Latest Perspectives

Equities

  1.  
  2. 1
  3. 2
  4. 3
  5. ...
  6. 8

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 horse racing, as in investing, being right is less rewarding if one’s prediction is already reflected in the price. The era of easy money engineered by central banks has succeeded in flattering asset prices, but it is very difficult to identify any assets that are out of favor and inexpensively priced.

Tagged with: Economic/Markets Outlook, Equities, Investing, Portfolio Strategies

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

Corporate earnings results for the second calendar quarter are likely to be a bit soft. Despite relatively high valuations, investors seem willing to accept that better results are shimmering out in the future.

Tagged with: Equities, Investing, Markets

Low interest rates have provided a significant tailwind for bonds and equities over the last 30 years. Globalization of labor markets, rather than slow growth, could be the main driver for today’s low interest rates.

Tagged with: Equities, Fixed Income, Global Economy, Global Investing, Interest Rates

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

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 fundamental growth prospects for the growth industries that have led markets recently generally remain solid. If there is a kryptonite for secular growth leadership, it would appear to be a change in perceptions regarding global growth prospects.

Tagged with: Economy, Equities, Global Investing, Investing, Markets, U.S. Economy

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
  1.  
  2. 1
  3. 2
  4. 3
  5. ...
  6. 8

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.