Equities
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.

19 September 2023

Harry Waight

Portfolio Manager, Global Equities

Health and Well-Being – longer lives, healthier lives

After a century of rapid increases, gains in life expectancy are slowing. We ask why and explore companies that can help buck the trend.
Read time - 5 min
18 September 2023

Louis Ubaka

Deputy Portfolio Manager

Threadneedle (Lux) American Smaller Companies: How investors can successfully benefit from the potential of US small cap stocks

Louis Ubaka, Deputy Portfolio Manager in Columbia Threadneedle Investments' US equities team, explains how good diversification should lead to consistent returns while reducing risk.
Watch time - 3 min
24 August 2023

Nick Henderson

Director, Portfolio Manager

Enhanced income from sustainable leaders

Select sustainability leaders offer attractive income (and growth) prospects complemented by a risk managed derivative overlay to enhance portfolio yield.
Read time - 4 min
18 August 2023

Paul Doyle

Head of Europe ex-UK Equities

Europe’s recession was ultra-mild, in the US worse is still to come

Interest rate rises have driven inflation down. We all hope we are close to the pivot point when banks call a halt to hiking and begin to cut rates.
Read time - 9 min
17 July 2023

Melda Mergen

Global Head of Equity

Equity outlook: Macro remains top of mind

Global Head of Equities, Melda Mergen, on concentrated equity markets, Europe and talk of recession.
Watch time - 3 min
3 July 2023

Francis Ellison

Client Portfolio Manager

25 years and counting: European Smaller Companies

How small cap investing has evolved in Europe over the past two-and-a-half decades, where we see it going, and why the region remains a goldmine for good ideas.
Watch time - 7 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.

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.
Find out more

Related funds

Learn more about funds in this capability

Key documents

Find all documents related to this capability

You may also like

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.

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.

19 September 2023

Harry Waight

Portfolio Manager, Global Equities

Health and Well-Being – longer lives, healthier lives

After a century of rapid increases, gains in life expectancy are slowing. We ask why and explore companies that can help buck the trend.
Read time - 5 min
18 September 2023

Louis Ubaka

Deputy Portfolio Manager

Threadneedle (Lux) American Smaller Companies: How investors can successfully benefit from the potential of US small cap stocks

Louis Ubaka, Deputy Portfolio Manager in Columbia Threadneedle Investments' US equities team, explains how good diversification should lead to consistent returns while reducing risk.
Watch time - 3 min
24 August 2023

Nick Henderson

Director, Portfolio Manager

Enhanced income from sustainable leaders

Select sustainability leaders offer attractive income (and growth) prospects complemented by a risk managed derivative overlay to enhance portfolio yield.
Read time - 4 min
18 August 2023

Paul Doyle

Head of Europe ex-UK Equities

Europe’s recession was ultra-mild, in the US worse is still to come

Interest rate rises have driven inflation down. We all hope we are close to the pivot point when banks call a halt to hiking and begin to cut rates.
Read time - 9 min
17 July 2023

Melda Mergen

Global Head of Equity

Equity outlook: Macro remains top of mind

Global Head of Equities, Melda Mergen, on concentrated equity markets, Europe and talk of recession.
Watch time - 3 min
3 July 2023

Francis Ellison

Client Portfolio Manager

25 years and counting: European Smaller Companies

How small cap investing has evolved in Europe over the past two-and-a-half decades, where we see it going, and why the region remains a goldmine for good ideas.
Watch time - 7 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

Learn more about funds in this capability

Key documents

Find all documents related to this capability

You may also like

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.