Investment capabilities

Equities

Equities approach
Equities insights

We offer 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 equity approach. We aim to invest in 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.

Face-to-face meetings also provide an opportunity to question management teams on their future plans and strategies. Combining this bottom-up analysis with thematic insights into markets helps us to build portfolios that can deliver consistent, long-term outperformance.

12 February 2021

Paul DiGiacomo

Head of Equity Research

Covid-19 index: when might life return to ‘normal’?

With every country attempting to return to normality following the coronavirus pandemic, we are monitoring US economic activity as well as other measures of 'normality' such as entertainment and leisure, high street shopping, and schools reopening.
Read time - 5 min
12 February 2021

Derek Lin & Dara White

Portfolio Manager and China Specialist & Global Head of Emerging Market Equities

Developing capital markets make China an exciting option

With Chinese New Year celebrations getting underway and 2021 being the Year of the Ox – a symbol of strength and determination – we look at the prospects for Chinese equities
Read time - 7 min
19 January 2021

Sonal Sagar

Portfolio Manager, UK Equities

UK sustainable equity - backing responsible businesses emerging stronger from the coronavirus crisis

The pandemic brought the S in environmental, social and governance investing more to the fore, and 2021 will see the fund looking at companies where underlying business models and growth opportunities are positioned for sustainable success
Read time - 5 min
6 January 2021

Dara White

Global Head of Emerging Market Equities

Global emerging markets: gaining momentum

Despite its huge impact, the Covid-19 pandemic has done little to disrupt the powerful structural trends driving growth in emerging markets, and we expect those trends to gain momentum in the coming year
Read time - 5 min
23 December 2020

Paul Doyle

Head of Europe ex-UK Equities

No alternative to equities

While political risk, a second Covid-19 wave, lower economic activity and suppressed inflation might trigger a short-term sell-off, in the medium term a high equity risk premium and low rates will support equities
Read time - 8 min
22 December 2020

Mine Tzegul

Portfolio Manager

Stock picking paramount in European small cap market

Managing money in a crisis can be challenging, but our long-term investment approach and valuation discipline have helped us take advantage of the market dislocation
Read time - 5 min

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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.

Insights

Keep up to date with global markets, discover our latest thinking on key asset classes and read our fund managers’ latest thoughts on the world.

Investment capabilties

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