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 March 2022.

12 January 2023

William F. “Ted” Truscott

Chief Executive Officer

Industry trends to watch in 2023

The last few years have delivered a fair share of ‘once-in-a-lifetime’ setbacks for asset managers and investors.
Read time - 4 min
14 December 2022

Melda Mergen

Global Head of Equity

Focus on quality for success in equities

Investors should not expect everything to go ‘back to normal’ in 2023, says Melda Mergen. Higher inflation and a weaker economic environment will mean not all companies will thrive.
Read time - 4 min
12 December 2022

Kate Moreton

Emerging Market Sovereign Analyst

Uruguay’s experiment in sovereign sustainability-linked bonds

We are excited about an innovation that should offer transparency and impact – the ultimate goal for ESG investors.
Read time - 5 min
9 December 2022

William Davies

Global Chief Investment Officer

No more bad news should be good news in 2023

After a dismal year for markets, William Davies gives his thoughts on risks and opportunities in the market as we head into 2023. While there is plenty to be cautious about, a repeat of 2022 seems unlikely.
Read time - 6 min
3 October 2022

Richard Colwell

Head of UK Equities

Pep talk…the parallels between football and fund management!

Head of UK equities, Richard Colwell, on trusting in your process, why a valuation and sell discipline is key, and why he loves a 4-4-2
Read time - 5 min
1 September 2022

Richard Colwell

Head of UK Equities

UK equities: winter of discontent?!

Despite the macro headwinds and cost-of-living crisis facing the country, “UK plc” is in better shape than it is given credit for, and as long-term investors we will continue to concentrate on company fundamentals and not just the next six months
Read time - 6 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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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.