Search results for: japan

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Special report — 2014 mid-year review and outlook

Key investment professionals review the first half of 2014 and share their insights into what may be ahead for the second half of the year. Interest rates

Zach Pandl, Portfolio manager and strategist

Review:

Government bond yields declined in early 2014, both in the U.S. and in other developed market economies.

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

Emerging Markets: Waiting on exports

Exports by emerging market economies are the most important factor in explaining long-term growth. EM exports have remained sluggish for the past three years due in part to the subpar nature of global growth.

Tagged with: Global Economy, Investing, Markets

Europe – The darkest hour is just before the dawn

The European Central Bank is embarking on quantitative easing at a time when tailwinds are already beginning to build behind the euro area economy. A more constructive economic outlook could have important implications for European markets.

Tagged with: Equities, Global Economy, Global Perspectives, Markets

Three’s a party in India

Investors are concluding that the prospects for EM equities are as dim as ever. Yet evaluating EM as a monolithic whole is outdated and dangerous.

Tagged with: Equities, Global Economy, Global Perspectives

Global asset allocation outlook (August 2014)

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

Asset allocation — Kinetic vs. potential energy

While most equity markets had positive first half performance, we still expect modest acceleration in growth ahead for the global economy. From both a valuation perspective and investor sentiment viewpoint, Chinese, Russian and Japanese equities look cheap.

Tagged with: Asset Allocation, Equities, Investing, Markets

A very, very, very, very Black Swan?

Investors should understand the risks in their portfolio, and be cognizant that black swan events can occur much more frequently than models suggest. Risk models are extremely helpful when thinking about portfolio construction, but shouldn’t be relied upon exclusively.

Tagged with: Economy, Global Economy, Global Perspectives

What to make of the rebound in emerging market equities

Despite continuing headlines of concern, EM markets have rebounded recently. In order to sustain that rally, we need to see progress on export volumes and political/economic reforms.
While not universally cheap, EM equity valuations are not unreasonable and we continue to find bottom-up opportunities.

Tagged with: Equities, Global Economy, Investing

Emerging market equities — Still a world of opportunity

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

Building better portfolios in a low return world

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
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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.