World in Motion Blog

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.

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17 October 2024

Power hungry AI - investment implications in the era of energy transition

Understanding the options for power provision and assessing the investment opportunities resulting from AI’s thirst for energy.
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 July 2024

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.
16 July 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
21 May 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 March 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 February 2024

Neil Robson

Head of Global Equities

Unknown pleasures: A new era for equity investors #3

Portfolio positioning
Read time - 2 mins
28 February 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 February 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 January 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
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Meet the team

Nick Henderson
Director, Portfolio Manager
Jamie Jenkins
Managing Director, Head of Global ESG Equities
Harry Waight
Portfolio Manager
Claire Franklin
Fund Manager
Alex Lee
Portfolio Manager, Global Equities
Simon Haines
Portfolio Manager
David Dudding
Senior Portfolio Manager, Global Equities
Georgina Hellyer
Portfolio Manager
Jonathan Crown
Portfolio Manager
Scott Woods
Portfolio Manager, Global Equities
Pauline Grange
Portfolio Manager, Global Equities
Neil Robson
Head of Global Equities
Alex Beavis
Global Small Cap Analyst
Laura Wood
Senior Associate, Analyst, Global Equities
Clare Allen
Product Specialist Responsible Investment & Global Equities
Bronwyn Curran
Client Portfolio Analyst
Andrew Harvie
Client Portfolio Manager, Global Equities

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