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.

4 May 2021

CIO market outlook

CIO William Davies gives his current thoughts on the shape of the recovery, what impact different levels of stimulus and the speed of vaccination campaigns may have in Europe and the US, and which structural trends have been accelerated by the pandemic.
Watch time - 4 min
30 April 2021

Mark King

Head of Investment Content

Market Monitor - 30 April 2021

Global stock markets have managed to consolidate their recent gains this week, with optimism about a return to economic normality over the course of 2021 still the main focus.
Read time - 2 min
23 April 2021

Mark King

Head of Investment Content

Market Monitor - 23 April 2021

Concerns about rising Covid-19 infection rates around the world have prompted sharp falls on global stock markets this week, erasing some of the gains made earlier this month.
Read time - 2 min
19 April 2021

Paul DiGiacomo

Head of Equity Research

Covid-19 index: when might life return to ‘normal’? - April 2021

With every country attempting to return to normality following the coronavirus pandemic, we are monitoring when US economic activity might get back on track.
Read time - 3 min
16 April 2021

Mark King

Head of Investment Content

Market Monitor - 16 April 2021

The prospects of a global economic boom in 2021 have driven stock markets to new highs this week as investors focus on a potential post-Covid recovery that is even stronger than previously expected.
Read time - 2 min
9 April 2021

Jim Griffin

Investment Content Manager

Market Monitor - 9 April 2021

Stock markets around the world have continued their upward trajectory following the Easter weekend as optimism about the strength of the post-pandemic recovery grows.
Read time - 2 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.