Latest Perspectives

Equities

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Buying bonds at negative rates is a guarantee of losing money in nominal terms.
Central banks must keep real rates low to help their economies reach a self-sustaining growth path. Investors should focus on asset classes that benefit from this growth rather than providing the free money to support it.

Tagged with: Equities, Fixed Income, Global Perspectives, Investing

Under Lee Kuan Yew’s leadership, Singapore rose from a sleepy British colonial trading post to become one of the wealthiest per capita nations in the world. The two key pillars of Singapore’s historical ascent were a continuing focus on disciplined governance reforms and improvement, and a relentless drive to climb the value chain in production.

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

During the past 80 years, dividends have accounted for over 40% of the market’s total return. This video highlights the virtues of dividend investing and how the management team selects companies for the Columbia Dividend Income Fund.

Tagged with: Columbia Funds, Dividend Investing, Equities, Portfolio Strategies

Jeff Knight, Head of Global Investment Solutions and Asset Allocation, describes the process of the Columbia Adaptive Risk Allocation Fund and why it may make sense for your portfolio. (Video – 5:38).

Tagged with: Asset Allocation, Equities, Fixed Income

Adam Scully-Power, Vice President Product Management, describes how the Columbia Adaptive Risk Allocation Fund may help investors mitigate risk in their portfolio. (Video – 4:17).

Tagged with: Asset Allocation, Equities, Fixed Income

Jeff Knight, Head of Global Investment Solutions and Asset Allocation, describes his market state classification system and how he uses it to manage their portfolios. (Video – 3:31).

Tagged with: Asset Allocation, Equities, Fixed Income

Dave King, Senior Portfolio Manager talks about some aspects of convertible securities that are uniquely attractive in today’s financial world. (Video – 2:30).

| Tagged with: Equities, Fixed Income

In equity markets, we are generally positive on the major regions except emerging markets, which we continue to underweight. There are some selective opportunities in EM countries benefitting from lower oil prices and where the respective governments have committed to business-friendly reforms.
In bond markets, we see an increasing disconnect between the U.S. and UK, where yields should move higher, and Europe, where the ECB began intervening in secondary markets on 9 March.

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

Disruption from the West Coast port strikes is likely to continue for several months. The situation could pressure both sales and margin for retailers ahead of the Easter holiday.

Tagged with: Equities, Global Perspectives, Investing

Q: What do you mean by “solutions” as referenced in your title and domain of responsibility? A: We use that word to refer to investment strategies whose success and risk are defined in an outcome-oriented way as opposed to a benchmark-oriented way.

| Tagged with: Asset Allocation, Equities, Fixed Income, Global Economy, 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 $506 billion†† of assets across developed and emerging market equities, fixed income, asset allocation solutions and alternatives.

††In U.S. dollars as of December 31, 2014. Source: Ameriprise Q4 Earnings Release. Includes all assets managed by entities in the Columbia and Threadneedle groups of companies. Contact us for more current data.