Latest Perspectives

Markets

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Last year’s headlines about high-frequency trading cast a shadow over the U.S. equity market and forced the investment community to respond. We believe the U.S. equity market is well on its way to defragmenting, and that “managing the conflict” is now a common theme at the regulator, exchange, broker and asset manager level.

Tagged with: Markets

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

Our popular MarketTrack flipbook features an array of timely, easy-to-read charts and graphs accompanied by clear, insightful market and economic commentary. The Q2 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

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

Q: What do you mean by “solutions” as referenced in your title and domain of responsibility? A: We use that word to refer to investment strategies whose success and risk are defined in an outcome-oriented way as opposed to a benchmark-oriented way.

| Tagged with: Asset Allocation, Equities, Fixed Income, Global Economy, Global Perspectives, Investing, Markets

Last year, U.S. stocks had the best returns among major equity markets across the world. Much of this difference in performance was driven by the strength of the dollar which resulted in negative returns for most developed international and emerging market equities, with a handful of exceptions such as India.

Tagged with: Asset Allocation, Global Perspectives, Investing, Markets

We retain very modest expectations for total returns from fixed-income assets based on the low level of yields combined with the expectation that interest rate policy will normalize within the next five years. We believe equities offer returns only slightly below their long-term averages based on expectations of ongoing economic growth and worldwide equity valuations that are not extremely expensive.

| | Tagged with: Asset Allocation, Equities, Fixed Income, Global Perspectives, Investing, Markets

The European Central Bank is embarking on quantitative easing at a time when tailwinds are already beginning to build behind the euro area economy. A more constructive economic outlook could have important implications for European markets.

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

Recent oil and commodity price declines have raised concerns about global deflation and price stability. Areas with pricing power deserve a premium, and as with any merchandise, when it is increasingly scarce, that premium can become substantial.

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