Search results for: correlation

Building better portfolios in a low return world

The near-zero interest rate environment has been a support for the financial markets, but as the economy normalizes so will interest rates. While we expect the bull market in equities to continue, returns will likely be far more modest over the next 10 years.

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

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

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

Harnessing Fixed-Income Returns Through The Cycle

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, Fixed Income, Interest Rates, Investing, Portfolio Strategies

Investment Strategy Outlook, Q3 2015

The Investment Strategy Outlook provides the Global Asset Allocation Team’s quarterly asset allocation recommendations based on their economic outlook and analysis of capital markets. This quarter the team tackles less attractive valuations and the challenge of increased correlation across asset classes (i.e., less benefit from diversification).

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

Momentum investing — Understanding the risks

Momentum as a factor in investing decisions can be a valuable tool, but must be monitored carefully. Drawdowns can be severe if exposures are not structured mindfully.

Tagged with: Investing

Implications of a stronger U.S. dollar

The U.S. dollar could continue to perform well, but there is a short-term case as to why dollar strength could be accompanied by more asset class volatility. Currency markets are moving ahead of what interest rate markets are telling us, so there is a disconnect.

Tagged with: Global Economy, U.S. Economy

Obsolescence and disruption – The new capacity utilization

We believe that company- and industry-specific forces will remain important factors in stock selection. We will continue to look for companies that are making smart investments in the future.

Tagged with: Equities, Investing

Alternative investments — Q&A with Bill Landes

Bill Landes, Ph.D., Deputy Head of Global Investment Solutions and Head of Alternative Investments, discusses alternative investments and offers some guidance as to why and how investors should consider adding alternatives to their portfolios. Q:  Let’s start with how you define alternatives?

| Tagged with: Alternative Investments, Asset Allocation, Investing

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 $503 billion†† of assets across developed and emerging market equities, fixed income, asset allocation solutions and alternatives.

††In U.S. dollars as of June 30, 2015. Source: Ameriprise Q2 Earnings Release. Includes all assets managed by entities in the Columbia and Threadneedle groups of companies. Contact us for more current data.