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Strategy Summary

Columbia Threadneedle Investments is a leading global institutional asset manager, providing investment expertise to our clients on a range of equity, fixed income, multi-asset and alternative investments. The firm offers global and regional mandates that can be customized to meet the evolving needs of our clients.

Equity

A wide array of equity offerings across market capitalization, style and geography

Fixed Income

Multi-sector and single-sector strategies across the credit and duration spectrum

Multi-Asset & Alternatives

Asset allocation and customized solutions built on traditional and alternative strategies

January 2020

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Institutional Perspectives

Critical thinking on the markets, the economy and investing from the investment teams at Columbia Threadneedle Investments.

All Fall Down

Everyone loves momentum on the way up, but on the way down, not as much. For market cap weighted indices, there is a clear pattern observed in the performance of the largest constituents: after hitting a peak weight, crowded trades can weaken quickly, writes Preston Schwartz, Quantitative Analyst, and Jason Wang, Global Head of Quantitative Research. For active managers, these can be critical periods to deliver outperformance.

Which Market Had the Best Performance in the Last Decade: China, Japan, Europe or Emerging Markets?

While the U.S. was dominating global equity markets, Japan quietly outperformed China, emerging markets and Europe over the last ten years. The past decade's results were shaped by domestic corporate reforms and cultural changes, as well as the growing demand for technology, explains Daisuke Nomoto, Head of Japanese Equities. These are positive trends, we believe, that will drive the Japanese market for years to come.

What Inversion? Fourth Quarter 2019 Fixed Income Update

The Federal Reserve put in place its third and final rate cut for 2019 during the quarter, moves that reversed three out of the four rate cuts in 2018. This seemed to restore calm in the markets, as the 10-year Treasury yield, in decline for much of the year, was range-bound for the remainder of the year. Our U.S. Fixed Income Team reviews fourth quarter market drivers, as well as their near-term outlook for bonds.

A Notch Lower: 5-Year Capital Market Assumptions

Forecasted returns have declined since the last analysis by the Global Asset Allocation Team. Even before trade policy risks intensified, financial markets were signaling caution — culminating in certain parts of the yield curve inverting. Implied returns are lower for equities and bonds because nominal growth expectations are lower, and valuations for both equities and bonds are stretched. Review our semiannual update of capital market return forecasts used in strategic portfolio allocations.

Columbia Threadneedle Investments

Columbia Threadneedle Investments is a leading global asset manager. We know investors want strong and repeatable risk-adjusted returns and we aim to deliver this through an active and consistent investment approach that is team-based, risk-aware and performance-driven.

Better insights

Better insights

Our talented investment teams around the world work together to uncover investment insights. By sharing knowledge across asset classes and geographies we are able to generate richer perspectives on global, regional and local investment landscapes.

Better decisions

Better decisions

The ability to exchange and debate investment ideas in a collaborative environment enriches our teams' investment processes to ensure our best insights are applied to portfolios. More importantly, it results in better-informed decisions for our clients.

Better outcomes

Better outcomes

Our broad range of investment strategies and solutions are designed to meet the evolving needs of our clients, whether they are individuals, advisers or institutions. We are committed to first class service and investment excellence. We have a dedicated team of more than 2,000 colleagues across the globe, all with a common goal.

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