Search results for: stocks

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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

Harvesting a New Moderation in Asia

Companies with competitive strengths still intact should have positive profit growth once adaptive change gets underway. The ability to control cost is essential to surviving the growth slowdown in Asia Pacific ex Japan.

Tagged with: Equities, Global Economy, Investing

Constraints of convention — Does a portfolio design have to be static?

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. As a static strategy, the very thing that has helped risk parity succeed over time may prove to be its biggest liability going forward, and that is all those extra bonds.

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

Flexible income strategies — Avoiding side effects from the Fed’s medicine

In today’s low interest rate environment, investors with cash on hand and a limited appetite for risk aren’t having an easy time growing their wealth. The Fed’s strong influence throughout the government and corporate bond markets makes it hard to find attractive fixed-income instruments of low or moderate risk.

Tagged with: Asset Allocation, Fixed Income, Investing

Global market mid-year outlook

Overall macroeconomic picture in U.S. should push bond yields higher, particularly if the Fed stops its QE program later this year. We remain positive on emerging market debt while maintaining a bias against emerging market equities.

Tagged with: Economy, Equities, Fixed Income, Global Economy, Investing, U.S. Economy

Grow assets to achieve financial goals

“Given the scarcity of growth out there, I find it incredible that companies with little to no debt and very robust top and bottom lines are trading almost in synch with their underlying growth rate. Nobody is chasing these stocks to any great degree, and I find it to be a huge opportunity.  —Thomas Galvin, CFA, Senior Portfolio Manager

We believe that finding growth opportunities when growth is scarce takes proprietary bottom-up research, alpha-generating investment ideas and a disciplined security selection process.

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Interpreting the bond rally from a multi-asset perspective

A framework for identifying capital market states can help set expectations for markets in the aftermath of the recent bond rally. Our framework suggests a highly bullish market state for equities although that market state would shift to bearish if conditions became more neutral.

Tagged with: Equities, Fixed Income, Investing, Markets

Global asset allocation outlook (September 2014)

Recent market performance, particularly in September, has been negative across a widespread array of asset classes as we have seen the U.S. dollar exchange rate rise with increasing intensity in recent months. The worst returns, not coincidentally, were delivered by the very assets that have shown historically high sensitivity to dollar strength.

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

Global asset allocation outlook (February 2015)

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

Columbia Select Large Cap Growth Fund Q&A

Today’s slow-growth economy has left many companies playing financial defense. Learn how the Columbia Select Large Cap Growth Fund team is working to identify the exceptions — rare, quality, high-growth stocks with the potential for attractive returns.

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 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.