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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

24 May 2021

David Dudding

Portfolio Manager, Global Equities

The destruction of creatives

Advertising spend was huge during lockdown, but it's not the traditional players who are benefiting. This changing market highlights some of the difficulties with 'value investing' at a time of technological change.
Read time - 2 min
29 April 2021

Alex Beavis

Global Small Cap Analyst

Sim when you’re winning

Why the healthcare sector could provide another wave of simulation demand, especially in drug development, and the companies we're keeping an eye on.
Read time - 3 min
22 April 2021

Neil Robson

Head of Global Equities

The Legend of Semiconductors

Why they are the building blocks of the modern economy and represent quality growth in our portfolios.
Read time - 2 min
1 April 2021

Natasha Ebtehadj

Portfolio Manager, Global Equities

Much Ado About Inflation

Could Shakespeare give investors a structure for how to think about the future path of inflation and interest rates this year and beyond?
Read time - 5 min
15 March 2021

Neil Robson

Head of Global Equities

How vaccines are paving the way for the ‘grand reopening’

Approaching 25 million people have received their first vaccine dose in the UK – close to half the adult population. Millions more in Europe also. The grand reopening is coming
Read time - 5 min
8 March 2021

Pauline Grange

Portfolio Manager, Global Equities

How Covid-19 might change the world for ever – revisited (part 2)

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
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Meet the team

Simon Haines
Portfolio Manager
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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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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