Latest Perspectives

Investing

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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

The spotlight China’s stock market turmoil has cast on Chinese central authorities may inspire newfound commitment to reforms.
Powerful technical factors have created significant dispersion of gaps between underlying fundamentals and valuations across markets. For patient investors with the resources and skill to research and investigate these situations, there may be exciting stock-picking opportunities through this “sorting-out” period.

Tagged with: Economic/Markets Outlook, Global Economy, Global Investing, Investing, Markets

Biosimilars — copies of high-priced bio-engineered therapeutic proteins and antibodies — have begun to be approved by regulators in both the EU and U.S.
There are huge health and financial benefits to be derived from the development of biosimilar markets in mature therapeutic categories. Even greater opportunities exist in the discovery and development of innovative biologic drugs that will save and improve lives and reduce the burden of disease.

Tagged with: Industry/Sector Commentary, Investing

Our popular MarketTrack flipbook features an array of timely, easy-to-read charts and graphs accompanied by clear, insightful market and economic commentary. The Q3 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, Economic/Markets Outlook, Economy, Equities, Fixed Income, Global Economy, Investing, Markets, Municipal Bonds, U.S. Economy

The Investment Strategy Outlook provides the Global Asset Allocation Team’s quarterly asset allocation recommendations based on their economic outlook and analysis of capital markets. This quarter the team tackles less attractive valuations and the challenge of increased correlation across asset classes (i.e., less benefit from diversification).

| | | Tagged with: Asset Allocation, Equities, 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 $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.