A different take on growth vs. value
With the global economy in late cycle, should stock investors expect to see growth’s longstanding dominance give way to value? Portfolio manager Brad Vogt concedes it’s possible but proposes a more nuanced approach to the market.
50-50 Chance of Fed Rate Cut
Milton Ezrati, chief economist at Vested, weighs in on the central bank monetary policy outlook and the risks on the horizon for the global economy.
Could this be the next big tech innovation?
Portfolio manager and resident big thinker Alan Wilson shares some of the areas of innovation with investment potential that he sees on the horizon.
Global Innovations in Finance and Biotech
Jody Jonsson, equity portfolio manager at Capital Group highlights the themes, sectors and companies that have piqued her interest in today’s changing global marketplace.
Financial services, biotech highlight global opportunities
Portfolio manager Jody Jonsson discusses themes, sectors and companies that have piqued her interest in today’s changing global marketplace.
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.