World in Motion Blog
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.
In search of sustainability – following Highway 101
El auge del sector de los ascensores
Global equities: how the team is sticking to process during the covid-19 crisis
Adiós a la década de 2010, la primera sin recesión
Más allá del coronavirus
Evaluación de las posibles repercusiones del coronavirus en el mercado
Visitas de Scott Woods a compañías - Trex
Qué hacer con nuestros residuos de plástico
Visitas de Scott Woods a compañías: Axalta
Visita a la tienda Adidas LND - énfasis en la sostenibilidad
Destrucción creativa y su impacto en las carteras
Cuando los bancos se encontraron con las tecnofinanzas
Meet the team
Nick Henderson is a Portfolio Manager within the Global Equities team. He joined Columbia Threadneedle through the acquisition of BMO GAM (EMEA) in 2021, having previously been with BMO since 2008. He is Lead Portfolio Manager of the CT Sustainable Opportunities Global Equity Strategy and CT Sustainable Global Equity Income Strategy and alternate manager of the CT Responsible Global Equity Strategy. Prior to joining the firm, Nick graduated with a Bachelor of Science degree in Economics from the University of Bristol and is a CFA charterholder.
Harry is a portfolio manager with the Japan Equity team at Columbia Threadneedle Investments covering one of the team’s Japan strategies. He joined the BMO Global Asset Management Talent Development Programme in 2015, rotating through the Responsible Investment team, Global Equities, Investment Grade Credit and Multi-Strategy teams. He also supports the Global desk with idea generation and analysis of Japanese companies across all sectors. Harry graduated with a First in History (BA Hons) from Royal Holloway, University of London. He has the IMC qualification and holds the Chartered Financial Analyst® designation.
Claire is a Portfolio Manager for our Global Emerging Markets Small Cap strategy and is one of the members of the LGM ESG working group. She also has an additional role reporting in to the Global Equity team to facilitate EM ideas that are relevant to Global Equities and share best practice on ESG integration between the two teams. Claire has over seventeen years of investment experience, joining the LGM investment team in 2014. Initially, Claire focused mainly on Eastern European markets and in 2017, became a Portfolio Manager for LGM’s GEM Small Cap Strategy. Prior to joining LGM, Claire spent eight years at BMO Global Asset Management (LGM’s parent entity) where she worked as a research analyst, responsible for analysing companies across Emerging Europe, the Middle East and South Africa. She began her career at Sloane Robinson Investment Management with a focus on small and mid-cap Asian companies. Claire graduated with a BSc (Hons) in Banking and International Finance from Cass Business School, London and is a CFA Charterholder.
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.
Simon Haines es gestor de carteras del equipo de renta variable mundial. Se incorporó a esta función en noviembre de 2013 y actualmente es gestor principal de las carteras EAFE y Sharia de la mesa. También se ocupa del análisis del sector industrial y de la región de Asia-Pacífico.
Simon se unió a la compañía en 1999 como gestor en prácticas de la cartera de renta variable británica, y fue ascendido a gestor de carteras en enero de 2005, gestionando el fondo Threadneedle UK Mid 250 y cogestionando el fondo Threadneedle UK Extended Alpha.
Simon se licenció en Biología por la Universidad de Oxford en 1999 y también posee el título de analista financiero acreditado (CFA).
David Dudding es gestor sénior de carteras en Columbia Threadneedle Investments, donde ejerce como gestor principal de carteras de la estrategia Global Focus y como cogestor de la estrategia European Select. Se incorporó a la compañía como analista de renta variable en 1999, para luego pasar a gestionar la estrategia European Smaller Companies durante 10 años, hasta diciembre de 2012. Con anterioridad, David había trabajado en John Swire and Sons en Hong Kong y en Investors Chronicle como periodista financiero. Es licenciado en Historia Moderna y cuenta con un máster en Política Europea de la Universidad de Oxford. Asimismo, es analista financiero acreditado (CFA) y miembro de la Sociedad de CFA del Reino Unido.
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.
Jonathan Crown es gestor de carteras principal de la estrategia Global Equity Income (renta variable mundial generadora de ingresos) y gestiona una serie de mandatos agrupados e institucionales, entre ellos el fondo Threadneedle Global Equity Income. Jonathan se incorporó a la compañía en 2005 en calidad de analista de inversiones dentro del equipo de crédito. En 2008, pasó del equipo de renta fija al de renta variable mundial, y gestiona carteras de renta variable mundial desde 2010 y de renta variable mundial generadora de ingresos desde 2011. También es vicedirector del equipo de análisis del sector financiero.
Antes de unirse a la empresa, trabajó en Dresdner Kleinwort Wasserstein como analista de crédito con calificación «investment grade» cubriendo el sector financiero.
Jonathan es licenciado en Economía por la Universidad de St Andrews.
Scott Woods es gestor de carteras dentro del equipo de renta variable mundial y lleva desempeñando el puesto de gestor principal de la estrategia Threadneedle Global Smaller Companies desde abril de 2019. Scott se unió al equipo de renta variable mundial en 2015 en calidad de analista de renta variable, un cargo en el que se responsabilizaba del análisis de compañías de pequeña capitalización, centrándose en particular en los valores de pequeña capitalización de Estados Unidos. Con posterioridad, desempeñó el cargo de gestor de carteras adjunto en las estrategias Threadneedle Global Smaller Companies y Threadneedle US Smaller Companies.
Antes de incorporarse a la firma, Scott trabajó durante tres años en Ecclesiastical Investment Management, una gestora de activos focalizada en la inversión socialmente responsable, una firma en la que ocupó el puesto de analista de inversiones en el equipo de renta variable mundial.
Scott posee un máster en Química por la Universidad de Oxford. Cuenta además con el título de analista financiero acreditado (CFA) y el Certificado de Gestión de Inversiones.
Pauline Grange is a portfolio manager within the Global Equities team. She took up this role in 2007 and is currently lead portfolio manager of the Threadneedle Global Sustainable Outcomes and Threadneedle World Equity strategies and deputy portfolio manager of the Columbia Select Global Equity fund. She also heads the telecoms and utilities sector research team and is the deputy head of the technology sector research team.
Before joining the company, Pauline was a global equity portfolio manager for Investec Asset Management.
Pauline has a Bachelor of Business Science (Honours) in Finance from the University of Cape Town. She also holds the Chartered Financial Analyst designation.
Neil Robson es Director de Renta Variable Mundial de Columbia Threadneedle Investments, cargo que ocupa desde julio de 2017. Se incorporó a la compañía en 2011 como gestor de carteras dentro del equipo de renta variable mundial. Es gestor adjunto del fondo Threadneedle Global Select y gestiona varios mandatos de renta variable mundial para clientes institucionales. También es cogestor del fondo Threadneedle Global Extended Alpha.
Previamente, Neil trabajó como gestor de fondos en empresas que incluyen Martin Currie, Barings y Citibank. Además, entre 2003 y 2009 fue Jefe de Renta Variable Mundial en Pioneer Investments.
Neil es licenciado en Economía por la Universidad de Bristol.
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.
Laura is an Analyst in the Global Equities team. She joined Columbia Threadneedle through the acquisition of BMO GAM (EMEA) in 2021, having previously been with BMO since 2015, originally joining through the Talent Development Programme. She holds the IMC qualification and has passed Level II of the CFA examination. Prior to this, Laura spent three years at BMO Capital Markets as an Investment Banking Analyst. Laura graduated with a Bachelor of Commerce degree in 2012 from Queen’s University in Ontario, Canada.
Clare Allen is a Product Specialist with a dual role covering Global Equities and Responsible Investment. Clare joined the firm in 2018, when she was managing relationships with a range of global and domestic investment consulting firms. Prior to joining the business, Clare worked at HSBC Global Asset Management in a variety of institutional distribution roles. She holds a BA in Business Studies and French from the University of Liverpool.
Bronwyn Curran is a client portfolio analyst in the Global Equities team. In this role, she is responsible for providing detailed information on the company’s global equity views and capabilities to clients, prospects and consultants.
She joined the company in 2018 as part of its graduate programme before joining her current team in 2020.
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.
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