Search results for: equities 2

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Has dividend investing lost its luster?

Higher-yielding equities underperformed the market last year raising questions about whether dividend investing remains an attractive strategy. Even if rates continue a long-term increase from current levels, we expect that equities sensitivity to rising rates will decline.

Tagged with: Equities, Investing, U.S. Economy

Emerging market equities — Still a world of opportunity

Despite a disappointing last five years, the structural growth drivers that have long made emerging markets an attractive area in which to invest are as compelling as ever. While emerging markets may be a single asset class, they are anything but homogenous.

Tagged with: Equities, Global Economy, Investing

Global asset allocation outlook (August 2014)

We have advocated an overweight to equities for several years. Even through the early year setbacks for the global economy and for global stocks, our views favored equities over other investment choices.

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

Corporate governance — The next catalyst for Japanese equities

Overhauling corporate governance to harness the power of private enterprise is critical to Japan’s growth strategy. Better engagement between corporate management and shareholders should ultimately lead to higher returns for holders of Japanese equities.

Tagged with: Equities, Global Economy, Investing, Markets

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

Should investors be cheering Japan’s new stimulus program?

Stock markets rose on the announcement that the government of Prime Minister Shinzo Abe was significantly stepping up its policy actions. The other major announcement was that the Government Pension Investment Fund will shift its asset allocation to domestic equities and foreign bonds/equities away from domestic bonds.

Tagged with: Equities, Global Economy, Investing

Global asset allocation outlook (as of March 2014)

After significant gains in 2013, equities took a breather in the first quarter of 2014 while fixed income assets rallied. The S&P 500 Index experienced a fair amount of volatility, retreating 5.8% at the start of the year and then rallying by more than 7% to end the quarter modestly higher.

Tagged with: Asset Allocation, Investing

Building better portfolios in a low return world

The near-zero interest rate environment has been a support for the financial markets, but as the economy normalizes so will interest rates. While we expect the bull market in equities to continue, returns will likely be far more modest over the next 10 years.

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

Three’s a party in India

Investors are concluding that the prospects for EM equities are as dim as ever. Yet evaluating EM as a monolithic whole is outdated and dangerous.

Tagged with: Equities, Global Economy, Global Perspectives
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Backed by more than 100 years of experience, Columbia Management is one of the nation’s largest asset managers. At the heart of our success and, most importantly, that of our investors, are highly talented industry professionals, brought together by a unique way of working. At Columbia Management, reaching our performance goals matters, and how we reach them matters just as much.