Latest Perspectives

Global Perspectives

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The Bipartisan Budget Act of 2015 should provide some degree of certainty as government shutdowns will be avoided through 2016 and into early 2017. Financial advisors should update information related to Social Security claiming strategies.

Tagged with: Global Perspectives, Monetary Policy, Tax Strategies

An investment strategy based purely on guessing where interest rates are headed is destined to miss the mark. We still expect the Fed to raise rates soon (but probably not in October) and we think longer term rates should drift higher (but we wouldn’t want to bet the farm on that).

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

Investors should differentiate between EM countries that have made the most progress in tackling economic imbalances and setting themselves up for stronger growth vs. those where there is more to do.

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

Lower energy prices are not a noticeable tailwind for industrial companies close to contraction in the North American energy sector. It is hard to picture enough good news this quarter to cause a significant change in sentiment for stocks in the industrial sector.

Tagged with: Commodities, Economy, Global Perspectives, Industry/Sector Commentary, Investing, Markets, U.S. Economy

Our popular MarketTrack flipbook features an array of timely, easy-to-read charts and graphs accompanied by clear, insightful market and economic commentary. The Q4 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, Equities, Fixed Income, Global Economy, Global Perspectives, Investing, Markets, U.S. Economy

Years of lean capital investment and restrained R&D spending raise concerns that the market might have a higher mix of finely tuned mature businesses and a lower mix of growth businesses. We should look for several points’ worth of cushion when using today’s prices and adjusted earnings and comparing them to prior periods.

Tagged with: Equities, Global Perspectives

James Dearborn, Head of Municipal Bond Investments, describes where he is seeing opportunities and what to avoid in muni credit. Our outlook for the municipal market is generally positive with a small number of notable weak spots, with the big issue being underfunded pension systems. Most states and local governments should benefit from the drop in energy prices; negative effects will be localized around energy producing areas.

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

We expect to see European earnings and economic growth expectations firming during the year. Even with the strong move in markets so far this year, European equity valuations are not unattractive in our view.

Tagged with: Global Economy, Global Investing, Global Perspectives

Q: To what extent does monetary policy factor into your investment strategy outlook? A: Every time we get a data point that accelerates the market’s opinion of when the Federal Reserve will tighten, we get a predictable set of consequences that are quite unfriendly to portfolios.

Tagged with: Asset Allocation, Economic/Markets Outlook, Economy, Equities, Fixed Income, Global Perspectives, Investing, Markets

A lagging economy, budget imbalances and rapidly growing long-term liabilities are driving credit rating agency downgrades in New Jersey. With pension and other post-employment benefits liabilities growing at an unsustainable rate, the state needs to pursue additional politically difficult decisions and reforms.
New Jersey remains investment grade, but the state is likely to see continued volatility and credit rating pressures.

Tagged with: Fixed Income, Global Perspectives, Municipal Bonds, Tax Strategies
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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 $471 billion†† of assets across developed and emerging market equities, fixed income, asset allocation solutions and alternatives.

††In U.S. dollars as of September 30, 2015. Source: Ameriprise Q3 Earnings Release. Includes all assets managed by entities in the Columbia and Threadneedle groups of companies. Contact us for more current data.