Latest Perspectives

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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).

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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.

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Pursue a realistic income goal with more than bonds. Common stocks and a variety of other corporate securities may yield as much as bonds with greater return potential over time.

Within 2015 Perspectives you will find our views on today’s markets and recommendations for navigating them. The articles represent the depth and breadth of our investment teams, as well as our commitment to delivering timely investment solutions.

RP-2014 mortality tables are expected to increase the average pension plan’s liabilities by 3% to 10%, with a similar reduction in funded status. Revised tables will be recognized first by plan sponsors’ accountants, and subsequently by the IRS.

Various federal government initiatives, including tax reform, will impact the way Americans save for retirement. Trends to watch include enforcement, pension de-risking and participant empowerment measures.

Tagged with: New Tax Regime, Uncategorized

College savings plans offer an important tool for managing the cost of higher education. Saving in advance could offer a significant cost savings compared to taking loans during college.

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 December 31, 2014. Source: Ameriprise Q4 Earnings Release. Includes all assets managed by entities in the Columbia and Threadneedle groups of companies. Contact us for more current data.