Latest Perspectives

Asset Allocation

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We retain very modest expectations for total returns from fixed-income assets based on the low level of yields combined with the expectation that interest rate policy will normalize within the next five years. We believe equities offer returns only slightly below their long-term averages based on expectations of ongoing economic growth and worldwide equity valuations that are not extremely expensive.

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

There were no changes from the prior month. Source: Columbia Management Investment Advisers, LLC.

Tagged with: Asset Allocation, Global Perspectives

When the lights went out on New Year’s Eve, the S&P 500 had returned 13.7% for the full year, its fifth year of double-digit percentage gain out of the last six calendar years. Along the way in 2014, the S&P 500 registered 53 record-high closes.

Tagged with: Asset Allocation, Equities, Fixed Income

In this video, Jeff Knight gives his market outlook for 2015. Knight explains his strategies for participating in market while protecting existing gains by adapting thoughtfully to current market conditions.

Tagged with: Asset Allocation, Equities, Fixed Income

A convenient, comprehensive reference that looks both back and forward to bring today’s economy, markets and investing opportunities sharply into view. The Q1 2015 MarketTrack — featuring more than 40 charts and graphs accompanied by straightforward commentary — is now available.

Tagged with: Asset Allocation, Columbia Funds, Economic/Markets Outlook, Economy, Equities, Fixed Income, Global Economy, Investing, Markets, Uncategorized

What’s different in 2015? Equity hegemony in action.

Tagged with: Asset Allocation, Equities, Investing

Source: Columbia Management Investment Advisers, LLC. The chart reflects the views of the Global Asset Allocation Team as of November 19, 2014.

Tagged with: Asset Allocation, Investing

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

30 years equals about 11,000 days. One might assume that eliminating a few of those days would have little impact on investment performance during that time.

Tagged with: Asset Allocation, Investing, Markets

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.

Tagged with: Asset Allocation, Equities, Fixed Income, Global Economy, Investing
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About Us

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.