Insights
Latest Insights
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Fixed income beyond the Agg
- Our Blog
- White Paper
Katy Nuss, CFA, Vice President, Fixed Income Client Portfolio Management
Investors should consider including diversified credit to pursue higher yields and help reduce overall portfolio volatility.
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Tracking the Agg? Why the bond index may not work for investors.
- Our Blog
- White Paper
Edward Kerschner, Chief Portfolio Strategist
The Agg is more than an index. It’s the basis for financial products that represent large fixed-income allocations for many investors. What’s wrong with that?
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White paper: Taking 529 plan distributions with confidence
- Our Blog
- White Paper
Columbia Threadneedle Investments
Before an investor starts taking distributions from a 529 plan, it’s important to understand the mechanics and potential tax pitfalls. Our five tips can help.
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White paper: When can risk mean opportunity?
- Our Blog
- White Paper
Gene Tannuzzo, CFA, Global Head of Fixed Income
There’s more to bond investing than interest rates. And understanding the four key risk factors can help investors navigate the fixed-income market.
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Reducing interest-rate risk in a muni bond portfolio
- Our Blog
- White Paper
Catherine Stienstra, Head of Municipal Bond Investments
Traditional muni indices are concentrated in higher quality bonds and may have more interest-rate risk.

Investor Newsletter
In This Issue:
- When will daily life return to normal?
- 2021 equity and fixed-income outlooks
- 5 trends to watch in travel and leisure
- 7 Columbia funds earn Lipper Fund Awards