Search results for: election year

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Special report — 2014 mid-year review and outlook

Key investment professionals review the first half of 2014 and share their insights into what may be ahead for the second half of the year. Interest rates

Zach Pandl, Portfolio manager and strategist

Review:

Government bond yields declined in early 2014, both in the U.S. and in other developed market economies.

Tagged with: Asset Allocation, Economy, Equities, Fixed Income, Global Economy, Investing, U.S. Economy

ECB asset purchases — Bazooka or damp squib?

With inflation expectations declining to the levels that preceded the recent shift in policy, should the ECB and the financial markets be worried? In our view, the ECB probably won’t be wholly impressed by the reaction of inflation expectations to recently announced measures, and will be keeping a close eye on favored measures.

Tagged with: Economy, Global Economy, Markets

What’s the outlook for muni bonds?

Strong YTD performance resulted from falling rates, a dearth of new supply and a resurgent demand by investors seeking attractive taxable-equivalent yields. We believe municipal bonds should continue to perform well in the second half of 2014.

Tagged with: Fixed Income, Investing, Muni Perspectives Blog

Interest rates — Farewell, liquidity trap

The U.S. Treasury market as a whole has returned +1% annualized since the end of 2012 (and +0.5% annualized since the low in 10-year yields in July 2012). Because of imminent Fed rate hikes and depressed yield levels, prospective returns look no better today.

Tagged with: Economy, Fixed Income, Investing

European equities – Yesterday’s bears become today’s bulls

We expect to see European earnings and economic growth expectations firming during the year. Even with the strong move in markets so far this year, European equity valuations are not unattractive in our view.

Tagged with: Global Economy, Global Investing, Global Perspectives

Does it still pay to hold municipal bonds?

Price is important but income should be a factor when considering an investment. Don’t get caught on the sideline, the opportunity cost could be detrimental.

| Tagged with: Fixed Income, Investing, Markets, Muni Perspectives Blog, New Tax Regime

Counting on housing

Housing demand in the U.S. has not fully recovered from the last recession and there is much room for further gains. There are few if any excesses evident so far arguing for steady progress ahead.

Tagged with: Economy, U.S. Economy

Global market mid-year outlook

Overall macroeconomic picture in U.S. should push bond yields higher, particularly if the Fed stops its QE program later this year. We remain positive on emerging market debt while maintaining a bias against emerging market equities.

Tagged with: Economy, Equities, Fixed Income, Global Economy, Investing, U.S. Economy
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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.