Rendimento variável | Columbia Threadneedle Investments

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.

Why Columbia Threadneedle Investments for Equities?

As active investors, we use our expertise to select the best opportunities, focusing on quality businesses with solid balance sheets and competitive advantages. These competitive edges are typically reflected by a company’s ability to increase or maintain high returns on capital and compound its earnings over time; for longer than the market assumes.

A key tenet of our investment approach is our independent research, what we call ‘Research Intensity’. We have more than 450 investment professionals based around the world, sharing global perspectives across all major asset classes and markets. It is that expertise and our culture of collaboration as well as a focus on research intensity that has allowed us to maintain strong performance over the long term.

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 fundamental analysis when assessing investment opportunities.

£226bn

Equity AUM

180+

Equity investment professionals

11

Years of experience on average

50

Four & five-star Fixed Income Morningstar rated funds

Source: Columbia Threadneedle Investments. AUM as of 31 March 2021. Morningstar ratings as of 31 March 2021. Past performance does not guarantee future results. © 2021 Morningstar, Inc. All rights reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete, or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.

17 Janeiro 2022

Ações

Equities

Dara White

Global Head of Emerging Market Equities

Emerging market equities: identifying the key long-term trend

As we enter 2022 we can expect robust fundamentals to serve as a key tailwind for emerging markets.

Read time - 2 min

7 Janeiro 2022

Ações

Equities

Columbia Threadneedle Investments

Investment team updates - Bullet points 7 January 2022

Latest news from around the investment desks.

Read time - 3 min

22 Dezembro 2021

Ações

Markets

William Davies

CIO, EMEA & Global Head of Equities

Outlook 2022: a year of considerable change

Deputy Global CIO and CIO EMEA, William Davies, talks about what the coming year might bring for companies, markets and fiscal policy.

Listen time - 18 min

20 Dezembro 2021

Ações

Equities

Richard Colwell

Head of UK Equities

Less bezzle, more sparkle in the UK!

In 2021, investing in UK equities began to feel a little less lonely. The FTSE 100 index rose by more than 10% for the year by early December and UK companies resumed dividend payments after the pandemic-induced economic freeze in early 2020 when all hope seemed extinguished.

Read time - 4 min

15 Dezembro 2021

Ações

Equities

Melda Mergen

Global Head of Equity

A bumpy ride higher for equities

The coronavirus continues to introduce uncertainty, but investors should expect cyclicals to outperform in the first half of the year. Here we identify key catalysts for equity markets.

Read time - 5 min

14 Dezembro 2021

Ações

European Equities

Ann Steele

Portfolio Manager

European equities: Stock selection guided by razor-sharp research will be the holy grail

We look at 2022 will be a stop-start year across financial markets, with European political leadership adding to the mix. But, as ever, there will be opportunities for clever stock selection.

Read time - 3 min

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Sobre nós

Milhões de pessoas em todo o mundo confiam na Columbia Threadneedle Investments para gerir o seu dinheiro.

Os nossos Fundos

A Columbia Threadneedle Investments tem uma gama abrangente de fundos de investimento que satisfazem uma vasta gama de objetivos.

Capacidades de investimento

Oferecemos uma gama alargada de estratégias de gestão ativa de investimentos e soluções que abrangem os mercados mundiais, regionais e nacionais e diversas classes de ativos.