How adaptive risk allocation works
Josh Kutin explains how his approach to risk allocation is informed by a market state classification system.
Why we don’t chase dividend yield
Dividend yield is just a ratio and doesn’t tell you much about a company, says veteran investor Scott Davis -- and fixating on yield can get you into trouble.
5 steps to successful dividend investing
In this video, our experts share what they’ve learned over decades of dividend investing. Senior portfolio managers Scott Davis, Mike Barclay and Pete Santoro explain the importance of total return, high-quality companies, diversification, thorough research and teamwork.
Total Return Bond Fund
Learn how this fund may help navigate market volatility while pursuing more consistent total return and income.
The Case for a Flexible Approach to Investing
Investing across the capital spectrum provides interesting opportunities, says senior portfolio manager David King. A flexible strategy can pursue an outcome rather than just looking for stocks or looking for bonds.
Diversified Fixed Income Allocation ETF (...
Discover how a broader, more balanced approach to fixed-income investing may help to deliver income — in all markets. Learn about Columbia Diversified Fixed Income Allocation ETF, the first ETF of its kind.
Columbia Mortgage Opportunities Fund
Learn how a flexible investment approach that looks beyond traditional sectors may help navigate interest rate and credit volatility to capture broader opportunities.
The New Rate Regime Challenge for Financial...
Many financial advisors are facing the biggest challenge of their career: the new rate regime. In this more challenging investment environment, Ed Kerschner tells advisors, you’ll need more sophisticated solutions to help clients reach their goals.
Diversify to defend against portfolio...
A diversified portfolio doesn't always work when things are going great – like in the rising stock market for the first three quarters of 2018. But, Josh Kutin cautions, you never know what’s going to happen.
Columbia Overseas Value Fund
Uncovering overlooked opportunities abroad may help grow assets to achieve long-term financial goals.
Columbia Select Large Cap Value Fund
Learn how investing in overlooked companies with strong catalysts for positive change may help deliver consistent long-term growth.
Investing for Income: Fixed Income Edition
Bond investors have been spoiled, says Ed Kerschner. Although the new interest rate regime will be more challenging for fixed income investors, there's opportunity if you look beyond duration.
Investing for Income: Equity Edition
Historically, dividends have been a significant component of equity returns. But, warns Ed Kerschner, the highest-yielding stocks may not be the answer.
Twin Deficits: Trade and Budget
The trade deficit and budget deficit are linked, explains Ed Kerschner. We need overseas investors to buy our bonds. And the way they get the funds to buy our bonds is that we buy their goods.
Capital Markets Outlook
Is recession inevitable? Ed Kerschner explains the “fire” and “ice” scenarios.
Looking Ahead: Three Market Scenarios
Will the global business-friendly environment continue, or will markets feel the pain of fiscal fade and protectionist policies? Josh Kutin, Head of Asset Allocation, North America, outlines the key scenarios.
5 Things You Should Know about Convertible...
David King explains convertible securities and how to invest successfully in this asset class.
Professional Perspective: Encouraging...
Market volatility can lead to productive conversations with clients about long-term strategy.