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.
24 July 2024
Page turners – our summer reading list
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
On your bike - Shimano and cycling
On your bike - Shimano and cycling
From gearing up Tour de France contenders to a growing e-bike market, Shimano looks well placed.
21 May 2024
Water in crisis – searching for solutions
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.
17 April 2024
Equity - Global
In search of sustainability – following Highway 101
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
Equity
Portfolio Manager
Portfolio Manager
Japan: we’re more convinced than ever
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
Equity - Global
Unknown pleasures: A new era for equity investors #3
Unknown pleasures: A new era for equity investors #3
Portfolio positioning
Read time - 2 mins
28 February 2024
Equity - Global
Unknown pleasures: A new era for equity investors #2
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
Equity - Global
Unknown pleasures: A new era for equity investors #1
Unknown pleasures: A new era for equity investors #1
How we got where we are.
Read time - 2 mins
11 January 2024
Equity - Global
Welcome back the dividend champions!
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
Equity - Global
Things will never be the same: the potential for AI to reshape the world
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
Equity - Global
Doing it by the book: our summer reading lists
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
26 July 2023
Equity - Global
Japanese Inflation: signs of meaningful change
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
Meet the team
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About Us
Millions of people around the world rely on Columbia Threadneedle Investments to manage their money. We look after investments for individual investors, financial advisers and wealth managers, as well as insurance firms, pension funds and other institutions.
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We offer a broad range of actively managed investment strategies and solutions covering global, regional and domestic markets and asset classes.