Latest Perspectives


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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. A review of the Global Asset Allocation Team’s research continues to point to an environment favorable for stocks over bonds.

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

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

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
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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.