Latest Perspectives

Investing

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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

A 60/40 portfolio may appear to be balanced, but when viewed through a risk lens it is clear that the equity allocation comprises a disproportionate amount of the risk. By under-emphasizing equity and relying more on fixed-income, risk-balanced (“risk parity”) portfolios may deliver lower volatility — but with lower expected returns than traditional balanced portfolios.

| Tagged with: Asset Allocation, Investing, Portfolio Strategies

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

Paul Wick has been investing in the technology sector longer than any other current portfolio manager of a U.S. technology fund. Back in 1990, when he started in the sector, Motorola had just introduced its flip phone, Apple had recently rolled out its beige box Mac Classic personal computer, and there were a lot of major subsectors that barely exist today – companies making UNIX computers and tape drives.

Tagged with: Equities, Industry/Sector Commentary, Investing

For wealth accumulation, simply participating in the upside of markets isn’t enough — the downside is also a critical consideration. The Columbia Adaptive Risk Allocation Fund seeks to deliver improved returns with lower drawdowns than a 60/40 allocation.

| Tagged with: Asset Allocation, Columbia Funds, Equities, Investing, Portfolio Strategies

Momentum as a factor in investing decisions can be a valuable tool, but must be monitored carefully. Drawdowns can be severe if exposures are not structured mindfully.

Tagged with: Investing

Bill Landes, Ph.D., Deputy Head of Global Investment Solutions and Head of Alternative Investments, discusses alternative investments and offers some guidance as to why and how investors should consider adding alternatives to their portfolios. Q:  Let’s start with how you define alternatives?

| Tagged with: Alternative Investments, Asset Allocation, Investing

We believe that the investment-grade universe has an adequate capital structure that balances shareholders and debtholders, suggesting the credit cycle is in the middle of the expansion stage. While Apple’s rise in debt has significantly outpaced its earnings growth, this is an appropriate capital structure for a maturing company.

Tagged with: Investing

In this video, Jeff Knight, Global Head of Investment Solutions and Asset Allocation, explains why he favors pursuing returns through global equities and pursuing portfolio stability through shorter duration bonds and alternative investments.

Tagged with: Asset Allocation, Economic Policy, Economic/Markets Outlook, Economy, Equities, Fixed Income, Global Economy, Interest Rates, Investing, Monetary Policy, U.S. Economy

Jeff Knight explains his outlook on global market conditions. His team’s portfolio strategy is a combination of pursuing return through a global equity focus and pursuing stability through shorter duration bonds and alternative investments.

Tagged with: Economy, Fixed Income, Interest Rates, Investing, Monetary Policy, Portfolio 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 $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.