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.

20 Setembro 2021

Ações

Rosalie Pinkney

Senior Credit Analyst

Natalia Luna

Senior Thematic Investment Analyst, Responsible Investment

Climate change to bear upon banks’ financial performance

For investors evaluating financial institutions, the climate crisis will soon become a key consideration. Our research shows there is already a wide dispersion between the sector leaders and laggards.

Read time - 5 min

20 Setembro 2021

Ações

Paul Doyle

Head of Europe ex-UK Equities

Walking the delicate path to normalisation

In spite of summer jitters in financial markets, we expect governments will cautiously normalise monetary policy and global growth will remain robust. We believe there is further upside for equities, especially in cyclical sectors poised to gain from economic reopening.

Read time - 5 min

17 Setembro 2021

Ações do Japão

Daisuke Nomoto

Portfolio Manager, Japanese Equities

Topix hits 30-year high as PM Suga announces resignation

Daisuke Nomoto examines the events that have seen Yoshihide Suga resign as PM, looks at the potential candidates to replace him, and the implications of each for the market.

Read time - 3 min

16 Setembro 2021

Ações Mundiais

Global equities

Natasha Ebtehadj

Portfolio Manager, Global Equities

Cats, rivers & regulation: the lowdown on Chinese equities

Natasha Ebtehadj looks at the country from an equity investment perspective following a for-profit ban in education companies and increased regulation around its tech giants.

Read time - 3 min

14 Setembro 2021

Ações

Andrea Carzana

Portfolio Manager

Second-hand clothing to overtake fast fashion

The re-use and second-hand clothes market is projected to double over the next five years to $77 billion and could be twice the size of fast fashion by 2030.

Read time - 3 min

6 Agosto 2021

Ações

Equities

Paul DiGiacomo

Head of Equity Research

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

As one of the world’s largest economies the US is a key focus for investors. With every country attempting to return to normality following the coronavirus pandemic, we are monitoring when US economic activity might get back on track, as well as other measures of “normality” such as entertainment and leisure, high street shopping, and schools reopening. The result is an index that measures progress toward a post-pandemic world.

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.