Columbia Threadneedle Investments

2019 Top 400 ranking: 47

Request More Information

Columbia Threadneedle

Global equities: identifying tomorrow’s ‘superstars’

After a bearish end to 2018, financial market participants are preoccupied with the question of whether a global downturn is imminent. Yet they should be asking a different question: have they accounted for the way that technology and other factors are transforming business models?

After all, the average company’s earnings have moved sideways for a decade. Technology firms are among the few ‘superstars’ that have famously grown earnings in this time, although in fact there are less well-known companies in almost every sector that have done so.

Read the complete white paper at the link beneath Related Files

Head Office
Cannon Place
78 Cannon Street
United Kingdom
Sophie Fiori Tel. +44 (0) 20 7464 5000
Company website:
Parent Company:
Ameriprise Financial Inc.
Year Founded:
No. of investment offices worldwide:

What’s new

  • Leaders’ Perspectives - Quarterly – Autumn 2019

    Leaders’ Perspectives: Quarterly – Autumn 2019

    White papersTue, 10 Sep 2019

    In the Autumn 2019 issue of the Leader’s Perspectives:

  • Time is running out to solve China’s debt bubble

    Time is running out to solve China’s debt bubble

    White papersWed, 7 Aug 2019

    Many investors are focused on the outlook for trade talks with the US, fearing an all-out trade war which would negatively impact global, and especially Chinese, equity markets. But investors underestimate the mounting problems caused by the recent rapid expansion of credit in China. Only radical solutions now remain to resolve the country’s growing credit bubble, says Paul Smillie.

  • How Global Investment Grade Can Help Pension Schemes Deliver Their Promises

    How Global Investment Grade Can Help Pension Schemes Deliver Their Promises

    White papersWed, 7 Aug 2019

    With many defined pension schemes in negative cashflow, interest in cashflow-driven investing (CDI) is increasing. We believe the $11.3 trillion global investment grade credit universe offers the best means of maximising potential returns from a core CDI strategy. Moreover, advances in technology allow us to build portfolios more quickly, optimising returns and limiting risk.

  • Flashforward: Drawing Parallels With 1999/2000

    Flashforward: Drawing Parallels With 1999/2000

    White papersWed, 7 Aug 2019

    Investors in the UK and overseas are adopting extreme positioning in their hunt for defensive growth. In doing so the elastic has become very stretched and a sharp rotation could be overdue. This market dynamic is reminiscent of 1999/2000 whereby ‘old economy’ stocks are discarded in favour of ‘new economy’ ones.

  • Asset Allocation Update JULY 2019

    Asset Allocation Update - July 2019

    White papersWed, 24 Jul 2019

    After sharp drawdowns towards the end of 2018 stock markets are re-approaching their all-time highs. This is despite escalating geopolitical tensions in the Gulf, the risks of a disorderly Brexit, softening economic data, and professional company analysts cutting their profit forecasts for stocks in every major market. All this, along with simmering trade tensions between the United States and almost every other country in the world.

Search all our content