Our 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.

19 February 2021

Jonathan Crown

Portfolio Manager

Dividend outlook: the capital return mix is key in 2021

After a tough year for dividends in 2020, the outlook for 2021 is positive. Many of the sectors that were most impacted in 2020, such as autos, should see a good rebound in dividends
Read time - 5 min
19 February 2021

Pauline Grange

Portfolio Manager, Global Equities

Global Sustainable Outcomes, and how Covid-19 could change the world for ever

We talk to portfolio manager Pauline Grange about global equities and investing in companies which aim to address the world's biggest environmental and social challenges.
Read time - 2 min
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
21 January 2021

Global Perspectives 2021

In 2020 we experienced the extraordinary, in the form of the Covid-19 pandemic that challenged individuals, families, companies, governments and investment markets around the world.In this series of outlooks from our leading investment experts, we look at how markets and economies have been impacted by the pandemic, and what the future holds for the next 12 months.
Read time - 2 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

Our range

UK Equities

Our UK equities funds are managed by a large and experienced team that challenges and debates ideas across a diverse range of UK equity strategies. We believe this team-based approach leads to better insights, better decisions and better outcomes for our clients.

European Equities

Our multi-disciplinary European equities team, headed by Philip Dicken, have a broad experience of all market conditions. Our comprehensive European equity range provides investment choice for investors with differing objectives and risk profiles, from core funds to more concentrated high alpha and specialised smaller company funds.

US Equities

At Columbia Threadneedle Investments we have developed a comprehensive range of actively-managed US Equity funds, whether investing for income, growth or a combination of both. Our team of experienced professionals combine deep fundamental analysis with a global culture of sharing ideas to identify compelling investment opportunities across the market spectrum in the US.

Global Equities

Competitive advantage is at the heart of our investment philosophy. It gives us the confidence that a company can maintain its market position and can deliver high returns and stable growth for investors over time. Our approach combines an analysis of company fundamentals, detailed industry research and a competitive advantage framework to identify the highest quality companies from across the globe.

UK Equities
Our UK equities funds are managed by a large and experienced team that challenges and debates ideas across a diverse range of UK equity strategies.
Find out more
European Equities
Our comprehensive European equity range provides investment choice for investors with differing objectives and risk profiles, from core funds to more concentrated high alpha and specialised smaller company funds.
Find out more
US Equities
At Columbia Threadneedle Investments we have developed a comprehensive range of actively-managed US Equity funds, whether investing for income, growth or a combination of both.
Find out more
Global Equities
Competitive advantage is at the heart of our investment philosophy. It gives us the confidence that a company can maintain its market position and can deliver high returns and stable growth for investors over time.
Find out more

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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.