Search results for: sustainable investing

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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

Trending – Socially responsible fixed-income investing

Until recently, ethical investing has focused on avoiding exposure to perceived negative activities. Municipal bonds can offer a cost-effective way to fund programs and infrastructure to serve the public good.

Tagged with: Fixed Income, Global Perspectives, Investing

Looking for sustainable momentum

We have long advocated seeking “scarce growth” in a low-growth environment, and strong growers have thrived of late. In a sense, companies with strong growth and momentum characteristics have become the defensive bets many investors are relying on to ride out today’s uncertain environment.

Tagged with: Equities, Investing, Markets, Portfolio Strategies

Five lessons from 25 years in the tech sector

Paul Wick has been investing in the technology sector longer than any other current portfolio manager of a U.S. technology fund. Back in 1990, when he started in the sector, Motorola had just introduced its flip phone, Apple had recently rolled out its beige box Mac Classic personal computer, and there were a lot of major subsectors that barely exist today – companies making UNIX computers and tape drives.

Tagged with: Equities, Industry/Sector Commentary, Investing

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

What can the Triple Crown teach us about investing?

In horse racing, as in investing, being right is less rewarding if one’s prediction is already reflected in the price. The era of easy money engineered by central banks has succeeded in flattering asset prices, but it is very difficult to identify any assets that are out of favor and inexpensively priced.

Tagged with: Economic/Markets Outlook, Equities, Investing, Portfolio Strategies

Sustainable growth rate repeal – Spring comes to Washington

If Washington repeals SGR, it would be a positive for healthcare providers because it dodges what could have been major cuts while removing the overhang of potential cuts in the future. While investors have been conditioned to assume an annual “doc fix” at this point, the removal of a significant overhang also benefits service providers.

Tagged with: Equities, Global Perspectives, Investing

Investing like Lee Kuan Yew

Under Lee Kuan Yew’s leadership, Singapore rose from a sleepy British colonial trading post to become one of the wealthiest per capita nations in the world. The two key pillars of Singapore’s historical ascent were a continuing focus on disciplined governance reforms and improvement, and a relentless drive to climb the value chain in production.

Tagged with: Equities, Global Economy, Global Perspectives, Investing

Spend to defend — Why cybersecurity is a sustainable, investable theme

Companies across the globe have to deal with the growing threat posed by security breaches and their high associated financial, informational and reputational costs. No one vendor dominates both network and endpoint security, and we want to be overweight vendors that deliver the broadest end-to-end/device-to-network security platform.

Tagged with: Global Investing, Industry/Sector Commentary, 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 $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.