Search results for: recession

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Obsolescence and disruption – The new capacity utilization

We believe that company- and industry-specific forces will remain important factors in stock selection. We will continue to look for companies that are making smart investments in the future.

Tagged with: Equities, Investing

Finding bond opportunities throughout the business cycle

Global bond markets respond in different ways throughout the business cycle. A flexible strategy can adapt its risk complexion to capture opportunities and mitigate downside.

Tagged with: Fixed Income, Investing

Ghost of crises past

The market’s extended period of low volatility was shattered in the past month. While it is possible fear-driven selling could resume or accelerate, we do not believe this is the most likely outcome.

| Tagged with: Economy, Investing, Markets

Muni market – Favorable environment remains in place

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

October — It always seems to happen in October!

Markets are now asking what happens if growth slows again in the U.S. and/or weak and slowing growth in Europe, Russia and China drags down U.S. and U.K. growth?

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

Five lessons from 25 years in the tech sector

Paul Wick has been investing in the technology sector longer than any other current portfolio manager of a U.S. technology fund. Back in 1990, when he started in the sector, Motorola had just introduced its flip phone, Apple had recently rolled out its beige box Mac Classic personal computer, and there were a lot of major subsectors that barely exist today – companies making UNIX computers and tape drives.

Tagged with: Equities, Industry/Sector Commentary, Investing

2015 – The year of living carefully?

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

Is there opportunity in small-cap banks?

As profitability rebounded from the financial crisis and return on assets improved in 2012 and 2013, the banking industry once again began to outperform. We continue to see growth in commercial and industrial loans as a positive indication for the economy.

Tagged with: Equities, Investing, Markets

Asset allocation — Kinetic vs. potential energy

While most equity markets had positive first half performance, we still expect modest acceleration in growth ahead for the global economy. From both a valuation perspective and investor sentiment viewpoint, Chinese, Russian and Japanese equities look cheap.

Tagged with: Asset Allocation, Equities, Investing, Markets

Inflation — The usual suspects

Four factors figure empirically into how and why inflation moves: (1) commodity prices, (2) spare capacity, (3) changes in exchange rates, and (4) monetary policy. These same factors argue for a gradual recovery in U.S. inflation in the year ahead, which could be a headwind for high-quality fixed-income returns.

Tagged with: Economy, Fixed Income
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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.