Latest Perspectives

U.S. Economy

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It is unclear if recent improvements in U.S. labor market data are due to less slack or government-related measures to support worker income and benefits. Occupations with some scarcity of qualified labor have seen some wage pressures, but the gains are likely due to one-time minimum wage hikes.

Tagged with: Economy, U.S. Economy

Watch Jeff Knight, CFA, Global Head of Investment Solutions and Asset Allocation, explain his view of the markets and what’s next for investors. Taking a cross-asset perspective, Knight looks at some key trends leading up to the recent market volatility, including falling U.S. bond yields, economic slowdown in Europe and a strengthening U.S. dollar.

Tagged with: Asset Allocation, Economy, Markets, U.S. Economy

After the recent correction and with the breadth of our asset allocation research still favoring equities, we are rebuilding an equity overweight, primarily using U.S. large-cap stocks. While the Fed heads toward the exit, the European Central Bank is planning to provide further monetary easing and the Bank of Japan is continuing to expand its balance sheet.

Tagged with: Asset Allocation, Economy, Equities, Investing, Markets, U.S. Economy

The U.S. dollar could continue to perform well, but there is a short-term case as to why dollar strength could be accompanied by more asset class volatility. Currency markets are moving ahead of what interest rate markets are telling us, so there is a disconnect.

Tagged with: Global Economy, U.S. Economy

The more things change, the less they stay the same. The last five years have brought good times to investors.  Equity markets have more than doubled, bond yields have dropped, credit spreads have tightened and volatility has calmed.

Tagged with: Asset Allocation, Economy, Equities, Fixed Income, Global Economy, Investing, Markets, U.S. Economy

A convenient, comprehensive reference that looks both back and forward to bring today’s economy, markets and investing opportunities sharply into view. The Q4 2014 MarketTrack — featuring more than 40 charts and graphs accompanied by straightforward commentary — is now available.

Tagged with: Asset Allocation, Economy, Equities, Fixed Income, Global Economy, Investing, Markets, U.S. Economy

While there has been a broad slowing in the last 15 months, the U.S. housing market has stabilized and started to recover. Homebuilders are catering to upscale buyers where financing is less of a constraint, and also building larger and more expensive homes.

Tagged with: Economy, U.S. Economy

Prospective returns for Treasuries now look poor across the curve—not just at the front end. Yield curves tend to flatten as central banks raise short-term rates, but valuations have now moved beyond the point where these trades make sense.

Tagged with: Economy, Fixed Income, U.S. Economy

Since 2011, consumer spending has been below average overall, and spending on retail apparel has been especially poor. A host of factors, from shifting consumer priorities to poor inventory control have forced apparel retailers to compete on price, and sales and profitability have suffered dramatically.

Tagged with: U.S. Economy

Jeffrey Knight, CFA, Global Head of Investment Solutions and Asset Allocation, offers an overview of what has been a very straightforward investment year. Seeing gains across all the major asset classes in similar magnitude — in stocks worldwide, in bonds worldwide, credit markets, commodity markets, the market remain optimistic for the balance of the year.

Tagged with: Asset Allocation, Economy, Equities, Fixed Income, Investing, U.S. Economy
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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.