Perspectives Blog

Special report – 2014 mid-year review and outlook

Columbia Management, Investment Team | June 16, 2014

…slower global growth and rising geo-political risks present downside risks to growth, although supportive central bank actions will continue and perhaps accelerate, particularly in Japan, China and the eurozone. Taxable bonds Colin Lundgren, Head of fixed income Review: 2014 has been a happy new year for taxable fixed-income investors. After experiencing mostly negative total returns in 2013, the surprising combination of lower interest rates and…

Gut check: The outlook on fixed income

Colin J. Lundgren, CFA, Head of U.S. Fixed Income | February 24, 2014

The next big move in rates may be triggered by concerns about possible future Fed rate hikes. High-quality bonds may struggle to generate coupon-like returns. Emerging markets may ultimately benefit from the synchronized uptick in growth in global developed markets. With nearly two months of the year behind us, we thought now would be a good time to see how the fixed-income market is faring in 2014 and assess our outlook. We asked our investme…

VIDEO — The case for active portfolio management

Colin Moore, Global Chief Investment Officer | September 23, 2013

A change in focus from Federal policy to economic and corporate earnings growth should be better for active portfolio management. When the market is focused on broad topics like risk and Fed policy, the tide tends to lift or sink all boats. A greater focus on economic growth and earnings should lead to significantly more differentiation between securities. See more from Colin Moore: U.S. economic outlook See more Market Insights from Columbi…

VIDEO – U.S. economic outlook

Colin Moore, Global Chief Investment Officer | September 9, 2013

While total GDP growth is struggling around 2%, the private economy is growing at about 3%. Though growth in the rest of this year may continue to be slow, the impact from changes in wage taxation and the sequester should begin to diminish in 2014. Overall, the outlook for the U.S. is not tremendous, but reasonable – and particularly good compared to most of the rest of the world. See more Market Insights from Columbia Management….