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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17 April 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 März 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 Februar 2024

Unknown pleasures: A new era for equity investors #3

Portfolio positioning
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
15 Juli 2022

Paperback readers: the team’s summer reading lists

We asked the Global Equities Team what books they will be devouring this summer, and as ever it’s an eclectic collection with something for everyone. See how many you’ve read!
Read time - 9 min
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
30 März 2022

Natasha Ebtehadj

Portfolio Manager, Global Equities

3D vision: why decarbonisation, defence and deglobalisation are here to stay

Natasha Ebtehadj looks at three themes that will likely endure following the events of the past month in Ukraine
Read time - 4 min
29 März 2022

Jess Williams

Portfolio Analyst, Responsible Investment

Natasha Ebtehadj

Portfolio Manager, Global Equities

Four environmental themes for 2022: energy transition

The transition away from fossil fuels was never going to be easy and in 2021 we hit the first bump on the road of this journey. Rocketing energy bills have affected most countries as the price of oil, coal and gas has soared over the past year. There have been several factors behind this crisis, but at its core it is a demand versus supply mismatch.
Read time - 7 mins
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Das 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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