Search results for: portfolio construction

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Constraints of convention

A 60/40 portfolio may appear to be balanced, but when viewed through a risk lens it is clear that the equity allocation comprises a disproportionate amount of the risk. By under-emphasizing equity and relying more on fixed-income, risk-balanced (“risk parity”) portfolios may deliver lower volatility — but with lower expected returns than traditional balanced portfolios.

| Tagged with: Asset Allocation, Investing, Portfolio Strategies

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

Q3 — A stark reminder why portfolio resilience matters

Now is a good time to review strategies for improving overall portfolio efficiency and reducing or truncating downside risk. There are several strategies that are particularly well-suited for truncating downside risk.

Tagged with: Asset Allocation, Equities, Investing, Markets, Portfolio Strategies

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

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

A very, very, very, very Black Swan?

Investors should understand the risks in their portfolio, and be cognizant that black swan events can occur much more frequently than models suggest. Risk models are extremely helpful when thinking about portfolio construction, but shouldn’t be relied upon exclusively.

Tagged with: Economy, Global Economy, Global Perspectives

The evolution of market betas — traditional, smart and alternative

The science of asset allocation has evolved and the array of choices available to build portfolios has become much more expansive. Market betas provide asset managers and investors a broad pallet of choices to which portfolios can be built in order to suit different investor needs.

Tagged with: Asset Allocation, Investing, Portfolio Strategies

Tomorrow’s risk parity today

Reprinted with permission from CIO October 2015 ©1989-2015 Asset International, Inc. All Rights Reserved.

Tagged with: Economy, Global Perspectives, Investing, Markets

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 $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.