UK equities: it's all to play for!

Luxembourg

en-LU

lu_intm_classes

featured_lu_intm

intm

Intermediary

Eye of the Needle podcast

We talk to Richard Colwell, Head of UK Equities, and Jeremy Smith, Portfolio Manager and Head of UK Research, about the much-maligned UK market, the themes, opportunities and challenges playing out there, and why the UK could be better placed than other international markets to prosper.

About this podcast

Eye of the Needle is a magazine-style podcast that aims to demystify the world of investing and shine a light on the people that look after your money. Featuring guests from the Columbia Threadneedle investments team and regular segments that cover personal finance and investing, Eye of the Needle is a must-listen for anyone looking to learn more about money, with a direct line to the people at the centre of Columbia Threadneedle Investments.

7 February 2022

Richard Colwell

Head of UK Equities

Share podcast

Key topics

Equity

Important Information

The research and analysis included on this website has been produced by Columbia Threadneedle Investments for its own investment management activities, may have been acted upon prior to publication and is made available here incidentally. Any opinions expressed are made as at the date of publication but are subject to change without notice and should not be seen as investment advice. Information obtained from external sources is believed to be reliable but its accuracy or completeness cannot be guaranteed.

Related Insights

18 November 2025

Equity

Nicolas Janvier

Head of North American Equities

Neil Robson

Head of Global Equities, EMEA

2026 Equity Outlook: Harnessing growth with a broad view

We maintain a constructive outlook for equities, with a broadening of opportunities for selective investment, backed by disciplined diversification.

14 November 2025

Equity - Global

Natalia Luna

Senior Investment Analyst, Sustainability Research

Olivia Watson

Senior Analyst, Sustainable Research

AI growth: energy, emissions and water considerations

Artificial intelligence is hungry for power and thirsty for water. We discuss advances and innovations that could alleviate the problems and highlight related investment opportunities.

6 November 2025

Equity

The resurgence of financial deregulation: implications for markets and investors

Financial deregulation has re-emerged as a significant theme, creating new opportunities but reopening familiar vulnerabilities

27 November 2025

Fixed Income - Investment Grade

Bond investors join the AI infrastructure boom

The AI infrastructure boom is more than a tech story – it’s a fixed income story. Discover how this capital-intensive transformation is creating new opportunities and risks for bond investors.

27 November 2025

Real Estate

Iris Schöberl

Managing Director Germany & Head of Institutional Clients, Real Estate

Real estate is back

Discover why European real estate is entering a new growth phase. Explore active management strategies, demographic and structural tailwinds, and ESG-aligned opportunities across retail, residential, and value-add sectors. Learn how Columbia Threadneedle Investments positions investors for long-term success in a rebased market.After a period of repricing and market uncertainty, the European property landscape is showing signs of renewed strength. Investment volumes in 2024 marked a sharp recovery from the lows of 2023, with sovereigns, Real Estate Investment Trusts (REITs), institutions, and private investors actively re-entering the market.

25 November 2025

Fixed income

In Credit Weekly Snapshot – Tiptoe through the tulips

Is 21st century crypto akin to 17th century Holland? Are we seeing the madness of digital crowds? The Bitcoin price could suggest so. Elsewhere, government bond yields are tracking down in anticipation of further monetary policy easing. Read on for a breakdown of fixed income news across sectors and regions.

true

UK equities: it’s all to play for!

Eye of the Needle podcast

Important Information

Related Insights

2026 Equity Outlook: Harnessing growth with a broad view

AI growth: energy, emissions and water considerations

The resurgence of financial deregulation: implications for markets and investors

Bond investors join the AI infrastructure boom

Real estate is back

In Credit Weekly Snapshot – Tiptoe through the tulips

Important Information

You may also like

Investment approach

Funds and Prices

Investment Capabilities

Please confirm a few details about yourself to visit your preference centre

Thank you. You can now visit your preference centre to choose which insights you would like to receive by email.

To view and control which insights you receive from us by email, please visit your preference centre.

CT Property Trust- Fund Manager Update