Latest Perspectives

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Lower oil prices should translate into higher demand as a result of cheaper petroleum prices and through higher global GDP growth, which in turn drives oil demand. While there are several factors that could serve to offset this higher demand, we should see some additional demand as a result of lower prices.

Tagged with: Equities, Investing, Markets

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

When discounted for index composition, U.S. equities are not trading at a significant premium to Europe. One can draw some very misleading conclusions about any disparate group by only looking at the aggregates.

Tagged with: Equities, Investing, Markets

Despite a disappointing last five years, the structural growth drivers that have long made emerging markets an attractive area in which to invest are as compelling as ever. While emerging markets may be a single asset class, they are anything but homogenous.

Tagged with: Equities, Global Economy, 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

Watch Zach Pandl, portfolio manager and strategist, explain what the end of the Fed’s Quantitative Easing program means for investors. QE is over because it succeeded, which is good news.

Tagged with: Economy, Investing

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

Republicans exceeded expectations across the board, gaining control of the Senate and picking up significant net new seats in the House as well as in state capitols. We aren’t expecting the GOP to embark on a politically self-destructive path regarding debt limits and potential government shutdowns.

Tagged with: Equities, Investing, Markets

As emerging markets investors, we like Asia because of its strong reform momentum and the depth of its stock market. Rising interest rates will be good for exports and Asia’s earnings story.

Tagged with: Equities, Global Economy, 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.