Latest Perspectives

Fixed Income

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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

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

Zach Pandl, Head of Sovereign Fixed Income Research, Columbia Threadneedle Investments, looks at the current interest rate environment and implications for fixed income investors.

Tagged with: Fixed Income, Global Perspectives, Interest Rates

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

Americans are paying as much as 43.4% of their income in federal taxes. For investors seeking tax-exempt income without excessive risk — even compared to other muni funds — Columbia AMT-Free Intermediate Muni Bond Fund may be an attractive solution.

Tagged with: Columbia Funds, Fixed Income, Municipal Bonds, Portfolio Strategies, Tax Strategies

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, Fixed Income, Global Economy

Until recently, ethical investing has focused on avoiding exposure to perceived negative activities. Municipal bonds can offer a cost-effective way to fund programs and infrastructure to serve the public good.

Tagged with: Fixed Income, Global Perspectives, Investing

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. Source: Columbia Management Investment Advisers, LLC.

Tagged with: Asset Allocation, Equities, Fixed Income, Investing

James Dearborn, Head of Municipal Bond Investments, describes where he is seeing opportunities and what to avoid in muni credit. (Video – 2:17).

Tagged with: Fixed Income, Muni Perspectives, Municipal Bonds

Most geopolitical events do not lead to significant or persistent global market reactions. Conflicts confined to areas remote from significant world economic activity and which do not threaten oil supplies tend not to impact markets.

Tagged with: Equities, Fixed Income, Global Economy
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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.