Latest Perspectives

Uncategorized

  1.  
  2. 1
  3. 2

As of April 2015, only three states have succeeded in enacting laws creating retirement savings programs for private-sector workers: California, Illinois and Massachusetts. California is in the process of implementing the California Secure Choice Retirement Savings Trust, which is a mandatory, IRA-based payroll-deposit retirement savings arrangement for employees of certain private-sector employers.

Tagged with: New Tax Regime, Uncategorized

Your child’s dream is to go to college. Your dream is to pay for it.

In his State of the Union address on January 20, the president outlined his agenda for tax reform, which includes provisions that could — if enacted — affect the retirement services industry. The White House released a fact sheet on the proposed tax code changes that were part of the State of the Union address.

Tagged with: New Tax Regime, Uncategorized

While the risks and opportunities ESG research strives to assess have always been around, we believe their significance to investment outcomes is only growing. One potential source of opportunity for locating market inefficiency is by taking a hard look at underappreciated longer term risks and opportunities.

CSX is one of the first old-line industrial companies to embark on a share buyback program funded from borrowing rather than free cash flow generation. Increasing leverage while top-line growth is anemic could signal that a new stage of the U.S. credit cycle has begun.

A potential rate increase by the Fed, central bank easing in much the rest of the world, and continued slow U.S. economic growth. What does it mean for fixed-income investors?

David King, senior portfolio manager for the Columbia Flexible Capital Income Fund, explains our flexible approach to income-oriented investing for investors seeking reasonable income with potential growth. (Video – 2:27).

|

2014 was a year to remember. Tailwinds still blowing in 2015.

Tagged with: Fixed Income, Investing, Muni Perspectives, Muni Perspectives Blog, Municipal Bonds, New Tax Regime, Uncategorized

There were no changes from the prior month. Source: Columbia Management Investment Advisers, LLC.

This is a password-protected post. It should not show up in the data feeds and should only be visible if a visitor has the password.

  1.  
  2. 1
  3. 2

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.