Latest Perspectives

Investing

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Since the great financial crisis of 2008, the global macro backdrop for financial markets has featured harmonized central bank stimulus worldwide. 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.

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

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: Economy, Equities, Global Economy, Global Perspectives, Investing, Markets

We are still positive on equities versus other assets, particularly core bonds, although the list of potential headaches for equities is not insignificant and appears to be growing. Japan’s recent progress on the corporate front is a cause for optimism.

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

Buying bonds at negative rates is a guarantee of losing money in nominal terms.
Central banks must keep real rates low to help their economies reach a self-sustaining growth path. Investors should focus on asset classes that benefit from this growth rather than providing the free money to support it.

Tagged with: Equities, Fixed Income, Global Perspectives, Investing

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, Global Economy, Global Perspectives, Investing

Guy Pope, senior portfolio manager, discusses his stock selection process, sell discipline and why he believes the Contrarian Core Fund has a competitive advantage. (Video – 3:07).

Tagged with: Columbia Funds, Investing

Last week’s FOMC meeting was the third largest dovish surprise in the QE era, only bested by the original QE1 announcement and the September 2013 “no taper” decision. We continue to expect the FOMC to hike rates in September, and the pace of rate hikes thereafter should be faster than markets are currently pricing.

Tagged with: Economy, Global Perspectives, Investing

We expect high yield and emerging markets debt to deliver better returns in either a slow growth or inflationary recovery scenario. Investors should brace for higher levels of price volatility as monetary policy continues to move in different directions around the globe.

Tagged with: Fixed Income, Global Perspectives, Investing

Disruption from the West Coast port strikes is likely to continue for several months. The situation could pressure both sales and margin for retailers ahead of the Easter holiday.

Tagged with: Equities, Global Perspectives, Investing

After 13 consecutive months of positive returns, it is not surprising that the muni market has taken a step backward. We believe that the muni market remains on sound footing due to supportive market fundamentals and technicals, as well as our entrenched high tax environment.

Tagged with: Fixed Income, Global Perspectives, Investing, Muni Perspectives, Muni Perspectives Blog, Municipal Bonds
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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.