Latest Perspectives

Asset Allocation

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Thank you for your continued interest in 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.

Tagged with: Asset Allocation, Commodities, Equities, Fixed Income, Investing, Markets, Portfolio Strategies

We retain very modest expectations for total returns from traditional fixed-income assets. Equity returns appear attractive relative to fixed-income returns but are accompanied by much higher volatility, including periods of harsh drawdowns.

Tagged with: Asset Allocation, Economic/Markets Outlook, Equities, Fixed Income, Global Investing, Investing, Portfolio Strategies

Not all bond market risks are undesirable, and understanding the key factors can help investors navigate the market cycle. When used together, these factors can produce positive fixed income returns in different periods throughout market cycles.

| Tagged with: Asset Allocation, Fixed Income, Investing

Thank you for your continued interest in 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.

Tagged with: Asset Allocation, Equities, Fixed Income, Global Investing, Investing, Markets, Portfolio Strategies

In this market outlook, Jeff Knight, Global Head of Investment Solutions and Asset Allocation, notes that the market gains that have accrued over the last six years leave most assets in a very fully-priced situation. Although we still expect positive returns from risk assets, the positive returns have become a little bit more gradual, a little bit more diminished, and the volatility around those returns has gone higher.

| Tagged with: Asset Allocation, Economic/Markets Outlook, Equities, Fixed Income, Investing

In this video, Colin Lundgren, Head of U.S. Fixed Income, looks at conditions for today’s fixed-income investors. We may be cautious on the bond market overall, but don’t confuse that with selling all of your fixed-income holdings.

| Tagged with: Asset Allocation, Economy, Fixed Income, Investing, U.S. Economy

Head of U.S. Fixed Income Colin Lundgren shares the team’s three suggestions for investors for the third quarter 2015. (Video – 3:08).

| Tagged with: Asset Allocation, Columbia Funds, Fixed Income, Global Economy, Interest Rates, Portfolio Strategies

Our popular MarketTrack flipbook features an array of timely, easy-to-read charts and graphs accompanied by clear, insightful market and economic commentary. The Q3 MarketTrack is divided into three sections:

The economy — analysis of major trends
The markets — evaluating asset class performance
Opportunities for now — where value lies today

and more…

Order printed copies

Financial Professionals: Contact your Columbia Threadneedle Investments representative or contact us.

Tagged with: Asset Allocation, Economic/Markets Outlook, Economy, Equities, Fixed Income, Global Economy, Investing, Markets, Municipal Bonds, U.S. Economy

The Investment Strategy Outlook provides the Global Asset Allocation Team’s quarterly asset allocation recommendations based on their economic outlook and analysis of capital markets. This quarter the team tackles less attractive valuations and the challenge of increased correlation across asset classes (i.e., less benefit from diversification).

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

We have become more cautious on the most volatile sectors of the market and have reduced our high-yield and emerging market bond exposures accordingly. Investment-grade credit looks more attractive now, and mortgage-backed securities will likely see less price volatility should bond funds start to see outflows.

| Tagged with: Asset Allocation, Fixed Income, 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.