Latest Perspectives

Investing

  1.  
  2. 1
  3. 2
  4. 3
  5. ...
  6. 12

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.

Tagged with: Asset Allocation, Equities, Fixed Income, Global Investing, Investing, Markets, Portfolio Strategies

Structural changes in healthcare delivery and consumer options are leading to aligned incentives for better health outcomes and slower cost growth. Total healthcare spending growth is positive for providers of all kinds, while subdued per capita spending is positive for health insurers.

Tagged with: Industry/Sector Commentary, Investing

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

Defaults on all types of Puerto Rico governmental debt appear almost certain. Current investors should brace themselves for an extended period of receiving no interest income and additional price volatility.

Tagged with: Fixed Income, Investing, Municipal Bonds, U.S. Economy

In this Q3 2015 municipal bond market outlook, Head of Municipal Bonds James Dearborn focuses in on Puerto Rico’s likely debt default and the impact on muni bondholders. (Video 4:09).

Tagged with: Fixed Income, Investing, Markets, Municipal Bonds

Record new debt issuance, lack of revenue growth, increased acquisition activity, and the re-emergence of debt-financed shareholder returns have caused deterioration in credit metrics. Corporations may not be as close to the end of their credit cycle as the deterioration in credit metrics would imply.

Tagged with: Fixed Income, Investing

In this video, Colin Lundgren, Head of U.S. Fixed Income, looks at conditions for today’s fixed-income investors. We may be cautious on the bond market overall, but don’t confuse that with selling all of your fixed-income holdings.

| Tagged with: Asset Allocation, Economy, Fixed Income, Investing, U.S. Economy

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
  1.  
  2. 1
  3. 2
  4. 3
  5. ...
  6. 12

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.