Search results for: us dollar

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Implications of a stronger U.S. dollar

The U.S. dollar could continue to perform well, but there is a short-term case as to why dollar strength could be accompanied by more asset class volatility. Currency markets are moving ahead of what interest rate markets are telling us, so there is a disconnect.

Tagged with: Global Economy, U.S. Economy

We remain dollar bulls given the likelihood of superior U.S. economic performance

We believe the weakness in the U.S. dollar is likely to remain temporary and that we can use the current correction to rebuild our dollar risk position. We expect the U.S. economy to outperform because it has fewer structural rigidities and should enjoy greater long-term productivity gains than comparable economies.

Tagged with: Global Economy, Monetary Policy, U.S. Economy

Dollar-cost averaging helps take the guesswork out of when to invest

Dollar-cost averaging explained:

Dollar-cost averaging is the practice of investing a fixed dollar amount at regular intervals. This can be an effective strategy even during periods of market ups and downs.

Tagged with: Investing

Lost in translation – More than just a strong dollar?

The strong U.S. dollar has weighed on the results of global firms that report in dollars. But investors think there may be some end-market weakness hiding in the currency translation effects.

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

Global asset allocation update

Thank you for your continued interest in the research and insights from Columbia Threadneedle Investments.  Our Global Asset Allocation team continually monitors global economic and market conditions in order to develop our Investment Strategy Outlook.  If you would like to subscribe to this publication,  please click here. Source: Columbia Management Investment Advisers, LLC.

| | Tagged with: Asset Allocation, Equities, Fixed Income, Global Investing, Interest Rates, Monetary Policy

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

Is the yuan becoming a reserve currency?

Given the importance of China in global trading, it is reasonable for the International Monetary Fund (IMF) executive board to consider the yuan for inclusion in the basket of currencies used to value Special Drawing Rights. China is taking steps to improve the liquidity and transferability of its currency, but it is not clear to me that they currently meet the criteria for inclusion in the SDR basket.

Tagged with: Global Economy, Monetary Policy

Global asset allocation update (March 2015)

Thank you for your continued interest in the research and insights from Columbia Threadneedle Investments.  Our Global Asset Allocation team continually monitors global economic and market conditions in order to develop our Investment Strategy Outlook.  If you would like to subscribe to this publication,  please click here. Source: Columbia Management Investment Advisers, LLC.

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

Are equity markets complacent and what can past Fed rate rise cycles tell us about the future?

We are still positive on equities versus other assets, particularly core bonds, although the list of potential headaches for equities is not insignificant and appears to be growing. Japan’s recent progress on the corporate front is a cause for optimism.

Tagged with: Equities, 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
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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.