Trade Optimism Fades on Fresh Tariff Risk
Uncertainty surrounding the prospect of a U.S.-China trade deal and a fresh threat of tariffs on Europe kept investors on their toes. The Trump administration proposed placing tariffs on an additional $4 billion of E.U. imports.
European Stocks: Time for Buybacks?
International and Global Growth Portfolio Manager Michael Testorf explains why share buybacks offer European companies the opportunity to improve return on equity, a move that could be beneficial to stock prices.
Tools for Forecasting the Next Recession
The methodology and metrics that inform our recession outlook. Read our latest recession forecast outlook
Implications of the Trade War with China
Scott Minerd, Chairman of Investments and Global CIO, explains on Bloomberg TV why tariffs have historically been bad for markets. Implications of the Trade War with China
Columbia Overseas Value Fund
Uncovering overlooked opportunities abroad may help grow assets to achieve long-term financial goals.
1Q 2019 Large Cap Value Strategy Update
Portfolio Manager Dmitry Khaykin discusses the drivers of recent market volatility and the Fed's about-face in the first quarter and highlights the positive performance of media and consumer staples names in the portfolio, as well as challenges in health care services.
Debating the Next Fed Move
Scott Minerd, Chairman of Guggenheim Investments and Global CIO, discusses his economic outlook and the possibility of a financial accident in 2019.
Semiconductors and trade: Where micro meets macro
U.S.-China trade tensions will have a significant, long-term impact on the semiconductor industry, says investment analyst Isaac Sudit.
Keys to target date success
American Funds Target Date Retirement Series® has posted strong results over its relatively brief history. Ralph Haberli, head of institutional retirement at Capital Group, details the likely reasons behind the series’ success. Learn more about American Funds Target Date Retirement Series.
No end in sight for the semiconductor revolution
Semicondustors are the engines driving many of today's life-changing technologies. Investment analyst Isaac Sudit offers his outlook for this essential industry.
Advances in global biotech offer exciting opportunities
Innovative biotechnology companies — based both in and outside the United States — represent an exciting opportunity set, says portfolio manager Rob Lovelace.
Economist Perspective: Government Shutdown a Prelude to Debt-Ceiling Debate?
Why does the debt ceiling matter? Blu Putnam, CME Group Chief Economist says the economic impact from the partial government shutdown is expected to be minimal, but the markets will take notice if the debt ceiling becomes an issue.