Search results for: corporate bonds

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Should you own longer duration bonds in a rising rate environment?

In the next Fed tightening cycle, another “bear flattener” may occur, during which short rates increase and long rates either decline or rise less than short rates. Such a bear flattener is likely to result in long muni bonds outperforming shorter bonds.

| Tagged with: Investing, Monetary Policy, Municipal Bonds, Tax Strategies, U.S. Economy

What are the credit markets telling asset allocators?

Credit spreads can contain important information about investors’ expectations regarding risks to corporate solvency, and the economic cycle more generally. Rising credit spreads can also reveal strains in the financial system that are only later reflected in equity market valuations.

Tagged with: Investing, U.S. Economy

Harnessing Fixed-Income Returns Through The Cycle

Leveraging a multidimensional approach

There are four unique, major fixed-income risks – duration, credit, inflation and currency – and different fixed-income investments respond to them differently. Applying a full understanding of the four risks to a fixed-income portfolio may yield a better risk-return outcome.

| | Tagged with: Asset Allocation, Featured Fund, Fixed Income, Interest Rates, Investing, Portfolio Strategies

Investment themes for a “Groundhog Day” world

Pursue a realistic income goal with more than bonds. Common stocks and a variety of other corporate securities may yield as much as bonds with greater return potential over time.

In search of bond market liquidity

Liquidity in bond markets does not portend a crisis but does raise the risk of one as policymakers flirt with tighter monetary policy. The only sensible approach is to recognize the lack of liquidity, manage it and ensure there is proper compensation for illiquidity.

Tagged with: Fixed Income

Barbarians at the gate – Positive signs for third arrow* progress in Japan

Improved corporate governance, especially as it relates to capital allocation, is a key component to third arrow efforts for Abenomics. To create urgency among corporate managements towards reform, we believe the Japanese government should move to gradually but consistently improve shareholder rights.

Tagged with: Global Perspectives

Should investors be cheering Japan’s new stimulus program?

Stock markets rose on the announcement that the government of Prime Minister Shinzo Abe was significantly stepping up its policy actions. The other major announcement was that the Government Pension Investment Fund will shift its asset allocation to domestic equities and foreign bonds/equities away from domestic bonds.

Tagged with: Equities, Global Economy, Investing

Global asset allocation update

Thank you for your continued interest in research and insights from Columbia Threadneedle Investments.  Our Global Asset Allocation team continually monitors global economic and market conditions in order to develop our Investment Strategy Outlook.  If you would like to subscribe to this publication,  please click here. A review of the Global Asset Allocation Team’s research continues to point to an environment favorable for stocks over bonds.

| | Tagged with: Asset Allocation, Economy, Equities, Fixed Income, Investing, Markets

Do rising rates mean doomsday for bonds?

The Federal Reserve’s low interest rate policy will eventually end and rates will likely rise. As rates rise, bond investors get to invest their coupon income at the new, higher yields.

Tagged with: Fixed Income, Interest Rates, Investing, Muni Perspectives, Muni Perspectives Blog
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About Us

Columbia Threadneedle Investments is a leading global asset management group that provides a broad range of actively managed investment strategies and solutions for individual, institutional and corporate clients around the world. With more than 2,000 people, including over 450 investment professionals based in North America, Europe and Asia, we manage $471 billion†† of assets across developed and emerging market equities, fixed income, asset allocation solutions and alternatives.

††In U.S. dollars as of September 30, 2015. Source: Ameriprise Q3 Earnings Release. Includes all assets managed by entities in the Columbia and Threadneedle groups of companies. Contact us for more current data.