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.
Power hungry AI - investment implications in the era of energy transition
Five quality growth stocks with potential in all weathers
US election: the Inflation Reduction Act (IRA) and the risk of repeal - Implications for investors
On pause: the one-way certainty of the market is over … for now
Page turners – our summer reading list
On your bike - Shimano and cycling
Water in crisis – searching for solutions
In search of sustainability – following Highway 101
Japan: we’re more convinced than ever
Unknown pleasures: A new era for equity investors #3
Unknown pleasures: A new era for equity investors #2
Unknown pleasures: A new era for equity investors #1
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.
Jamie is Co-Head of the Global Equities team, Lead Portfolio Manager of the CT Responsible Global Equity Fund and Lead Portfolio Manager of the CT SDG Engagement Global Equity Fund. Jamie joined Columbia Threadneedle through the acquisition of BMO GAM (EMEA) in 2021, having previously been with BMO since 2000. Prior to joining the group, Jamie worked at Hill Samuel Asset Management as a Japanese Equities Fund Manager. He holds an MA in History from the University of Edinburgh, has IMC and IIMR qualifications and is a member of the CFA Society of the UK.
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 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.
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.
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.
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About Us
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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We offer a broad range of actively managed investment strategies and solutions covering global, regional and domestic markets and asset classes.