Latest Perspectives

Fixed Income

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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

We expect high yield and emerging markets debt to deliver better returns in either a slow growth or inflationary recovery scenario. Investors should brace for higher levels of price volatility as monetary policy continues to move in different directions around the globe.

Tagged with: Fixed Income, Global Perspectives, Investing

After 13 consecutive months of positive returns, it is not surprising that the muni market has taken a step backward. We believe that the muni market remains on sound footing due to supportive market fundamentals and technicals, as well as our entrenched high tax environment.

Tagged with: Fixed Income, Global Perspectives, Investing, Muni Perspectives, Muni Perspectives Blog, Municipal Bonds

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

We retain very modest expectations for total returns from fixed-income assets based on the low level of yields combined with the expectation that interest rate policy will normalize within the next five years. We believe equities offer returns only slightly below their long-term averages based on expectations of ongoing economic growth and worldwide equity valuations that are not extremely expensive.

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

2014 was a year to remember. Tailwinds still blowing in 2015.

Tagged with: Fixed Income, Investing, Muni Perspectives, Muni Perspectives Blog, Municipal Bonds, New Tax Regime, Uncategorized

In this video, James Dearborn, Head of Municipal Bonds at Columbia Management, shares his 2015 outlook for the municipal bond market. Dearborn emphasizes that low supply, a continuing trend of decreasing defaults and historical resilience to interest rate moves relative to other fixed-income investments combine to paint an encouraging picture for 2015.

Tagged with: Fixed Income, Global Perspectives, Investing, Municipal Bonds

Most states and local governments should benefit from higher tax receipts as more consumer discretionary income leads to a pick-up in spending. Negative effects will be localized around energy producing areas, especially if oil prices stay low for an extended period.

Tagged with: Fixed Income, Muni Perspectives Blog

Global bond markets respond in different ways throughout the business cycle. A flexible strategy can adapt its risk complexion to capture opportunities and mitigate downside.

Tagged with: 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 $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.