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 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 March 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 February 2024

Unknown pleasures: A new era for equity investors #3

Portfolio positioning
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
26 July 2023

Alex Lee

Portfolio Manager

Japanese Inflation: signs of meaningful change

In 2016 Akagi Nyuguyo, a Japanese frozen dessert company, raised the price of its popular Garigari-kun children’s iced lollies following a sharp rise in costs. It increased the price from Y60 to Y70, equivalent to a rise of around six pence. This was the first price hike in 25 years.
Read time - 2 mins
20 July 2023

Harry Waight

Portfolio Manager

Play the AI boom through chips and shovels

Artificial Intelligence is set to be among the defining technologies of the next decade. What’s the best way to tap-into this theme from an investment perspective?
Read time - 5 mins
4 May 2023

Pauline Grange

Portfolio Manager

Glacial progress means women still have to mind the pay gap

Although the gender pay gap is slightly improved compared with 2021, at the current rate of progress it will take 132 years for women to reach pay parity with men.
Read time - 4 min
1 February 2023

Jonathan Crown

Portfolio Manager

Alphabet: ABC … Dividends

Alphabet, with its dominant Google search engine, Android operating system and YouTube platform, is an impressive business.
Read time - 4 min
15 July 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
1204, 1101, 3005, 1141, 2671, 2987, 1169, 8973, 9001, 9002, 1102, 8585, 8975

Meet the 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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