Search results for: recession

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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

Investment themes for a “Groundhog Day” world

Pursue a realistic income goal with more than bonds. Common stocks and a variety of other corporate securities may yield as much as bonds with greater return potential over time.

Obsolescence and disruption – The new capacity utilization

We believe that company- and industry-specific forces will remain important factors in stock selection. We will continue to look for companies that are making smart investments in the future.

Tagged with: Equities, Investing

Millennials, are you ready to take the next steps?

As a group, Millennials are intensely conservative when it comes to investments. Avoiding equities and saving cash in lower yielding, lower risk accounts is jeopardizing Millennials’ long-term financial security.

Tagged with: Investing

Finding bond opportunities throughout the business cycle

Global bond markets respond in different ways throughout the business cycle. A flexible strategy can adapt its risk complexion to capture opportunities and mitigate downside.

Tagged with: Fixed Income, Investing

Three reasons why REITs can continue to rally

REITs have produced attractive returns YTD being up 13.60% through April (up 16% as of May 12). Fundamentals remain solid, demand for commercial real estate remains strong and companies continue to increase dividends.

Tagged with: Equities, Investing

Gaps, not growth

Monetary policy is primarily about “gaps” not growth: the Fed is trying to reduce spare capacity in the economy, not bring about a rapid expansion per se. Despite concerns over cyclical weakness in labor force participation, the unemployment rate is sending similar signals as most other output gap proxies.

Tagged with: Economy, U.S. Economy

Asset allocation: Q4 equity strategy

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

Dovish feathers showing through

Dovish comments by Fed officials lead us to believe that normalization in interest rates could take a more circuitous route. While the steady economic recovery makes higher yields inevitable, the path we take to get there is dependent on the Yellen Fed’s policy approach.

Tagged with: Economy, 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.