Equities

CT Global Emerging Markets Equity Fund

A best-in-class Emerging Market equity franchise managing both core and ESG strategies, with bottom-up fundamental research key to our investment process. We seek to outperform by identifying ‘stewards of capital’ – companies we believe are capable of sustaining and accelerating profitable growth – as they are well positioned to realise the immense growth potential created by the under-penetration of many emerging-markets industries.

Insights

20 March 2024

Krishan Selva

Client Portfolio Manager

Lin Jing Leong

Senior Sovereign Analyst, Emerging Market Asia

China: bottom-up opportunity as the macro picture slowly improves

While the top-down story has challenges, the notion that China is ‘uninvestable’ is in our view misinformed. We believe company-specific opportunities can be found by looking at trade, value for money and capital return.
Read time - 5 min
27 February 2024

Dara White

Global Head of Emerging Market Equities

Krishan Selva

Client Portfolio Manager

Cory Unal

Portfolio Analyst

India’s digital revolution offers more opportunities for investors

The country is in a structural growth cycle, with a focus on reform, infrastructure investment and manufacturing. Alongside favourable demographics, it's making India an easier country in which to do business.
Read time - 3 min
20 June 2023

Dara White

Global Head of Emerging Market Equities

Krishan Selva

Client Portfolio Manager

Indonesia - unlocking the potential

Previously vulnerable to the commodity cycle, Indonesia has witnessed an impressive resurgence with improved macroeconomic performance and attractive investment opportunities.
Read time - 6 min

CT Global Emerging Markets Equity Fund

A disciplined, bottom-up approach led by a team skilled and equipped to seek out emerging market ‘stewards of capital’, businesses capable of sustaining and accelerating profitable growth.

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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.

Our capabilities

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