Latest Perspectives

Equities

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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

In Japan, there is general optimism for a steady economic recovery, with a prevailing sense of confidence in reasonable valuations and a low bar for incremental improvement. Companies that can take advantage of global business opportunities look far more attractive than those simply waiting for a rising national tide to lift their boats.

Tagged with: Equities, Global Economy, Investing, Markets

While inversions are not new, the pace of inversions has rapidly increased in the last few years. We believe the debate over tax policy and perceived corporate tax avoidance will only grow from here.

Tagged with: Equities, Investing

While REITs typically demonstrate some interest rate sensitivity and sometimes have a “knee-jerk” reaction down when rates first move up, performance has often rebounded. An improving economy has the potential to dampen the effects of duration risk and interest rate sensitivity, given the increased earnings and dividend growth REITs can produce.

Tagged with: Equities, Investing

More than 1,000 retailers have been affected by the same malware that caused Target and Home Depot data breaches. The number of data breaches will continue to increase and cost retailers millions in IT spending and damage control.

Tagged with: Equities, Investing

Almost as certain as death and taxes is Medicaid expansion under ACA and the move by states toward Medicaid managed care and away from traditional fee-for-service. Medicaid managed care enrollment will expand as states transition beneficiaries from fee-for-service coverage to managed care and the “opt-in” states broaden eligibility.

Tagged with: Equities, Investing

We have advocated an overweight to equities for several years. Even through the early year setbacks for the global economy and for global stocks, our views favored equities over other investment choices.

Tagged with: Asset Allocation, Equities, Fixed Income, Investing

Broad measures of cost inflation (PPI and CPI) growth rates have remained near 2% for the past three years. However, sharp increases have occurred in isolated areas like trucking, but the effect is far-reaching.

Tagged with: Equities, Investing

Major asset classes had nice gains through mid-June but have declined as of late. Although we still favor equities, we think it is time to bolster portfolio resilience.

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

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.