Investment Strategy

Emerging Markets Top Our 5-Year Capital Market Assumptions

March 27, 2017 | Author: Edward Kerschner | Categories: Chart of the Week, Investment Strategy, Emerging Markets

Emerging Markets Top Our 5-Year Capital Market Assumptions
Following the election of President Trump, the Columbia Threadneedle Global Asset Allocation team, led by Jeffrey Knight, updated their 5-year capital market assumptions to reflect the new administration’s intent to bring a comprehensive shift to the conduct of economic policy. With a 10.1% assumed rate of return, Emerging Markets equities top their 5-year capital market assumptions....
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Emerging Market Valuations

August 31, 2015 | Author: EGA Investment Strategy | Categories: Chart of the Week, Investment Strategy

Emerging Market Valuations
When is it time to buy emerging markets? Investors spooked by China, commodities and currencies will eventually look for a policy response from government treasuries and central banks to boost economic growth. In addition, emerging markets (EM) would benefit from a delay in policy tightening in the U.S. and Fed Funds futures have indicated a lower probability of a rate hike in September since the devaluation of the Chinese yuan earlier in August....
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Optimizing International Equity Allocations

July 27, 2015 | Author: EGA Investment Strategy | Categories: Chart of the Week, Investment Strategy, Emerging Markets, Frontier Markets

Optimizing International Equity Allocations
As we have previously discussed (Emerging and Frontier Markets Have Improved Diversification, July 14, 2015), EAFE is not a good diversifier of U.S. equity portfolios. While EAFE equities have risen on expectations of a successful QE program and U.S. equities have appreciated on expectations of further earnings growth, EM equities have not participated in a sustained post financial crisis global equity rally. On the other hand, despite its high volatility profile, EM offers diversification to U.S. investors....
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The Emerging Markets Update: 2Q15 Review and 3Q15 Preview

July 13, 2015 | Author: EGA Investment Strategy | Categories: Investment Strategy, Emerging Markets, Frontier Markets

The Emerging Markets Update: 2Q15 Review and 3Q15 Preview
In a rollercoaster quarter, the MSCI Emerging Markets (EM) Index held on to slender gains outperforming both the S&P 500 (+0.3%) and the MSCI Frontier Markets (FM) Index (+0.1%). Inflows returned to EM equity ETFs as the U.S. Federal Reserve pushed back the timing of its first interest rate hike. In the Emerging Markets Update, the EGA Investment strategy team discusses the events in the second quarter and previews their thoughts on what's in store for 3Q15....
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Risky Business? Rethinking International Equity Allocations

July 13, 2015 | Author: EGA Investment Strategy | Categories: Investment Strategy, Emerging Markets, Frontier Markets

Risky Business? Rethinking International Equity Allocations
When approaching asset allocation, equity investors often follow a top-down, macro-economic approach to consider the merits of each country or region in their portfolio before considering the characteristics of individual securities. We have noticed that many investors focus on riskiness or volatility of an asset class at the expense of the overall risk-adjusted returns or how different investments work together in a portfolio. The inclusion of EM and FM equities has reduced inter-asset correlation considerably and improved diversification....
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Emerging market investments involve risk of capital loss from unfavorable fluctuation in currency values, from differences in generally accepted accounting principles, from economic or political instability in other nations or increased volatility and lower trading volume. Please call 888.800.4347 or click here to access a prospectus online. Investing involves risk, including possible loss of principal.

Index returns are for illustrative purposes only and do not represent actual fund performance. Index performance returns do not reflect any management fees, transaction costs or expenses, which could reduce returns. Indexes are unmanaged and one cannot invest directly in an index. Performance data quoted represents past performance. Past performance does not guarantee future results. Current performance data may be higher or lower than actual data quoted. For the most current index performance data please call 888 800 4347.

The content of this presentation is presented for general information purposes only. Nothing contained herein should be considered a recommendation or advice to purchase or sell any security. While the information and statistical data contained herein are based on sources believed to be reliable, we do not represent that it is accurate and it should not be relied on as such or be the basis for an investment decision. The statements and opinions expressed are those of Columbia Management Investment Advisers, LLC and are as of the date of this presentation. All information is historical and not indicative of future results, and subject to change. This presentation may include estimates, projections and other "forward-looking statements". Due to numerous factors, actual events may differ substantially from those presented. Columbia Management Investment Advisers, LLC assumes no duty to update any such statements. Past performance does not guarantee future results.

ETF shares are bought and sold at market price (not NAV) and are not individually redeemable. Investors buy and sell shares on a secondary market. Shares may trade at a premium or discount to the NAV. Only market makers or "authorized participants" may trade directly with the Fund(s), typically in blocks of 50,000 shares.