World in Motion Blog
Bienvenue sur notre blog consacré aux actions mondiales
Notre blog sur les marchés actions internationales vous plonge dans notre univers et vous montrer comment la machine à investir fonctionne réellement. Que ce soit en décrivant nos visites d’entreprises, en vous donnant un aperçu du travail que nous faisons ou bien en explorant les principaux thèmes et tendances qui façonnent les marchés.
6 novembre 2024
WD-40, the graveyard cabinet and a hunt for special smaller companies
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.
17 octobre 2024
Power hungry AI - investment implications in the era of energy transition
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.
23 août 2024
US election: the Inflation Reduction Act (IRA) and the risk of repeal - Implications for investors
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.
16 juillet 2024
Actions
On your bike - Shimano and cycling
On your bike - Shimano and cycling
From gearing up Tour de France contenders to a growing e-bike market, Shimano looks well placed.
Read time - 3 mins
21 mai 2024
Actions
Water in crisis – searching for solutions
Water in crisis – searching for solutions
With too much, too little or too toxic water the world is facing a water crisis. We explore key issues and challenges before highlighting some of the companies promoting better water management.
Read time - 3 mins
17 avril 2024
Actions mondiales
In search of sustainability – following Highway 101
In search of sustainability – following Highway 101
Travelling down the US west coast we met 25 companies in five days. Learn more about the tech and healthcare businesses shaping our future.
Read time - 3 mins
22 mars 2024
Actions
Japan: we’re more convinced than ever
Japan: we’re more convinced than ever
Investors are increasingly turning their attention to Japan. We spent two weeks there and met dozens of companies. But which businesses look best placed?
Watch time - 6 mins
29 février 2024
Actions mondiales
Unknown pleasures: A new era for equity investors #3
Unknown pleasures: A new era for equity investors #3
Portfolio positioning
Read time - 2 mins
28 février 2024
Actions mondiales
Unknown pleasures: A new era for equity investors #2
Unknown pleasures: A new era for equity investors #2
The shape of the new economy – from inflation and growth to government debt and equity valuations.
Read time - 2 mins
27 février 2024
Actions mondiales
Unknown pleasures: A new era for equity investors #1
Unknown pleasures: A new era for equity investors #1
How we got where we are.
Read time - 2 mins
11 janvier 2024
Actions mondiales
Welcome back the dividend champions!
Welcome back the dividend champions!
'Big Tech' received a lot of attention in 2023, but we don’t believe it’s the only sector with attractive investment ideas offering the desired capital return characteristics.
Read time - 2 mins
12 septembre 2023
Actions mondiales
Things will never be the same: the potential for AI to reshape the world
Things will never be the same: the potential for AI to reshape the world
We look at the potential for AI to transform society and the economic ramifications of a post-AI world
Read time - 2 mins
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Insights
Restez à jour avec la situation des marchés internationaux, découvrez nos points de vus sur les majeures classes d’actifs et lisez les derniers commentaires de nos gérants des fonds.