Skip to main content

Institutional Perspectives

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

March 2021
Are higher yields cause for alarm?

Rising U.S. Treasury yields have unsettled equity markets, but our Chief Investment Officer Colin Moore does not think that the recent activity alters the positive longer term outlook.

Don't worry about inflation just yet

The U.S. appears poised for a period of high growth, and along with rising GDP prospects, inflation hawks have begun sounding alarms. Anwiti Bahuguna, Head of Multi-Asset Strategy, writes that the potential for rising inflation is something to take seriously, but the inflation story is not so simple — partly because the Federal Reserve has been clear that its reaction will be different this time.

February 2021
January 2021
2020 Insights

* This hyperlink is provided for informational purposes only and is not an indication of endorsement of the content therein or affiliation with respect to the linked site. Be aware that the linked site will be subject to rules, regulation, and privacy and security provisions that are separate, and may differ, from Columbia Threadneedle Investments. Columbia Threadneedle Investments is not liable for any of the content at such site or any direct or indirect technical or system issues or consequences arising out of your access to or use of third party technologies or programs available through this site.