Perspectives Blog


Ebola virus is spreading

Columbia Management, Investment Team | October 6, 2014

The Ebola outbreak is the largest and most serious outbreak ever of this highly-contagious viral disease. Despite the scary headlines, the virus seems unlikely to spread inside the U.S. or other parts of the developed world. The focus remains on treating Ebola victims, containing the spread of the virus in Africa and preventing its intercontinental

Fixed income strategies – The pros and cons of generating returns with negative duration

Columbia Management, Investment Team | July 14, 2014

Unconstrained multi-sector bond funds have become very popular due to their flexibility to invest tactically across sectors and manage interest rate sensitivity. While it may be useful for a fixed income manager to employ a negative duration strategy, getting the timing right can be very challenging. With interest rates defying expectations so far in 2014,

From tactical to core – The case for emerging market debt

Columbia Management, Investment Team | June 2, 2014

For many investors, emerging market debt could be viewed as a core-portfolio holding rather than a short-term tactical investment. 2013’s re-pricing created value in terms of higher yields, a more dedicated investor base and a better relative value argument. Flexibility across the full spectrum of EMD investment opportunities is extremely important, as emerging markets are