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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24 Julho 2024

Page turners – our summer reading list

Which books have kept our global equities team turning pages in recent months? From AI to geopolitics in space, Charles De Gaulle, and music loving detectives. It’s an eclectic mix.
16 Julho 2024

On your bike - Shimano and cycling

From gearing up Tour de France contenders to a growing e-bike market, Shimano looks well placed.
21 Maio 2024

Water in crisis – searching for solutions

With too much, too little or too toxic water the world is facing a water crisis. We explore key issues and challenges before highlighting some of the companies promoting better water management.
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.
Read time - 3 mins
22 Março 2024

Harry Waight

Portfolio Manager

Simon Haines

Portfolio Manager

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?
Watch time - 6 mins
29 Fevereiro 2024

Neil Robson

Head of Global Equities

Unknown pleasures: A new era for equity investors #3

Portfolio positioning
Read time - 2 mins
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
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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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