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World in Motion

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※下記は市場環境等の一般の情報の提供を目的としており、特定の有価証券等に関する推奨、取得勧誘を目的としたものではありません。また、運用又は助言に関わるサービスについて勧誘を行うものではありません。

※下記は市場環境等の一般の情報の提供を目的としており、特定の有価証券等に関する推奨、取得勧誘を目的としたものではありません。また、運用又は助言に関わるサービスについて勧誘を行うものではありません。

World in Motion

Welcome to our global equities blog

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.

Latest articles

2 7月 2021

Pauline Grange

Portfolio Manager, Global Equities

Fashion, Adidas and the circular economy

Adidas has been a core holding since the inception of the Threadneedle Global Sustainable Equity strategy. Its production and promotion of technical sports performance products contributes positively to our social theme of “Good Health and Wellbeing”.
Read time - 5 min
1 7月 2021

Alex Lee

Portfolio Manager

Japan sets its sights on a software revolution

The use of software solutions by companies to improve competitiveness, efficiency and productivity, and reduce costs, is picking up pace – just in time, as a shortage of skilled workers continues to bite
Read time - 3 min
15 6月 2021

Scott Woods

Portfolio Manager

Masts, manufacturing and meetings – 2021 so far in the global smaller companies universe

Visiting companies is key to small cap investing in particular. Scott Woods looks at how the pandemic has changed this.
Read time - 3 min
14 6月 2021

Neil Robson

Head of Global Equities

Electric vehicles help power growing decarbonisation trend

Why understanding new ways of thinking and a changing world is critical to our investment process.
Read time - 2 min
24 5月 2021

David Dudding

Portfolio Manager, Global Equities

The destruction of creatives

Advertising spend was huge during lockdown, but it's not the traditional players who are benefiting. This changing market highlights some of the difficulties with 'value investing' at a time of technological change.
Read time - 2 min
29 4月 2021

Alex Beavis

Global Small Cap Analyst

Sim when you’re winning

Why the healthcare sector could provide another wave of simulation demand, especially in drug development, and the companies we're keeping an eye on.
Read time - 3 min
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Meet the team

Alex Beavis
Global Small Cap Analyst
Alex Lee
Portfolio Manager
Simon Haines
Portfolio Manager
David Dudding
Portfolio Manager, Global Equities
Pauline Grange
Portfolio Manager
Georgina Hellyer
Portfolio Manager