Latest Perspectives

Asset Allocation

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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

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

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. A review of the Global Asset Allocation Team’s research continues to point to an environment favorable for stocks over bonds.

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

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

Diversification is one of the most powerful concepts in investment management. Alternative investments offer the potential to increase portfolio diversification by generating returns that are uncorrelated to traditional stock and bond markets.

| Tagged with: Alternative Investments, Asset Allocation, Columbia Funds, Commodities, Investing, Portfolio Strategies

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

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. 

The global asset allocation team recommends maintaining a modest overweight position to equities over bonds. Our research continues to indicate a favorable environment for equities in comparison to bonds.

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

For wealth accumulation, simply participating in the upside of markets isn’t enough — the downside is also a critical consideration. The Columbia Adaptive Risk Allocation Fund seeks to deliver improved returns with lower drawdowns than a 60/40 allocation.

| Tagged with: Asset Allocation, Columbia Funds, Equities, Investing, Portfolio Strategies

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
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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.