Perspectives Blog

Special report – Commodity markets outlook

Columbia Management, Investment Team | July 21, 2014

e bullish on the macro outlook for the rest of 2014. The OECD countries and in particular North America, the region where economic growth is currently the strongest, and where growth is accelerating, will drive the expansion. Unless there is a significant escalation of geopolitical events we expect global growth to improve. Given that the developed world is leading the global economy, we anticipate that the expansion will be more energy intensive…

The importance of taking a long-term perspective

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

We examine the value in maintaining a long term outlook for major asset classes We review our forecast for several major asset classes over the next five years Why maintaining realistic expectations for long term asset class performance is so important For asset allocation decisions, we find great value in maintaining a long-term outlook for major asset classes. Twice a year, in fact, we conduct an extensive update of our five-year return fore…

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…

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…

The three tax thresholds of the new tax regime

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

w tax rates and provisions as a result of the American Taxpayer Relief Act of 2012 and taxes associated with the Affordable Care Act of 2010. Among them are three distinct thresholds that investors could cross over, each with unique tax implications. The first threshold triggers the two surtaxes related to the Affordable Care Act of 2010. Crossing the second threshold begins a phase-out of personal exemptions and itemized deductions for federal i…

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…

It’s a mobile world

Dave Egan, Senior Equity Analyst | March 10, 2014

is year. Smartphones Two key themes in smartphones stood out at the show. First, Samsung presented its newest smartphone, the Galaxy S5, and the general consensus from many investors coming out of MWC was how evolutionary and unexciting the new phone is. For many investors, this confirmed that the smartphone market is saturated and that there are no investable themes in mobile. To some extent, these conclusions have validity given that there is c…