Perspectives Blog

July 2013 Archive

Looking for diversification in emerging markets

Columbia Management, Investment Team | July 30, 2013

Emerging markets have become a significant component of the global economy, with higher GDP growth rates compared to developed markets. The wide range of local conditions and growth drivers present in emerging markets makes them particularly interesting as a diversifier for investors already exposed to developed markets. We believe that, for diversification, investors should consider

Time for a change

Columbia Management, Investment Team | July 23, 2013

The end of a long bull market for bonds means investors need to redefine how they generate income. In an environment of heightened risk, professional expertise can help investors avoid emotion-driven mistakes. Investors should consider including non-traditional investments in a broadly diversified portfolio. The end of the bull market for bonds means the way that

What’s next for the U.S. dollar?

Nic Pifer, CFA, Sector Leader | July 18, 2013

The U.S. dollar has appreciated 6.6% year-to-date. The U.S. economy is much further along in the structural healing process than either Europe or Japan. We remain constructive on the outlook for the U.S. currency over the medium term, although we do expect some setbacks along the way. Year to date, the U.S. dollar has appreciated

Building a resilient portfolio

Jeffrey Knight, CFA, Global Head of Investment Solutions and Asset Allocation | July 16, 2013

Diversification is the single most important tool an investor has to improve their portfolio’s resilience to negative events. Now is an opportune time for investors to look at ways to protect year-to-date gains and prepare for monetary policy changes. Video: Two investment opportunities that may help stabilize portfolios today. Diversification is the single most important