World in Motion Blog

Willkommen auf unserem Blog zu globalen Aktien!

Unser Blog zu globalen Aktien gibt Ihnen Aufschluss darüber, was wir tun, und zeigt Ihnen, wie unser Investmentmotor funktioniert. Von der Beschreibung von Unternehmensbesuchen und Momentaufnahmen unserer Arbeit bis hin zum Erkunden der wichtigsten Themen und Trends, welche die Märkte prägen.
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16 Juli 2024

On your bike - Shimano and cycling

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

Wasser in der Krise – Suche nach Lösungen

Mit zu viel, zu wenig oder zu giftigem Wasser steht die Welt vor einer Wasserkrise. Wir gehen auf die wichtigsten Probleme und Herausforderungen ein, bevor wir einige der Unternehmen vorstellen, die sich für ein besseres Wassermanagement einsetzen.
21 Mai 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 April 2024

Jamie Jenkins

Managing Director, Head of Global ESG Equities

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 März 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 Februar 2024

Neil Robson

Head of Global Equities

Unknown pleasures: A new era for equity investors #3

Portfolio positioning
Read time - 2 mins
28 Februar 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 Februar 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 Januar 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 September 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 August 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
19 Mai 2022

Neil Robson

Head of Global Equities

Obesity: fighting a growing health issue

Neil Robson looks at the businesses attempting to takle this problem, and the potentially very large market opportunities
Read time 6 min

Das Team

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

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