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Institutional Perspectives

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

April 2022
Oil Perspectives: Ukraine invasion is driving energy prices higher

Oil prices are likely to trend higher as the crisis in Ukraine is further straining the supply/demand balance in energy markets. Columbia Threadneedle's Energy Analyst Team presents its updated views on supply, demand, inventory and the impact of higher geopolitical risk premium on price expectations.

March 2022
Lionstone real estate outlook 2022

Andrew Lusk and Hans Nordby share Lionstone Investments' house view on the investment climate for real estate and the secular and cyclical trends that inform their investment positioning.

Why correlations matter in 2022

Understanding which asset classes may provide a hedge when risky assets are moving higher or lower is a key portfolio construction challenge. Portfolio Manager Josh Kutin explains how relationships between asset classes can change dramatically over time and across investment environments, and the potential implication for portfolio asset allocation.

February 2022
Update: Oil perspectives

Crude oil prices surged in the new year and are trading near seven-year highs. Columbia Threadneedle's energy analyst team has updated its market outlook and examined the supply and demand disparities as well as the geopolitical tensions that are driving up oil prices.

Emerging markets outlook for 2022

It's been a dynamic year for emerging markets. As we enter 2022, Columbia Threadneedle's Dara White offers his perspective on recent developments in China and the tailwinds that he believes will drive selective investment opportunities in emerging markets.

Capital market assumptions and portfolio rebalancing

Having an approach to help forecast market returns is useful for investors, especially as they seek to rebalance portfolios following a year of significant runups in equity markets. Portfolio Manager Alex Rivas outlines a building block approach to forecasting market returns.

2021 high-yield market year in review

High yield was among the best returning fixed-income sectors in 2021. We review performance flows and drivers of the market.

Defined contribution: It's time to give the core lineup some respect!

Our Director for Consultant Relations, Jason Shapiro, discusses the challenges, opportunities and evolving place of the core fund lineup in retirement plans.

Finding opportunity with taxable bond rising stars

In the bond market, “rising stars” have persistently outperformed the greater high-yield market while on the path to ratings upgrades. Our fixed-income team discusses how the current environment could impact rising stars and why identifying rising stars before the credit upgrade occurs could benefit investors.

January 2022
Five-year capital market assumptions (update)

Our biannual five-year capital market assumptions seek to provide a long-term perspective to help set strategic asset allocations for diverse investment goals and to provide context for responding thoughtfully to daily swings in market prices.

Global perspectives 2022

Columbia Threadneedle's investment leaders provide their perspectives on what could be in store in 2022 for fixed-income and equity markets, and the broader economy.

2021 Insights
China seeks self-sufficiency amid slowing growth

Beijing's new strategy of self-dependent growth seeks to stabilize highly leveraged sectors, such as property, amid the prospects of a slowing economy. While 2021's policy surprises caught investors unaware, looking ahead, we believe there are opportunities to invest in China's large and broad equity universe in line with emerging policy priorities.

Kishida: Japan's 100th prime minister

Columbia Threadneedle's Daisuke Nomoto, Global Head of Japanese Equities, discusses the potential economic and financial market impact of Fumio Kishida's election as Japan's 100th prime minister.

High-yield forecast: Default projections continue to fall

Our High-Yield Credit Research Team's forecast indicates that default projections have continued to fall — notably below the long-term default rate average — driven by improvements in expectations for the energy, transportation/airline and leisure sectors.

Climate change and investing: Why effective carbon pricing can be a pivotal tool in accelerating the transition to net zero carbon emissions

With world leaders gathered to discuss climate change at COP26, Columbia Threadneedle's Responsible Investment analyst team takes a closer look at the current approaches to carbon pricing and what they could mean for companies, sectors and the broader economy.

Break down the breakdown of the global supply chain

Problems with supply and transportation stubbornly persist, even as the broader economic and pandemic recovery evolves. Paul DiGiacamo, Dave Egan and Mari Shor dig into what's going on, and what type of resolution can be expected for the supply chain in the near to mid term.

The Great Realignment: What does China's “common prosperity” mean for investors?

Industry regulations imposed in China over the past year blindsided many investors and introduced more uncertainty into financial markets. Columbia Threadneedle's Dara White and Derek Lin discuss what's behind these changes and why this can be viewed as an opportunity for investors.

The race to net zero: The role of carbon pricing in global decarbonization

With climate change on the top of everyone's mind, Columbia Threadneedle's Responsible Investment analyst team looks at what it would take to get to net zero, why it's important to mitigate the impact of climate change and what impact this process could have on the economy and financial markets.

Down the crypto rabbit hole

Crypto networks are moving beyond alternative currency and creating tangible value, says Senior Equity Analyst David Egan. But how might analysts assign a valuation to these new companies? Egan looks at how existing analytical tools can offer insight into valuation, revenue and risks for digital platforms.

Oil prices are back up, but where are they headed?

The energy sector took a substantial hit during the pandemic, as the effective shutdown of the world's economy pushed oil demand and production to unprecedented lows. While the industry has recovered since then, supply and demand dynamics could significantly impact the outlook for prices.

An electrifying opportunity: Investing in the global energy transition

Electrification of the economy is key to decarbonization and a pillar of the global shift toward a green power paradigm. Mary Titler, Senior Fixed Income Analyst, examines the central role of the U.S. electric utility sector in decarbonizing the economy in an effort to achieve net-zero emissions goals, the drivers that are supporting this trend and potential investment implications.

A deep dive into the global chip shortage: A roundtable discussion

As the global microchip shortage has become headline news in recent months, Columbia Threadneedle analysts and investment leaders came together to discuss the story behind the shortage, how it happened and what we can expect next.

High-yield forecast: Default projections are down

Our High-Yield Credit Research Team's forecast indicates that default projections have fallen dramatically, driven by economic reopening, fiscal stimulus and significant market liquidity. However, energy, real estate, leisure and transportation sectors continue to present the areas most vulnerable to downside risk.

Does the value rotation have staying power?

The prospects of improving economic growth and rising rates have driven a much-observed cyclical rotation as investors bet that assets that benefit from a strengthening economy and a pickup in inflation will outperform growth stocks. Jason Wang, Global Head of Quantitative Research, explains why he believes this trend is likely to continue.

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