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.
9 Oktober 2024

Five quality growth stocks with potential in all weathers

From US railroads to e-commerce platforms. We highlight five diverse businesses with one thing in common - strong competitive advantages.
23 August 2024

US election: the Inflation Reduction Act (IRA) and the risk of repeal - Implications for investors

The multi decade transition to green energy should remain intact. We explain why and highlight companies set to benefit.
23 August 2024

On pause: the one-way certainty of the market is over … for now

The macroeconomic backdrop is changing, or at least uncertain. This could shift the pricing of risk assets, but it won’t change what we do, which is look for stronger competitively advantaged businesses that fit our quality growth philosophy.
24 Juli 2024

Jonathan Crown

Portfolio Manager

David Dudding

Portfolio Manager, Global Equities

Scott Woods

Portfolio Manager

Claire Franklin

Fund Manager

Jamie Jenkins

Managing Director, Head of Global ESG Equities

Page turners – our summer reading list

Which books have kept our global equities team turning pages in recent months? From AI to geopolitics in space, Charles De Gaulle, and music loving detectives. It’s an eclectic mix.
Read time - 3 mins
16 Juli 2024

Harry Waight

Portfolio Manager

On your bike - Shimano and cycling

From gearing up Tour de France contenders to a growing e-bike market, Shimano looks well placed.
Read time - 3 mins
8 Juli 2024

Pauline Grange

Portfolio Manager

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.
Lesezeit - 3 mins
21 Mai 2024

Pauline Grange

Portfolio Manager

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.
Read time - 3 mins
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
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Das Team

Alex Beavis
Global Small Cap Analyst
Alex Lee
Portfolio Manager, Global Equities
David Dudding
Portfolio Manager
Simon Haines
Portfolio Manager
Pauline Grange
Portfolio Manager
Georgina Hellyer
Portfolio Manager
Bronwyn Curran
Client Portfolio Analyst
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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