Types of investment

Equities

We offer a wide range of global, regional and country specific strategies, investing across the market cap spectrum and with various risk and return objectives.

Meeting companies and conducting fundamental research lie at the heart of our stock picking approach to equity investing. We look for companies that can create sustainable long-term value and believe that by engaging with companies we can gain a thorough understanding of their business models, company finances, competitive pressures and drivers of corporate profits.

Combining this bottom-up analysis with in-house thematic and macroeconomic insights into markets helps us to build portfolios that can deliver consistent, long-term outperformance.

Why choose Columbia Threadneedle for equities?

A key tenet of our investment approach is research intensity. A team of over 200 investment professionals is dedicated to original independent research, the sharing of global perspectives and data analytics, across all major asset classes and markets. *

Being a responsible investor is integral to our business proposition and defines how we act in the marketplace. We feel that it is important to create our own metrics for assessing companies and as a result we have our own responsible investment ratings which are used by our investment teams as a core input to their fundamental analysis when assessing and engaging with candidate companies for investment.

This research intensity, combined with our expertise and our culture of collaboration, has enabled us to deliver a proven track record of strong, consistent risk-adjusted returns, making us a dependable partner for your equity investments.

* Source: Columbia Threadneedle Investments, as at 31 December 2023.

12 February 2024

Pauline Grange

Portfolio Manager

Global Sustainable Outcomes Q4 2023

From an AI explosion to excitement around obesity treatments, there were a number of structural investment themes that supported stronger-than-expected earnings growth across several holdings within the CT Sustainable Outcomes Global Equity strategy.
Read time - 1 min
9 February 2024

Paul Doyle

Head of Europe ex-UK Equities

All eyes on quality defensives

Equity markets have rallied, inflation is falling, interest rates are peaking, and 2024 rate cuts are already priced into markets.
Read time - 2 min
5 February 2024

Andrew Harvie

Client Portfolio Manager, Global Equities

Small wonder: the case for global small cap

We believe the small cap market offers exposure to quality global companies with diverse earnings drivers and potential for resilience, regardless of the the macroeconomic backdrop.
Read time - 5 min
30 January 2024

Daisuke Nomoto

Global Head of Japanese Equities

Simon Morton-Grant

Client Portfolio Manager

Japan’s decade of sustained momentum: is it here to stay?

We believe several catalysts are creating a paradigm change in the country: the shift from deflation to inflation, corporate governance reform and increased domestic flows.
Read time - 5 min
5 January 2024

Sally Springer

Senior Thematic Research Analyst, Global Research

The substitution effect: AI and the labour market

As investors, we need to know how firms will manage the seismic shift that jobs markets will experience due to generative AI over the next few years and decades.
Read time - 2 min
23 November 2023

Melda Mergen

Global Head of Equity

With macro risks elevated it’s all about stock selection

There are plenty of macro drivers that will create equity volatility in 2024. To succeed, investors will need to maintain a resilient portfolio.
Reading time - 4 min

Client Solutions

Global Emerging Markets

Emerging markets are fast becoming the driver of global growth. This underpins the most exciting theme in emerging markets – the rise of the middle class and its evolving consumer pattern, from tourism to the pioneering of new products and services.

Related funds

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Key documents

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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.

Our funds

Columbia Threadneedle Investments has a comprehensive range of investment funds catering for a broad range of objectives.

Investment Options

We offer a broad range of actively managed investment strategies and solutions covering global, regional and domestic markets and asset classes.