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World in Motion Blog
Unser Blog zu globalen Aktien gibt Ihnen Aufschluss darüber, was wir tun, und zeigt Ihnen, wie unser Investmentmotor funktioniert. Von der Beschreibung von Unternehmensbesuchen und Momentaufnahmen unserer Arbeit bis hin zum Erkunden der wichtigsten Themen und Trends, welche die Märkte prägen.
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Ausgewählte Beiträge
Übergang zu Elektrofahrzeugen dürfte Fahrt aufnehmen
Electric Vehicle transition: poised to move through the gears
Japans wirtschaftlicher Aufschwung – Der Beginn eines lang erwarteten Wandels
Japan’s economic revival – the first steps of a long-awaited transformation
A racing certainty – can big tech beat the odds again?
WD-40, the graveyard cabinet and a hunt for special smaller companies
WD-40, die „Friedhofsvitrine“ und die Jagd nach kleineren Spezialunternehmen
Power hungry AI – investment implications in the era of energy transition
Aktives investieren in Aktien
Von globalen über regionale bis zu länderspezifischen Strategien, bieten wir maßgeschneiderte, aktiv gemanagte Anlagemöglichkeiten für Aktien.
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Das Team
Andrew Harvie is a Client Portfolio Manager within the Global Equities team. His role is to articulate the team’s investment views and capabilities to existing and prospective clients, consultants and intermediaries.
Andrew re-joined the company and the team in 2018 from Schroders where he was a client portfolio manager and head of product in the QEP investment team. He has previously worked as a client portfolio manager at Man AHL, Man Group’s quantitative investment division, having originally joined as an investment analyst in 2007. Andrew was also involved in due diligence and product strategy during Man’s acquisition of GLG Partners in 2010.
Prior to working in asset management, Andrew worked as an equity capital markets analyst at Bloomberg and started his career within wealth management.
Andrew holds a BSc (Hons) in Economics with Statistics from the University of Bristol.
Scott Woods ist ein Portfoliomanager im Global Equities-Team und seit April 2019 leitender Manager der Strategie von Threadneedle Global Smaller Companies. Scott kam 2015 als Aktienanalyst zum Global Equities-Team und war zuständig für das Research von Small-Cap-Unternehmen mit Fokus auf US-Small Caps. Anschließend wurde er zum stellvertretenden Portfoliomanager für die Strategie Threadneedle Global Smaller Companies und die Strategie Threadneedle US Smaller Companies ernannt. Vor seinem Eintritt in das Unternehmen verbrachte Scott drei Jahre bei Ecclesiastical Investment Management, einem auf SRI fokussierten Vermögensverwalter, wo er als Investmentanalyst im globalen Aktienteam arbeitete. Scott hat einen Master-Abschluss in Chemie der University of Oxford. Er besitzt außerdem die Bezeichnung Chartered Financial Analyst und das Investment Management Certificate.
Georgina Hellyer is a portfolio manager within the Global Equities team. Georgina joined the company in 2011 and the Global Equities team in 2017. She is a portfolio manager on the Global Equity Income strategy and the International Dividend Income strategy.
Previously, Georgina worked as an analyst on the Emerging Markets Equity team, covering the materials and energy sectors and becoming a portfolio manager in 2013. Before joining the company, Georgina worked at Aviva Investors as an analyst covering the materials and energy sectors on the company’s Emerging Market and Asian equities team.
Georgina has a degree in Philosophy, Politics & Economics from the University of Oxford and holds the Chartered Financial Analyst and Certified Market Technician designations.
David Dudding ist bei Columbia Threadneedle Investments als leitender Portfoliomanager für die Global-Focus-Strategie und als Co-Manager der European-Select-Strategie tätig. Er stieß im Jahr 1999 als Aktienanalyst zur Gesellschaft und verwaltete dann bis Dezember 2012 zehn Jahre lang die European-Smaller-Companies-Strategie. Davor war Herr Dudding für John Swire and Sons in Hongkong und für Investor Chronicle als Finanzjournalist tätig. Er hat einen Abschluss in Neuerer Geschichte und einen Master in Europäischer Politik von der University of Oxford. Außerdem ist er qualifiziert als Chartered Financial Analyst und Mitglied der britischen CFA Society.
Simon Haines is a portfolio manager and with research responsibility for the industrials sectors and the Asia-Pacific region. Simon joined one of the Columbia Threadneedle Investments firms in 1999 as a trainee portfolio manager, progressing to portfolio manager in January 2005, where he managed the Threadneedle UK Mid 250 Fund and co-managed the Threadneedle UK Extended Alpha Fund. He has been a member of the investment community since 1999. He received a degree in biology from Oxford University. In addition, Simon holds the Chartered Financial Analyst® designation.
Alex joined the company in 2016 as a portfolio manager. He has research responsibility for Japan and currently manages a segregated Japan equity mandate. He also supports the Global desk with idea generation and analysis of Japanese companies across all sectors. Previously, Alex was a senior fund manager at Canada Life Investments, where he managed the Japan fund and supported the management of the U.S. and Global funds. He has been a member of the investment community since 2007. Alex has a BSc in Economics from the London School of Economics. In addition, he holds the Chartered Financial Analyst® designation.
Alex Beavis is an analyst within the Global Equities team, focusing on global smaller companies. He began this role in 2019. Prior to this, Alex worked as a client portfolio analyst within the Global Equities team, assisting with client servicing, sales and articulation of the team’s investment views and capabilities.
Alex joined the company in 2016 and worked in Finance for six months on a graduate scheme rotation. In March 2017, he joined the Global Equities team, where he has remained since.
Alex holds a BSc (Hons) in Economics and Management Sciences from the University of Southampton.
Andrew Harvie is a Client Portfolio Manager within the Global Equities team. His role is to articulate the team’s investment views and capabilities to existing and prospective clients, consultants and intermediaries.
Andrew re-joined the company and the team in 2018 from Schroders where he was a client portfolio manager and head of product in the QEP investment team. He has previously worked as a client portfolio manager at Man AHL, Man Group’s quantitative investment division, having originally joined as an investment analyst in 2007. Andrew was also involved in due diligence and product strategy during Man’s acquisition of GLG Partners in 2010.
Prior to working in asset management, Andrew worked as an equity capital markets analyst at Bloomberg and started his career within wealth management.
Andrew holds a BSc (Hons) in Economics with Statistics from the University of Bristol.
Scott Woods ist ein Portfoliomanager im Global Equities-Team und seit April 2019 leitender Manager der Strategie von Threadneedle Global Smaller Companies. Scott kam 2015 als Aktienanalyst zum Global Equities-Team und war zuständig für das Research von Small-Cap-Unternehmen mit Fokus auf US-Small Caps. Anschließend wurde er zum stellvertretenden Portfoliomanager für die Strategie Threadneedle Global Smaller Companies und die Strategie Threadneedle US Smaller Companies ernannt. Vor seinem Eintritt in das Unternehmen verbrachte Scott drei Jahre bei Ecclesiastical Investment Management, einem auf SRI fokussierten Vermögensverwalter, wo er als Investmentanalyst im globalen Aktienteam arbeitete. Scott hat einen Master-Abschluss in Chemie der University of Oxford. Er besitzt außerdem die Bezeichnung Chartered Financial Analyst und das Investment Management Certificate.
Georgina Hellyer is a portfolio manager within the Global Equities team. Georgina joined the company in 2011 and the Global Equities team in 2017. She is a portfolio manager on the Global Equity Income strategy and the International Dividend Income strategy.
Previously, Georgina worked as an analyst on the Emerging Markets Equity team, covering the materials and energy sectors and becoming a portfolio manager in 2013. Before joining the company, Georgina worked at Aviva Investors as an analyst covering the materials and energy sectors on the company’s Emerging Market and Asian equities team.
Georgina has a degree in Philosophy, Politics & Economics from the University of Oxford and holds the Chartered Financial Analyst and Certified Market Technician designations.
David Dudding ist bei Columbia Threadneedle Investments als leitender Portfoliomanager für die Global-Focus-Strategie und als Co-Manager der European-Select-Strategie tätig. Er stieß im Jahr 1999 als Aktienanalyst zur Gesellschaft und verwaltete dann bis Dezember 2012 zehn Jahre lang die European-Smaller-Companies-Strategie. Davor war Herr Dudding für John Swire and Sons in Hongkong und für Investor Chronicle als Finanzjournalist tätig. Er hat einen Abschluss in Neuerer Geschichte und einen Master in Europäischer Politik von der University of Oxford. Außerdem ist er qualifiziert als Chartered Financial Analyst und Mitglied der britischen CFA Society.
Simon Haines is a portfolio manager and with research responsibility for the industrials sectors and the Asia-Pacific region. Simon joined one of the Columbia Threadneedle Investments firms in 1999 as a trainee portfolio manager, progressing to portfolio manager in January 2005, where he managed the Threadneedle UK Mid 250 Fund and co-managed the Threadneedle UK Extended Alpha Fund. He has been a member of the investment community since 1999. He received a degree in biology from Oxford University. In addition, Simon holds the Chartered Financial Analyst® designation.
Alex joined the company in 2016 as a portfolio manager. He has research responsibility for Japan and currently manages a segregated Japan equity mandate. He also supports the Global desk with idea generation and analysis of Japanese companies across all sectors. Previously, Alex was a senior fund manager at Canada Life Investments, where he managed the Japan fund and supported the management of the U.S. and Global funds. He has been a member of the investment community since 2007. Alex has a BSc in Economics from the London School of Economics. In addition, he holds the Chartered Financial Analyst® designation.
Alex Beavis is an analyst within the Global Equities team, focusing on global smaller companies. He began this role in 2019. Prior to this, Alex worked as a client portfolio analyst within the Global Equities team, assisting with client servicing, sales and articulation of the team’s investment views and capabilities.
Alex joined the company in 2016 and worked in Finance for six months on a graduate scheme rotation. In March 2017, he joined the Global Equities team, where he has remained since.
Alex holds a BSc (Hons) in Economics and Management Sciences from the University of Southampton.