Q: What indications did you observe that pointed to the recent market volatility storm? A: In our adaptive risk allocation framework, one of the key first level characterizations we make on markets is whether interest rates are normal or too low. Instead of rising as most expected, interest rates moved lower and lower this summer.
Jeffrey Knight, CFA, Global Head of Investment Solutions and Asset Allocation
Jeff Knight is Global Head of Investment Solutions and Asset Allocation for Columbia Management. Mr. Knight leads a team of six portfolio managers responsible for our broad suite of multi-asset strategies including capital allocation, risk allocation, absolute return and total return funds. In addition, Mr. Knight will join the Threadneedle Asset Allocation Committee to provide a macro perspective on various global asset classes for the purposes of helping the committee establish its outlook for global markets. Mr. Knight joined the firm in 2013 and has been a member of the investment community since 1987.
Prior to joining the firm, Mr. Knight was Head of Global Asset Allocation at Putnam Investments where he managed numerous mutual fund and institutional multi-asset strategies. He began his career at Putnam in 1993 as a Senior Analyst in the Global Asset Allocation group. A founding member of the team, he was instrumental in the development of Putnam’s asset allocation investment philosophy and strategies. While at Putnam, Mr. Knight authored the firm’s Capital Market Outlook quarterly publication. Previously, he was a Senior Associate in tax services at Coopers & Lybrand, a Financial Analyst in the federal systems division at IBM and started his career as a Staff Economist at Economic Consulting Services, Inc.
Mr. Knight earned a B.A. from Colgate University and an M.B.A. from the Tuck School of Business at Dartmouth College. In addition, he holds the Chartered Financial Analyst designation.