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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 March 2021

Pauline Grange

Portfolio Manager

Pauline Grange interview: sustainability and investing

Global equities portfolio manager Pauline Grange talks about sustainability, her approach to investing and how she goes about identifying companies.
Read time - 6 min
25 February 2021

Pauline Grange

Portfolio Manager, Global Equities

How Covid-19 might change the world for ever – revisited (part 1)

We revisited our “10 factors that could change economies & markets for ever” viewpoint from April 2020 to see if any of our initial thoughts have shifted in the intervening months …
Read time - 5 min
19 February 2021

Jonathan Crown

Portfolio Manager

Dividend outlook: the capital return mix is key in 2021

2020 was an extremely tough year which had a negative impact on cash flows of economically sensitive and working capital-heavy industries, and thus dividends. The big question is, what will 2021 hold?
Read time - 5 min
20 November 2020

Neil Robson

Head of Global Equities

The future for retail - embedding new habits and shopping with purpose

Covid-19 has seen an acceleration in the take-up of e-commerce retail sales, as well as an increased awareness of the social and environmental implications of consumption
Read time - 7min
20 November 2020

Japan's climate change targets

Japan’s new prime minister, Yoshihide Suga, has announced plans for the country to achieve carbon neutrality by 2050, bringing the country in line with the EU
Read time - 4min
17 October 2020

Pauline Grange

Portfolio Manager

Sustainable Theme Focus - A Green Recovery

If governments could react so swiftly to a deadly respiratory virus, why can’t they react as urgently when dealing with air pollution and climate change?
Read time - 4 min
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Meet the team

David Dudding
Portfolio Manager, Global Equities
Pauline Grange
Portfolio Manager
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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