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World in Motion

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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

25 February 2021

Pauline Grange

Portfolio Manager, Global Equities

How Covid-19 might change the world for ever – revisited (part 1)

We revisited our “10 factors that could change economies & markets for ever” viewpoint from April 2020 to see if any of our initial thoughts have shifted in the intervening months …
Read time - 5 min
19 February 2021

Jonathan Crown

Portfolio Manager

Dividend outlook: the capital return mix is key in 2021

2020 was an extremely tough year which had a negative impact on cash flows of economically sensitive and working capital-heavy industries, and thus dividends. The big question is, what will 2021 hold?
Read time - 5 min
20 November 2020

Neil Robson

Head of Global Equities

The future for retail - embedding new habits and shopping with purpose

Covid-19 has seen an acceleration in the take-up of e-commerce retail sales, as well as an increased awareness of the social and environmental implications of consumption
Read time - 7min
21 July 2020

Scott Woods

Portfolio Manager

Scott Woods company visits – Altair

The drives between company visits are fun. I listen to local radio, stop at local stores, and can learn a lot about US consumers and how they behave.
Read time - 5 min
6 July 2020

Scott Woods

Portfolio Manager

Scott Woods company visits – Service Master

Pest control is a rational market. Businesses do not tend to undercut others on price.
Read time - 6 min
2 June 2020

Andrew Harvie

Client Portfolio Manager, Global Equities

Global Equity Income: a dividend update

Covid-19 has obvious implications for companies’ cash flows and, consequently, their ability to return cash to shareholders (ie, pay a dividend).
Read time - 7 min

Meet the team

Simon Haines
Portfolio Manager
David Dudding
Portfolio Manager, Global Equities
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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About Us

Millions of people around the world rely on Columbia Threadneedle Investments to manage their money. We look after investments for individual investors, financial advisers and wealth managers, as well as insurance firms, pension funds and other institutions.

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We offer a broad range of actively managed investment strategies and solutions covering global, regional and domestic markets and asset classes.