Perspectives Blog

Special report – Commodity markets outlook

Columbia Management, Investment Team | July 21, 2014

…range of commodities and because we would expect gold to lag commodities in general in the current environment. Gold does best when, not only is there geopolitical risk, but also when we have questions about whether the U.S. dollar is functioning as a credible reserve currency. At present it is, given that the U.S. is enjoying relatively strong growth and investment is flowing into the country to fund growing manufacturing and energy production….

The importance of taking a long-term perspective

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

…r major asset classes. Twice a year, in fact, we conduct an extensive update of our five-year return forecasts for several asset classes. The purpose of this exercise is two-fold. First, taking a longer term perspective helps us to set strategic asset allocations and design portfolios for diverse investment goals. Just as important though is that maintaining long-term forecasts provides context for responding thoughtfully to daily swings in marke…

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 – 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 (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…

The three tax thresholds of the new tax regime

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

…is surtax only applies to the wage earner or the self-employed. The employer’s Medicare payroll tax rate remains at 1.45% regardless of the employee’s wage amount. The same threshold number ($200,000 single/$250,000 joint) is used for the 3.8% Net Investment Income Tax. But in this case, the threshold is defined as modified adjusted gross income. For the purposes of the Net Investment Income Tax, modified adjusted gross income = adjusted gross in…

It’s a mobile world

Dave Egan, Senior Equity Analyst | March 10, 2014

…re no investable themes in mobile. To some extent, these conclusions have validity given that there is clear deceleration in the growth of high-end smartphones, such as the iPhone and the Galaxy S. However, many investors are using too broad of a brush for the space and are missing a number of investment opportunities. For example, while the high-end is decelerating, the low-end in China and the emerging markets continue to see strong growth. As…