Search results for: diversification

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Q&A with Jeff Knight, Global Head of Investment Solutions and Asset Allocation

Q: What do you mean by “solutions” as referenced in your title and domain of responsibility? A: We use that word to refer to investment strategies whose success and risk are defined in an outcome-oriented way as opposed to a benchmark-oriented way.

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

Hungry for income? High yield munis could be your meal ticket

High yield muni bonds represent an attractive investment opportunity. Professional money managers can help with the intricacies of the high yield muni space.

| Tagged with: Fixed Income, Investing, Muni Perspectives Blog

The price of flexibility

Disruption from the West Coast port strikes is likely to continue for several months. The situation could pressure both sales and margin for retailers ahead of the Easter holiday.

Tagged with: Equities, Global Perspectives, Investing

Does a perfect policy portfolio exist?

Risk Parity represents a significant advance in asset allocation, but we don’t believe that there is a single perfect policy portfolio. While Risk Parity works well in neutral markets, we don’t think it is the best policy under bearish, bullish or highly bullish market conditions.

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

Pursuing Investor Goals

Pursuing Investor Goals
Columbia Threadneedle Investments offers global insight and a comprehensive suite of solutions to help investors pursue their goals. Generate an appropriate stream of income in retirement

Traditional approaches to income may no longer be adequate – and they may no longer provide the diversification benefits they once did.

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Global asset allocation outlook (September 2014)

Recent market performance, particularly in September, has been negative across a widespread array of asset classes as we have seen the U.S. dollar exchange rate rise with increasing intensity in recent months. The worst returns, not coincidentally, were delivered by the very assets that have shown historically high sensitivity to dollar strength.

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

Ease the impact of volatile markets

“A portfolio concentrated in risk assets remains vulnerable to volatility spikes, and diversification alone may be inadequate to protect portfolio values from future drawdowns. We think investors should expand their search for diversifiers while embracing flexibility with a systematic approach to reduce portfolio risk during stressful market conditions.” —Jeffrey Knight, Global Head of Investment Solutions and Asset Allocation

Even in today’s challenging interest rate environment, it’s still possible to navigate markets and pursue your goals.

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2015 Annual Perspectives

Within 2015 Perspectives you will find our views on today’s markets and recommendations for navigating them. The articles represent the depth and breadth of our investment teams, as well as our commitment to delivering timely investment solutions.

Q&A with Jeff Knight, Global Head of Investment Solutions and Asset Allocation

Q: To what extent does monetary policy factor into your investment strategy outlook? A: Every time we get a data point that accelerates the market’s opinion of when the Federal Reserve will tighten, we get a predictable set of consequences that are quite unfriendly to portfolios.

Tagged with: Asset Allocation, Economic/Markets Outlook, Economy, Equities, Fixed Income, Global Perspectives, Investing, Markets

Q&A with Jeff Knight

Q: What indications did you observe that pointed to the recent market volatility storm? A: In our adaptive risk allocation framework, one of the key first level characterizations we make on markets is whether interest rates are normal or too low.

Tagged with: Asset Allocation, Equities, Fixed Income, Global Economy, Investing
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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 $506 billion†† of assets across developed and emerging market equities, fixed income, asset allocation solutions and alternatives.

††In U.S. dollars as of December 31, 2014. Source: Ameriprise Q4 Earnings Release. Includes all assets managed by entities in the Columbia and Threadneedle groups of companies. Contact us for more current data.