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World in Motion

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World in Motion

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.

Neueste Beiträge

2 Juli 2021

Mark King

Head of Investment Content

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 Juli 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 Juni 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 Juni 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 Mai 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 April 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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Das Team

Alex Beavis
Global Small Cap Analyst
Alex Lee
Portfolio Manager
Ashish Kochar
Portfolio Manager, Global Equities
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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