Search results for: volatility

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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

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

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

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

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

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

October — It always seems to happen in October!

Markets are now asking what happens if growth slows again in the U.S. and/or weak and slowing growth in Europe, Russia and China drags down U.S. and U.K. growth?

| Tagged with: Economy, Equities, Fixed Income, Global Economy, Investing, Markets

Ghost of crises past

The market’s extended period of low volatility was shattered in the past month. While it is possible fear-driven selling could resume or accelerate, we do not believe this is the most likely outcome.

| Tagged with: Economy, 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

Investment themes for a “Groundhog Day” world

Pursue a realistic income goal with more than bonds. Common stocks and a variety of other corporate securities may yield as much as bonds with greater return potential over time.

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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 March 31, 2015. Source: Ameriprise Q1 Earnings Release. Includes all assets managed by entities in the Columbia and Threadneedle groups of companies. Contact us for more current data.