Global Equities - a different perspective 

Thursday 10 October 2024
With around 44,000 companies listed globally, does it make sense to only consider a narrow cohort of in-vogue names?  At Columbia Threadneedle Investments, we take a more considered approach – one that leverages a global research platform and casts its net widely over a world of potential investment opportunity.
 
Join us on 10th October 2024 at South Place Hotel for a fresh perspective on global equities and opportunities to diversify your clients’ portfolios.

Session Summaries
 
The big picture  Are companies set to enjoy economic tailwinds or will they be facing a challenging backdrop?  Our Chief Economist – Steven Bell - offers his take on economic prospects and what they might mean for businesses and markets more broadly.

High conviction global equity investing  A focused best-ideas portfolio powered by intense fundamental research.  Learn more about our Global Focus strategy and the themes and companies we think look set to outperform from here. 

The REIT time to think about property?  As we move past peak interest rates, we think it’s time to look again at listed real estate.  Learn more about quality real estate businesses operating in well-supported sub-sectors and the right locations.

Smaller companies with big potential  Mega caps have been hogging headlines (and portfolio weightings), but overlook opportunities down the cap scale at your peril.  We’ll explore a strong valuation case before getting to grips with some of the great smaller businesses in our portfolios.
 

Date / Venue

South Place Hotel
3 South Place | London | EC2M 2AF |
 
Thursday 10 October 2024
1.30 - 5pm


 

Register

To register to attend, please complete your details below.
Speakers
Steven Bell
Chief Economist, EMEA 
Marcus Phayre-Mudge
Fund Manager
CT Global Real Estate Securities
Scott Woods
Portfolio Manager
CT (Lux) Global Smaller Companies
David Dudding
Senior Portfolio Manager 
CT Global Focus fund
 
Alex Lee
Portfolio Manager
 CT Global Focus fund
Andrew Harvie
Client Portfolio Manager
CT Global Focus fund
 
Contact Us
We look forward to welcoming you at this event, if you have any queries please contact: ukwsevents@columbiathreadneedle.com
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