• ADVISORS: Have you talked to your clients about the difference between Strategic Beta ETFs and passive ETFs? Link https://t.co/a3na3CCoz4
    ColumbiaThreadneedle Tue 25 Feb 2020 18:03

    Investors have flocked to passive “benchmark” investing in order to match benchmark returns through low-cost products. But these benchmarks were designed to be a reference point that serves as a basis for comparison, not with a specific investor goal in mind. For investors who want to both meet a specific investment goal and manage costs, a strategic beta fund may be worth considering.

  • For 30 years, Paul Wick has witnessed revolutionary changes in the tech industry. He shares the lessons learned and what’s next for the sector. Link
    ColumbiaThreadneedle Tue 25 Feb 2020 14:03

    For three decades, Paul Wick had a front row seat in the evolution of the tech industry. He shares what he’s learned and what the future might hold in the sector.

  • #chartonthego: Yields are frustratingly low, but the highest yielding bonds may not be worth the risk. Link https://t.co/pcun6LwPhE
    ColumbiaThreadneedle Mon 24 Feb 2020 21:22
    More than 70% of the high-yield universe currently yields less than the high-yield index (yield to worst: 5.6%). However, a growing share of the market yields upward of 7%, reflecting the increased possibility of defaults within select sectors such as energy, telecommunications, retai, and healthcare. With yields frustratingly low, it can be tempting to stretch for more income by focusing on the highest yielding bonds. But this is a risky move. Many of these high-yielding bonds don’t offer enough incremental income over investment-grade bonds to justify the additional risk and volatility.
  • The 2019 SECURE Act gives families more options to use 529 plan savings. Get the facts in this client-friendly breakdown. Link
    ColumbiaThreadneedle Mon 24 Feb 2020 13:02

    At the end of 2019, Congress passed the Setting Every Community Up for Retirement Enhancement (SECURE) Act as part of the Further Consolidated Appropriations Act. The SECURE Act has many retirement-related implications, but it also includes expanded benefits for 529 plans.

     

  • What does senior portfolio manager Scott Davis love about his job? https://t.co/py99KgbpVm
    ColumbiaThreadneedle Fri 21 Feb 2020 21:00
  • Businesses’ intangible resources represent a growing part of analysts’ work in assigning a company’s market value. Download the white paper: Link https://t.co/bzoQ7O1XCP
    ColumbiaThreadneedle Fri 21 Feb 2020 15:04

    In the past, businesses’ assets were tangible — they included things like a factory or machinery. But the portion of the world's economy that doesn't fit this definition is getting larger. For a growing number of companies, assets may include intangible resources, such as proprietary software, networks, brand recognition and algorithms.

    How do equity and debt researchers think about intangible assets? Do certain metrics begin to take on greater importance, while others take on less? How does one assign value to a company (and decide whether a stock price makes sense) when assets are composed of property that lack a physical presence?

    We conducted an industry-wide survey of investment professionals to capture their views on the role of intangibles in investing, examining their attitudes on existing methodologies for measuring intangibles and evaluating opportunities.

    They agree that the analysis of intangibles can provide a competitive advantage to...

  • How does senior portfolio manager Pete Santoro describe his job? “Every day is different.” https://t.co/lqKqxKiYHP
    ColumbiaThreadneedle Thu 20 Feb 2020 18:54
  • More than 40% of retirees had to leave the working world sooner than they had planned. But they can prepare for the unexpected. Link https://t.co/65Mez4cBgh
    ColumbiaThreadneedle Wed 19 Feb 2020 14:02

    Thanks to advances in healthcare and the increasing trend of living a healthier lifestyle, many of us are living longer lives. According to the Society of Actuaries, a 65-year-old American male of average health has a 55% probability of living to age 85. A 65-year-old woman has a 65% likelihood of reaching age 85.

    Living longer is good news. But for many of us, it means our retirement savings may need to last for 20 or 30 years — or more. Some people may be planning to work into their 70s to make ends meet. Some may never retire. But more than 40% of retirees had to leave the working world sooner than they had planned, according to the Employee Benefit Research Institute’s (EBRI) 29th Annual Retirement Confidence Survey. Reasons included corporate downsizing, health problems or disabilities, or having to care for a spouse or other family member.

     

  • ADVISORS: Have you talked to your clients about the end of the credit cycle — and how to approach it? Link https://t.co/PVTxZnPbQb
    ColumbiaThreadneedle Tue 18 Feb 2020 18:02

    The concept of the credit cycle is ambiguous. Not everyone talks about it in the same way, and not all parts of the economy are at the same stage of the cycle at the same time. At a basic level, the credit cycle centers on the vulnerability of borrowers and the compensation that lenders receive for extending credit to those borrowers.

  • For most people, being a bond manager isn’t a dream job. But for Colin Lundgren, it’s always been the perfect fit. https://t.co/Yf67jQ7K94
    ColumbiaThreadneedle Tue 18 Feb 2020 17:01
  • Columbia Management Investment Distributors, Inc., member FINRA. For more important information: Link
    ColumbiaThreadneedle Fri 14 Feb 2020 21:58
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  • Barron’s Fund Family Rankings are calculated without the impact of expenses such as 12b-1 fees, front-end loads or sales charges, which would reduce returns. Source: Barron’s, 02/14/20.
    ColumbiaThreadneedle Fri 14 Feb 2020 21:58
  • Barron’s Fund Family rankings are based on total return for the 2019 calendar year ending 12/31/19. Columbia Threadneedle Investments ranked 4th among 55 qualifying funds. Past performance is not a guarantee of future results.
    ColumbiaThreadneedle Fri 14 Feb 2020 21:58
  • Behind our investment approach is a blueprint to your clients’ goals. Need proof? https://t.co/CQXfIV3NGQ
    ColumbiaThreadneedle Fri 14 Feb 2020 21:58
  • What keeps muni managers up at night? Catherine Stienstra, head of Municipal Bond Investments, joined the @business panel with @amanda_albright to discuss the muni market outlook for 2020, views on sectors like high-yield, the 2020 U.S. election and more. Link https://t.co/qyYHKOidsM
    ColumbiaThreadneedle Fri 14 Feb 2020 16:13

    After a record-breaking 2019, what does this year have in store for the $3.8 trillion municipal-bond market?

    Join Bloomberg News reporter Amanda Albright, columnist Joe Mysak and a panel of investors at our New York headquarters to discuss the year ahead, followed by a networking cocktail reception.

  • As safe yields come down, investors feel more pressure to go into lower-quality credit or riskier asset classes in order to generate income. But it’s the risk-adjusted return that matters. https://t.co/1lvSLvowqw
    ColumbiaThreadneedle Fri 14 Feb 2020 15:03
  • As safe yields come down, investors feel more pressure to go into lower-quality credit or riskier asset classes in order to generate income. But it’s the risk-adjusted return that matters. https://t.co/ak8AqCCRV8
    ColumbiaThreadneedle Fri 14 Feb 2020 14:58
  • Do a company’s intangible assets reveal important information for investors? The majority of investment professionals say yes. Link https://t.co/x5ytLEZrxX
    ColumbiaThreadneedle Thu 13 Feb 2020 14:02

    In the past, businesses’ assets were tangible — they included things like a factory or machinery. But the portion of the world's economy that doesn't fit this definition is getting larger. For a growing number of companies, assets may include intangible resources, such as proprietary software, networks, brand recognition and algorithms.

    How do equity and debt researchers think about intangible assets? Do certain metrics begin to take on greater importance, while others take on less? How does one assign value to a company (and decide whether a stock price makes sense) when assets are composed of property that lack a physical presence?

    We conducted an industry-wide survey of investment professionals to capture their views on the role of intangibles in investing, examining their attitudes on existing methodologies for measuring intangibles and evaluating opportunities.

    They agree that the analysis of intangibles can provide a competitive advantage to...

  • Advisors: Help your clients plan for retirement with our latest series. Link https://t.co/8Bd2AnqJGw
    ColumbiaThreadneedle Wed 12 Feb 2020 13:00

    Every year, the Employee Benefit Research Institute (EBRI) and independent research firm Greenwald & Associates survey workers and retirees about their preparations for retirement. And the eye-opening results of this long-running survey tell us that many workers may not be as prepared as they think.*

  • ADVISORS: Have you talked to your clients about generating yield in a low-rate environment? Link https://t.co/rrtCbDE8Mf
    ColumbiaThreadneedle Tue 11 Feb 2020 18:05

    Short- and long-term interest rates around the world are historically low. Today’s rate environment is partly explained by central bank policies, a long period of secular disinflation and, more recently, slower global growth in major economic regions. A low-rate environment presents challenges for investors, especially those who are trying to generate a reasonable level of consistent income.

  • After investing in technology for over 30 years, Paul Wick describes the biggest trends — and what he has an eye on for the future. Link
    ColumbiaThreadneedle Tue 11 Feb 2020 14:04

    For three decades, Paul Wick had a front row seat in the evolution of the tech industry. He shares what he’s learned and what the future might hold in the sector.

  • The SECURE Act has expanded the use cases of 529 plans. Learn how families could benefit from the recent updates. Link
    ColumbiaThreadneedle Mon 10 Feb 2020 15:14

    At the end of 2019, Congress passed the Setting Every Community Up for Retirement Enhancement (SECURE) Act as part of the Further Consolidated Appropriations Act. The SECURE Act has many retirement-related implications, but it also includes expanded benefits for 529 plans.

     

  • ADVISORS: Have you talked to your clients about why company fundamentals matter for dividend investors? Link https://t.co/lzx9BZX7Vv
    ColumbiaThreadneedle Thu 06 Feb 2020 23:30

    Investors searching for income may be irresistibly drawn to the prospect of the highest yielding stocks. But high-yielding stocks often fail to provide consistent income over time. A long-term equity income strategy focused on sustainable dividends can provide a lower risk way to stay invested through the market’s ups and downs. And as their advisor, you can lead clients down the right path so they can avoid the common impulse to chase yield.

  • This month’s update from our Global Asset Allocation Team: Link https://t.co/eMpbEtCePq
    ColumbiaThreadneedle Thu 06 Feb 2020 20:00
    We continue to see strong equity momentum. Our indicators also continue to show a decreased chance of a recession and a general bottoming out of economic data. Treasuries no longer appear to have a clear trend in either direction. We remain in a world of rangebound yields relative to current levels. Overall, neutral policy-level allocations to duration are appropriate.

    Non-directional strategies — such as absolute return — present compelling opportunities. We also believe commodities will do relatively well based on idiosyncratic risks that are asymmetrically tilted to the upside.

  • Investors love dividend-paying stocks, but dividends aren’t guaranteed. Pay attention to these three signs of a potential dividend cut: https://t.co/ZenufHZDOZ
    ColumbiaThreadneedle Thu 06 Feb 2020 17:50
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