Nic Janvier
Head of Equities for North America at Columbia Threadneedle Investments, leading the firm's equity investment capabilities and speaking on market outlooks, sector preferences, and risk considerations.
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Mar 8, 2026 • 16min
Talking Markets Podcast with Nic Janvier of Columbia Threadneedle Investments
Nic Janvier, Head of Equities for North America at Columbia Threadneedle Investments, offers a market-focused conversation. He discusses massive sector rotation beneath flat benchmarks, Q4 earnings tracking expectations, and a 2026 outlook driven by earnings and AI. He flags risks as AI reshapes what counts as quality and highlights opportunities in value sectors and ex-US markets like Europe and Japan.
