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World in Motion

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World in Motion

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.

Latest articles

1 February 2023
Equity - Global

Jonathan Crown

Portfolio Manager

Alphabet: ABC … Dividends

Alphabet, with its dominant Google search engine, Android operating system and YouTube platform, is an impressive business.
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Read time - 4 min
15 July 2022
Equity - Global

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!
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Read time - 9 min
19 May 2022
Equity - Global

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
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Read time 6 min
30 March 2022
Equity - Global

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
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Read time - 4 min
29 March 2022
Equity - Global

Pauline Grange

Portfolio Manager, Global Equities

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.
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Read time - 7 mins
22 February 2022
Equity - Global

Jonathan Crown

Portfolio Manager

Aiming to fully capture semiconductor growth

The chip industry is both growth and quality – which is why we like it.
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Read time - 2 min
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Senior management team

Alex Beavis
Global Small Cap Analyst
Alex Lee
Portfolio Manager
David Dudding
Portfolio Manager
Ashish Kochar
Portfolio Manager, Global Equities
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
Natasha Ebtehadj
Portfolio Manager, Global Equities
Andrew Harvie
Client Portfolio Manager, Global Equities
Neil Robson
Head of Global Equities

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