Search results for: jeff knight

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Interview with Jeff Knight — The three pillars of a resilient portfolio

IMCA Jeff Knight Interview

The Investment Management Consultants Association (IMCA) interviewed Jeff Knight recently and he spoke about the three pillars of a resilient portfolio for today’s environment. Many investors are looking to preserve post-crisis gains and bolster the defensive dimension of their portfolios to better withstand volatility.

Tagged with: Asset Allocation, Economy, Global Economy, Investing

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

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

Market volatility: Where do we go from here?

Watch Jeff Knight, CFA, Global Head of Investment Solutions and Asset Allocation, explain his view of the markets and what’s next for investors. Taking a cross-asset perspective, Knight looks at some key trends leading up to the recent market volatility, including falling U.S. bond yields, economic slowdown in Europe and a strengthening U.S. dollar.

Tagged with: Asset Allocation, Economy, Markets, U.S. Economy

Asset allocation: Q4 equity strategy

After the recent correction and with the breadth of our asset allocation research still favoring equities, we are rebuilding an equity overweight, primarily using U.S. large-cap stocks. While the Fed heads toward the exit, the European Central Bank is planning to provide further monetary easing and the Bank of Japan is continuing to expand its balance sheet.

Tagged with: Asset Allocation, Economy, Equities, Investing, Markets, U.S. Economy

Learn more about the Columbia Adaptive Risk Allocation Fund

Jeff Knight, Head of Global Investment Solutions and Asset Allocation, describes the process of the Columbia Adaptive Risk Allocation Fund and why it may make sense for your portfolio. (Video – 5:38).

Tagged with: Asset Allocation, Equities, Fixed Income

Learn about our market state classification system

Jeff Knight, Head of Global Investment Solutions and Asset Allocation, describes his market state classification system and how he uses it to manage their portfolios. (Video – 3:31).

Tagged with: Asset Allocation, Equities, Fixed Income

Portfolio Stability Beyond Bonds

Jeff Knight explains his outlook on global market conditions. His team’s portfolio strategy is a combination of pursuing return through a global equity focus and pursuing stability through shorter duration bonds and alternative investments.

Tagged with: Economy, Fixed Income, Interest Rates, Investing, Monetary Policy, Portfolio Strategies

Portfolio stability beyond bonds (video)

In this video, Jeff Knight, Global Head of Investment Solutions and Asset Allocation, explains why he favors pursuing returns through global equities and pursuing portfolio stability through shorter duration bonds and alternative investments.

Tagged with: Asset Allocation, Economic Policy, Economic/Markets Outlook, Economy, Equities, Fixed Income, Global Economy, Interest Rates, Investing, Monetary Policy, 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.