World in Motion Blog

Welcome to our global equities blog

※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 logo
17 4月 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 3月 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 2月 2024

Unknown pleasures: A new era for equity investors #3

Portfolio positioning
28 2月 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 2月 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 1月 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 9月 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
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

※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。

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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
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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