search of sustainability – following Highway 101

Travelling down the US west coast we met 25 companies in five days. Learn more about the tech and healthcare businesses shaping our future.
22 Março 2024

Japan: we’re more convinced than ever

Investors are increasingly turning their attention to Japan. We spent two weeks there and met dozens of companies. But which businesses look best placed?
29 Fevereiro 2024

Unknown pleasures: A new era for equity investors #3

Portfolio positioning
28 Fevereiro 2024

Neil Robson

Head of Global Equities

Unknown pleasures: A new era for equity investors #2

The shape of the new economy – from inflation and growth to government debt and equity valuations.
Read time - 2 mins
27 Fevereiro 2024

Neil Robson

Head of Global Equities

Unknown pleasures: A new era for equity investors #1

How we got where we are.
Read time - 2 mins
11 Janeiro 2024

Jonathan Crown

Portfolio Manager

Georgina Hellyer

Portfolio Manager

Welcome back the dividend champions!

'Big Tech' received a lot of attention in 2023, but we don’t believe it’s the only sector with attractive investment ideas offering the desired capital return characteristics.
Read time - 2 mins
12 Setembro 2023

Pauline Grange

Portfolio Manager

Things will never be the same: the potential for AI to reshape the world

We look at the potential for AI to transform society and the economic ramifications of a post-AI world
Read time - 2 mins
21 Agosto 2023

Doing it by the book: our summer reading lists

We asked the Global Equities team what books they have been devouring this summer and, as ever, it’s an eclectic collection with something for everyone. How many have you read?
Read time - 2 mins
4 Maio 2023

Pauline Grange

Portfolio Manager

Glacial progress means women still have to mind the pay gap

Although the gender pay gap is slightly improved compared with 2021, at the current rate of progress it will take 132 years for women to reach pay parity with men.
Read time - 4 min
30 Março 2022

Natasha Ebtehadj

Portfolio Manager, Global Equities

3D vision: why decarbonisation, defence and deglobalisation are here to stay

Natasha Ebtehadj looks at three themes that will likely endure following the events of the past month in Ukraine
Read time - 4 min
22 Fevereiro 2022

Jonathan Crown

Portfolio Manager

Aiming to fully capture semiconductor growth

The chip industry is both growth and quality – which is why we like it.
Read time - 2 min
31 Janeiro 2022

Simon Haines

Portfolio Manager

Supply-chain reaction: how long will disruption continue?

2021 was marked by ongoing supply-chain disruption. But as we enter 2022, are we past the worst, asks Simon Haines.
Read time - 3 min
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Conheça a equipa

Alex Beavis
Global Small Cap Analyst
Alex Lee
Portfolio Manager
Simon Haines
Portfolio Manager
David Dudding
Senior Portfolio Manager, Global Equities
Pauline Grange
Portfolio Manager
Georgina Hellyer
Portfolio Manager
Bronwyn Curran
Client Portfolio Analyst
Jonathan Crown
Portfolio Manager
Scott Woods
Portfolio Manager
Natasha Ebtehadj
Portfolio Manager, Global Equities
Andrew Harvie
Client Portfolio Manager, Global Equities
Neil Robson
Head of Global Equities

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