Search results for: stocks

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Asset allocation: Q4 equity strategy

After the recent correction and with the breadth of our asset allocation research still favoring equities, we are rebuilding an equity overweight, primarily using U.S. large-cap stocks. While the Fed heads toward the exit, the European Central Bank is planning to provide further monetary easing and the Bank of Japan is continuing to expand its balance sheet.

Tagged with: Asset Allocation, Economy, Equities, Investing, Markets, U.S. Economy

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

The evolution of market betas — traditional, smart and alternative

The science of asset allocation has evolved and the array of choices available to build portfolios has become much more expansive. Market betas provide asset managers and investors a broad pallet of choices to which portfolios can be built in order to suit different investor needs.

Tagged with: Asset Allocation, Investing, Portfolio Strategies

What can the Triple Crown teach us about investing?

In horse racing, as in investing, being right is less rewarding if one’s prediction is already reflected in the price. The era of easy money engineered by central banks has succeeded in flattering asset prices, but it is very difficult to identify any assets that are out of favor and inexpensively priced.

Tagged with: Economic/Markets Outlook, Equities, Investing, Portfolio Strategies

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

Constraints of convention

A 60/40 portfolio may appear to be balanced, but when viewed through a risk lens it is clear that the equity allocation comprises a disproportionate amount of the risk. By under-emphasizing equity and relying more on fixed-income, risk-balanced (“risk parity”) portfolios may deliver lower volatility — but with lower expected returns than traditional balanced portfolios.

| Tagged with: Asset Allocation, Investing, Portfolio Strategies

UK general election — First reaction

The Conservative Party’s result in yesterday’s UK general election has been greeted warmly by financial markets which had feared a protracted period of uncertainty in the event of an inconclusive outcome. UK equity strength is being led by stocks that investors expected to be squeezed by Labor.

Tagged with: Global Economy

D-Day for healthcare — Three potential outcomes of U.S. Supreme Court ruling

The Supreme Court is about to rule on whether to uphold tax subsidies for individuals buying health insurance on the 34 federally administered state public health exchanges. Congress and the Department of Health and Human Services will have to scramble to respond to invalidation and respond quickly to enrollees, providers and payers.

Tagged with: Economic Policy

Global asset allocation update (March 2015)

Thank you for your continued interest in the 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. Source: Columbia Management Investment Advisers, LLC.

Tagged with: Asset Allocation, Equities, Fixed Income, Investing

Learn more about the Columbia Select Large Cap Growth Fund

Consistently growing assets is hard, yet it’s often the key to realizing financial goals. Learn how Columbia Select Large Cap Growth Fund analyzes earnings trends to maintain a concentrated portfolio of stocks carefully selected for high potential growth.

Tagged with: Columbia Funds, Equities, Portfolio Strategies
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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.