Perspectives Blog

Scarce growth – Can the tortoises continue to outpace the hares?

Robert McConnaughey, Director of Global Research | May 19, 2014

…ern regarding global growth of late with 1Q U.S. gross domestic product (GDP) extremely anemic, a continued slowdown in Chinese growth and generally uninspiring revenue reports from 1Q earnings in the U.S. and even more so in Europe. However, we continue to see a slow, steady improvement in U.S. growth (evidenced more clearly by the employment data) and a continuation of enough growth in the rest of the developed world to maintain forward progres…

Weekly market summary (as of 1/10/14)

January 13, 2014

…Index companies with lower price-to-book ratios and lower forecasted growth values. The MSCI EAFE Index is a capitalization-weighted index that tracks the total return of common stocks in 21 developed-market countries within Europe, Australia and the Far East. The MSCI EM Index is a free float-adjusted market capitalization index that is designed to measure equity market performance in the global emerging markets….

Weekly market summary – 1/24/14

Columbia Management, Investment Team | January 27, 2014

…Index companies with lower price-to-book ratios and lower forecasted growth values. The MSCI EAFE Index is a capitalization-weighted index that tracks the total return of common stocks in 21 developed-market countries within Europe, Australia and the Far East. The MSCI EM Index is a free float-adjusted market capitalization index that is designed to measure equity market performance in the global emerging markets.  …

Weekly market summary (1/31/14)

Columbia Management, Investment Team | February 3, 2014

…Index companies with lower price-to-book ratios and lower forecasted growth values. The MSCI EAFE Index is a capitalization-weighted index that tracks the total return of common stocks in 21 developed-market countries within Europe, Australia and the Far East. The MSCI EM Index is a free float-adjusted market capitalization index that is designed to measure equity market performance in the global emerging markets.  …

The importance of taking a long-term perspective

Jeffrey Knight, CFA, Global Head of Investment Solutions and Asset Allocation | February 3, 2014

…0 Index tracks the performance of 500 widely held, large-capitalization U.S. stocks. The MSCI EAFE Index is a capitalization-weighted index that tracks the total return of common stocks in 21 developed-market countries within Europe, Australia and the Far East. The MSCI EM Index is a free float-adjusted market capitalization index that is designed to measure equity market performance in the global emerging markets. The Russell 2000 Index measures…