Institutional Asset Management | Columbia Threadneedle Investments

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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

November 2019

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Institutional Perspectives

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

Asset Allocation Challenge: U.S. High Yield Bonds or Leveraged Loans?

High yield bonds and leveraged loans are often compared due to their diversifying and income enhancing characteristics. But Chris Jorel, Client Portfolio Manager, High Yield Bonds, points out the current dynamics of the two markets, and discusses how the outlook on rates may affect relative opportunity.

Grasping the Intangible: How Intangible Assets Reveal Latent Value

Patents, copyrights, software, secret recipes—understanding the value of intangible assets has become an increasingly vital component in valuing a company. Columbia Threadneedle Investments, in conjunction with Institutional Investor's Custom Research Lab, surveyed a wide group of investment professionals to capture their views on the role of intangibles in investing.

Three Observations on Value

Value has become more locked in to economic factors over the last few years, observes Jason Wang, Global Head of Quantitative Research. Any continued resurgence of value strategies will be tied to increased economic certainty and improved global dynamics.

Recession Indicators Come in Many Flavors

The yield curve is a somewhat simplified measure of inflation according to Anwiti Bahuguna, Head of Multi Asset Strategy. Luckily, there are a variety of other inputs to consider as we assess recession risk.

Additional reading: Interest Rate Outlook
It is easy to see us getting to a zero fed funds rate, and there is a high likelihood of that happening the next five years, says Ed Al-Hussainy, Senior Interest Rate and Currency Analyst, as he and Kris Moreton, Fixed Income Client Portfolio Manager, discuss the outlook.

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

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

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

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.

Columbia Threadneedle Investments is the global brand name of the Columbia and Threadneedle group of companies.

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The views expressed are as of the date given, may change as market or other conditions change and may differ from views expressed by other Columbia Management Investment Advisers, LLC (CMIA) associates or affiliates. Actual investments or investment decisions made by CMIA and its affiliates, whether for its own account or on behalf of clients, may not necessarily reflect the views expressed. This information is not intended to provide investment advice and does not take into consideration individual investor circumstances. Investment decisions should always be made based on an investor's specific financial needs, objectives, goals, time horizon and risk tolerance. Asset classes described may not be suitable for all investors. Since economic and market conditions change frequently, there can be no assurance that the trends described here will continue or that any forecasts are accurate. Information provided by third parties is deemed to be reliable but may be derived using methodologies or techniques that are proprietary or specific to the third-party source.