Latest Perspectives


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The aggregate decision-making around capital allocation would appear to continue to support a strong global competitive position for U.S. companies. Leading American companies are making long-term investments and investors are giving the most compelling of them a lot of credit for those long-term choices.

Tagged with: Economic Policy, Economy, Equities, Investing, U.S. Economy

 Adapted from a 9/22/15 CNBC interview. Q: Given the recent volatility across global markets, what are your biggest priorities for investment strategy and where are you finding value?

Tagged with: Asset Allocation, Economic Policy, Economic/Markets Outlook, Economy, Equities, Global Economy, Global Investing, Investing, Markets, U.S. Economy

This week’s Global Perspectives focuses on market volatility with the goal of putting the recent market swings in context, helping investors keep calm and identifying potential opportunities. Summer clearance sale for high-quality growth companies by Tom Galvin, Senior Portfolio Manager

What has really changed in markets?

| | Tagged with: Economic/Markets Outlook, Economy, Equities, Global Economy, Global Investing, Interest Rates, Investing, Markets, Monetary Policy, U.S. Economy

With markets in turmoil, it is worth asking what has really changed — and as such whether market falls reflect opportunities or signal threats to patient long-term investors. In our view, there are three medium-sized challenges facing markets for some time that intersect and were brought into sharp focus by the Chinese currency devaluation.

Tagged with: Commodities, Economy, Equities, Global Economy, Global Investing, Industry/Sector Commentary, Investing, Markets

The theory

A single recent event — China’s currency devaluation, eurozone debt woes or looming interest rate hikes — is to blame for the steep decline in the markets. Now who knows where the bottom is?

Tagged with: Economic/Markets Outlook, Economy, Equities, Investing, Markets

We have been in a “Goldilocks” economy, where growth was persistent, but still modest enough to be supported by central bank easing at any sign of weakness. That backdrop is changing, with stresses emanating from the emerging markets and limits to incremental central bank actions.

Tagged with: Economy, Global Economy, Global Investing, Investing, Markets

Director of Global Research Robert McConnaughey explains why productivity will play a bigger role in the success of companies, economies and investment strategies.

Tagged with: Economy, Global Economy, Global 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

Jeff Knight shares his outlook on global market conditions. Overall, his team foresees lower returns and greater volatility — signals for investors to move to more defensive portfolio positioning.

Tagged with: Currency, Economy, Emerging Markets, Equities, Fixed Income, Global Investing, Interest Rates, Investing, Monetary Policy, Portfolio Strategies

The Puerto Rican government’s willingness to pay debt service on time and in full was finally overcome by economic and fiscal realities. The shift from impairing only some public corporation [i.e., Puerto Rico Electric Power Authority (PREPA)] debt to all Commonwealth debt was probably inevitable given the unwillingness to make draconian spending cuts, a lack of economic growth and dwindling liquidity across the entire Puerto Rican government complex, including the Government Development Bank (GDB).

Tagged with: Columbia Funds, Economy, Fixed Income, Muni Perspectives, Muni Perspectives Blog, Municipal Bonds
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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.