Perspectives Blog

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 6.6% on a trade-weighted basis. The U.S. currency has benefited this year from a growing sense that the U.S. econom…

The importance of taking a long-term perspective

Jeffrey Knight, CFA, Head of Global Asset Allocation | February 3, 2014

…investment strategy accordingly. Disclosure The Barclays U.S. Aggregate Bond Index is a market value-weighted index that tracks the daily price, coupon, pay-downs, and total return performance of fixed-rate, publicly placed, dollar-denominated, and non-convertible investment grade debt issues with at least $250 million par amount outstanding and with at least one year to final maturity. The Barclays U.S. Corporate Investment Grade Index is an un…

Weekly market summary (1/31/14)

Columbia Management, Investment Team | February 3, 2014

Source: Columbia Management Investment Advisers, LLC Past performance does not guarantee future results. It is not possible to invest directly in an index. DESCRIPTION OF INDICES The Barclays U.S. Aggregate Bond Index is a market value-weighted index that tracks the daily price, coupon, pay-downs, and total return performance of fixed-rate, publicly placed, dollar-denominated, and non-convertible investment grade debt issues with at least $250…

Weekly market summary (as of 1/10/14)

January 13, 2014

Source: Columbia Management Investment Advisers, LLC Past performance does not guarantee future results. It is not possible to invest directly in an index. DESCRIPTION OF INDICES The Barclays U.S. Aggregate Bond Index is a market value-weighted index that tracks the daily price, coupon, pay-downs, and total return performance of fixed-rate, publicly placed, dollar-denominated, and non-convertible investment grade debt issues with at least $250…

Weekly market summary – 1/24/14

Columbia Management, Investment Team | January 27, 2014

Source: Columbia Management Investment Advisers, LLC Past performance does not guarantee future results. It is not possible to invest directly in an index. DESCRIPTION OF INDICES The Barclays U.S. Aggregate Bond Index is a market value-weighted index that tracks the daily price, coupon, pay-downs, and total return performance of fixed-rate, publicly placed, dollar-denominated, and non-convertible investment grade debt issues with at least $250…

When do floating rate loans begin to float?

Columbia Management, Investment Team | July 11, 2013

…on (FHLMC or Freddie Mac). The Barclays U.S. Corporate Index consists of publicly issued, fixed rate, non-convertible, investment-grade debt securities. The Barclays U.S. Corporate High-Yield Index measures the market of U.S. dollar-denominated, non-investment-grade, fixed-rate, taxable corporate bonds. Securities are classified as high yield if the middle rating of Moody’s, Fitch and S&P is Ba1/BB+/BB+ or below, excluding emerging market deb…

The three tax thresholds of the new tax regime

Abram Claude, Vice President, Columbia Management Learning Center | September 11, 2013

…at the number represents is different. If a taxpayer has wage and self-employment income over $200,000 filing single or $250,000 married filing jointly, he or she will face an additional 0.9% Medicare payroll surtax for every dollar of wage and self-employment income over the threshold. Before 2013, the Medicare hospital insurance payroll tax was a set 1.45%. But starting this year, every dollar over the earned income threshold level has the addi…