Welcome to our global equities blog

World in Motion

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.

Featured Posts

July 1, 2025
Joe Horrocks-Taylor
Vice President - Sustainable Research
Neil Robson
Head of Global Equities, EMEA

Electric Vehicle transition: poised to move through the gears

With cost parity on the horizon, we expect the adoption of electric vehicles to accelerate. We explore the key drivers and related investment opportunities.
electric vehicle
February 12, 2025
Daisuke Nomoto
Global Head of Japanese Equities
Simon Morton-Grant
Client Portfolio Manager

Japan’s economic revival – the first steps of a long-awaited transformation

Japanese equities have enjoyed strong returns in recent years. Have investors missed the boat? We think not and remain constructive on the outlook from here.
Tokyo sky tree
electric vehicle
July 1, 2025
Joe Horrocks-Taylor
Vice President - Sustainable Research
Neil Robson
Head of Global Equities, EMEA

Electric Vehicle transition: poised to move through the gears

With cost parity on the horizon, we expect the adoption of electric vehicles to accelerate. We explore the key drivers and related investment opportunities.
Tokyo sky tree
February 12, 2025
Daisuke Nomoto
Global Head of Japanese Equities
Simon Morton-Grant
Client Portfolio Manager

Japan’s economic revival – the first steps of a long-awaited transformation

Japanese equities have enjoyed strong returns in recent years. Have investors missed the boat? We think not and remain constructive on the outlook from here.
woman with a tablet
January 21, 2025
Neil Robson
Head of Global Equities, EMEA

A racing certainty – can big tech beat the odds again?

Bumper earnings have seen big US tech names dominate equity returns. What are their prospects from here and will the rest of the market begin to close the gap?
Playing dice and pencil drawing on wooden table
November 6, 2024
Scott Woods
Portfolio Manager, Global Equities

WD-40, the graveyard cabinet and a hunt for special smaller companies

I spend about nine weeks a year in a rental car looking for companies all over the world, discovering their products, operations and customers. Here's what I'm looking for.
Electric pylon with starry sky
October 17, 2024
Natalia Luna
Senior Investment Analyst, Sustainability Research

Power hungry AI – investment implications in the era of energy transition

Understanding the options for power provision and assessing the investment opportunities resulting from AI’s thirst for energy.
dollar
August 23, 2024
Neil Robson
Head of Global Equities, EMEA

On pause: the one-way certainty of the market is over … for now

The macroeconomic backdrop is changing, or at least uncertain. This could shift the pricing of risk assets, but it won’t change what we do, which is look for stronger competitively advantaged businesses that fit our quality growth philosophy.
Solar panels
August 23, 2024
Pauline Grange
Portfolio Manager, Global Equities
Natalia Luna
Senior Investment Analyst, Sustainability Research

US election: the Inflation Reduction Act (IRA) and the risk of repeal – Implications for investors

The macroeconomic backdrop is changing, or at least uncertain. This could shift the pricing of risk assets, but it won’t change what we do, which is look for stronger competitively advantaged businesses that fit our quality growth philosophy.
woman reading a book
July 24, 2024
David Dudding
Senior Portfolio Manager, Global Equities
Claire Franklin
Fund Manager
Jamie Jenkins
Managing Director, Head of Global ESG Equities

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.
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Meet the Team

Alex Beavis
Global Small Cap Analyst
Jamie Jenkins
Managing Director, Head of Global ESG Equities
Clare Allen
Product Specialist, Responsible Investment & Global Equities
Claire Franklin
Fund Manager
Alex Lee
Portfolio Manager, Global Equities
Simon Haines
Portfolio Manager