
Investment Styles, Not Sides: Blending Active and Passive with Keith Balmer
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In this episode of the MoneyWise UK & QuantQual Podcast, George sits down with Keith Balmer from Columbia Threadneedle to explore why the debate between active and passive investing might be missing the point.
Keith shares his career journey — from hedge funds at Man Group to launching a low-cost multi-asset franchise at Columbia Threadneedle — and explains why it’s not about choosing sides but blending investment styles for better client outcomes.
They cover:
Why passive isn’t always the winner — and how 94% of top managers beat the MSCI World Index over rolling five years
The three sources of added value in Columbia Threadneedle’s Universal Range: strategic asset allocation, stock selection, and tactical moves
How the franchise keeps fees at 0.29% while delivering institutional-grade returns
The real-world case for sustainable investing and why a long-term view matters
Why consumer duty supports blending investment styles — not chasing the "best fund"
If you’re looking to rethink how you deliver returns, manage risk, and build long-term value, this one’s for you.
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Please note: This podcast does not provide financial advice. If you have any questions, we recommend speaking to a financial adviser. Past performance does not guide future returns; investments can fall and rise. Any mention of a company is not a recommendation.