Podcasts about columbia threadneedle investments

Our conversation outlines the current landscape for fixed income investors and where to locate opportunity within the asset class. We also discuss the road ahead for monetary policy, the economy and the broader markets, against the backdrop of US trade policy uncertainty. Featured are Leslie Falconio, Head of Taxable Fixed Income Strategy Americas, UBS Chief Investment Office, and Ed Al-Hussainy, Global Interest Rate Strategist, Columbia Threadneedle Investments. Host: Daniel Cassidy

The Federal Reserve is often a key player in the markets. Now with investors uncertain about the economic outlook and the general policy volatility of the Trump administration, people are closely watching whether the Fed and Chair Jerome Powell might ride to the economic rescue in the near future. In a special interview-only episode, WSJ's Take On the Week co-host Telis Demos talks with Ed Al-Hussainy, global interest rate strategist at asset manager Columbia Threadneedle Investments, about what we can expect from the upcoming Federal Reserve meeting, how policies in Washington are intersecting with the central bank's mission, and what investors should do in midst of uncertainty. This is WSJ's Take On the Week where co-hosts Gunjan Banerji, lead writer for Live Markets, and Telis Demos, Heard on the Street's banking and money columnist, cut through the noise and dive into markets, the economy and finance—the big trades, key players and business news ahead. Have an idea for a future guest or episode? How can we better help you take on the week? We'd love to hear from you. Email the show at takeontheweek@wsj.com.  To watch the video version of this episode, visit our WSJ Podcasts YouTube channel or the video page of WSJ.com. Further Reading To read more from co-host Telis Demos, catch up on Consumers Keep Bailing Out the Economy. Now They Might Be Maxed Out.  Wall Street Fears Trump Will Wreck the Soft Landing  For more coverage of the markets and your investments, head to WSJ.com, WSJ's Heard on The Street Column, and WSJ's Live Markets blog.  Sign up for the WSJ's free Markets A.M. newsletter.  

A wide-ranging fixed income discussion on yields, along with where pockets of vulnerability and opportunity exist within fixed income as we enter 2025. Leslie and Gene also spend time sharing their overall outlooks, along with views when it comes to monetary policy, and positioning across the asset class. Featured is Gene Tannuzzo, Global Head of Fixed Income at Columbia Threadneedle Investments, and Leslie Falconio, Head of Taxable Fixed Income Strategy Americas with the UBS Chief Investment Office. Host: Daniel Cassidy

Il 31 gennaio 2025 scade il termine per effettuare il pagamento dell’importo annuale della polizza obbligatoria dell’assicurazione contro gli infortuni domestici (cd. "assicurazione casalinghe"), pari a 24 euro. Ne approfittiamo per fare il punto sul funzionamento di questo strumento, che viene ritenuto obbligatorio per una serie di categorie di persone piuttosto variegata. Dedichiamo uno spazio anche al Fondo previdenziale Casalinghe e Casalinghi, istituito presso l'Inps. Ci colleghiamo per parlare di questi temi con Federica Rossi Gasparrini, Presidente nazionale Federcasalinghe e del Comitato amministratore del fondo autonomo speciale per l’assicurazione contro gli infortuni domestici.In apertura di puntata tornano gli aggiornamenti di MeteoBorsa. Ci chiediamo che settimana sarà per i mercati finanziari con l'aiuto di Tommaso Tassi, Country Head Italia di Columbia Threadneedle Investments.

Claves de la inversión en Bolsa estadounidense en 2025 con Pilar García-Germán, Directora de ventas de Fidelity para España, y con Carlos Moreno, Director de ventas Iberia de Columbia Threadneedle Investments

On the next episode of The MisFitNation Show, host Rich LaMonica welcomes Rob Natale, the visionary founder of North Square Capital, a privately held real estate investment firm based in Boston, Massachusetts. Rob brings a wealth of experience from his years at Columbia Threadneedle Investments, where he worked closely with financial advisors managing assets from $20 million to over $3 billion. Despite the immense success of these financial teams, Rob noticed a glaring issue: they operated in silos, seldom sharing innovative strategies that could benefit a more sophisticated audience, like his own relatives in the medical field. Witnessing how poorly the financial services industry served these hardworking professionals, Rob discovered a critical financial secret that became his mission. Rob Natale is now dedicated to helping medical professionals reclaim their time, grow their wealth, and shift their investments from Wall Street to Main Street through passive real estate opportunities. His approach empowers doctors, nurses, and other healthcare professionals to achieve financial freedom and focus on what truly matters—saving lives and making a difference in their communities. Tune in to hear Rob's insights on transforming financial futures and how you, too, can leverage real estate to buy back your time and secure your financial independence. Check out Rob here: https://www.northsquarecapital.com/ Support The MisFitNation To keep The MisFitNation thriving and to continue providing this platform, we welcome sponsorships and donations. Our sponsorship tiers are Red ($750), White ($500), and Blue ($250), each with unique perks. You can also donate monthly at any amount of your choosing at https://ko-fi.com/themisfitnationpodcast Follow us on all your favorite podcast apps and our socials: https://www.facebook.com/rich.lamonica/ https://www.facebook.com/MisFitnation.Podcast https://www.imstagram.com/the_misfitnation Twitter @richlamonica https://www.YouTube.com/@The_MisFitNation LinkedIn: https://www.linkedin.com/in/richlamonica Twitch: the_misfitnation https://www.themisfitnation.com #RobNatale #NorthSquareCapital #MisFitNationShow #RichLaMonica #RealEstateInvestment #FinancialFreedom #MedicalProfessionals #PassiveIncome #InvestSmart #WallStreetToMainStreet #WealthBuilding #BostonInvestments #RealEstateOpportunities #FinancialLiteracy #Empowerment #PodcastInterview #BusinessGrowth #InspireAndEducate #HealthcareInvestments #SuccessMindset #ViralContent Learn more about your ad choices. Visit megaphone.fm/adchoices

Con el año 2024 acercándose a su fin, los mercados financieros vigilan las próximas citas que podrían definir las tendencias económicas de cara a 2025 como las reuniones que van a celebrar en diciembre el Banco Central Europeo (BCE) y la Reserva Federal en EEUU. En este contexto, Ricardo Comín, director Comercial en Vontobel para Iberia; Carlos Moreno, director de Ventas de Columbia Threadneedle Investments; Fernando Fernández-Bravo, responsable de ventas institucionales de Invesco; y Almudena Mendaza, responsable de Generali Investments para Iberia, hacen balance en Capital Intereconomía del comportamiento de los principales activos durante este año y analizan las oportunidades de inversión para el próximo ejercicio. La Fed y el BCE Las reuniones de la Reserva Federal (Fed) y el Banco Central Europeo (BCE) serán los eventos más esperados del último tramo del año. Con la inflación mostrando signos de moderación, pero aún lejos de los objetivos del 2 %, los bancos centrales deberán decidir si mantienen una política monetaria restrictiva o inician el camino hacia una relajación gradual. Los expertos también ponen la lupa sobre cómo se han comportado los principales activos este año. En renta variable sectores como tecnología y energía han liderado las ganancias a lo largo de 2024, pero los analistas advierten sobre las valoraciones elevadas en algunos segmentos.

Las pequeñas compañías o small caps son la gran apuesta de Columbia Threadneedle Investments de cara al 2025. Gabriel Simón, director de Ventas para Iberia de la firma asegura que “hay que estar” en este tipo de empresas, que ha estado muy penalizado en el pasado. Con la victoria en las urnas de Donald Trump “estamos en un escenario en el que las pequeñas compañías van a ser las claras ganadoras”.

En la cuarta hora de Capital Intereconomía Javier López, director CEO de SilverGold patrimonio nos da las claves para invertir en metales preciosos. En el Foro de la inversión entrevistamos a Gabriel Simón, director de Ventas para Iberia de Columbia Threadneedle Investments. E Itziar Pernía Gómez, Socia Directora de Legal por Naturaleza ayuda a nuestra audiencia con sus dudas en herencias.

Nel consueto appuntamento del giovedì dedicato al risparmio continuiamo le analisi sull'impatto che l'elezione di Donald Trump a Presidente degli Stati Uniti d'America potrà avere sull'economia americana e, a cascata, sui mercati finanziari e i diversi asset di investimento. Intervengono Tommaso Tassi - Country Head Italia di Columbia Threadneedle Investments - e Mario Unali, Senior Portfolio Manager Kairos Partners SGR.

En la cuarta hora de Capital Intereconomía le tomamos el pulso al ahorro de los españoles con Antonio Gallardo, Portavoz de iahorro. En el foro de la inversión recibimos a Rubén García Páez. Director general para Iberia y Latam de Columbia Threadneedle Investments. y Mar Barrero, directora de análisis de Arquia Banca Privada recomienda las mejores ideas de inversión a nuestra audiencia en el Consultorio de Fondos.

La llegada a la Casa Blanca de su próximo inquilino puede ser determinante para la economía y beneficiar o perjudicar a algunos sectores. ¿Quiénes se llevarían la peor parte si hay un cambio de color en el gobierno y vuelve a ser presidente Donald Trump? ¿Qué sectores se beneficiarían de la llegada de Kamala Harris al despacho oval? Analizamos con Rubén García Páez, director general para Iberia y Latam de Columbia Threadneedle Investments las consecuencias y escenarios que se nos abren de cara a la próxima llamada a las urnas en la primera potencia mundial.

En la cuarta hora de Capital Intereconomía le tomamos el pulso al ahorro de los españoles con Antonio Gallardo, Portavoz de iahorro. En el foro de la inversión recibimos a Rubén García Páez. Director general para Iberia y Latam de Columbia Threadneedle Investments. y Mar Barrero, directora de análisis de Arquia Banca Privada recomienda las mejores ideas de inversión a nuestra audiencia en el Consultorio de Fondos.

È entrato in vigore sabato il Codice di condotta per le attività di telemarketing e teleselling, volto a difendere gli utenti dalle chiamate commerciali moleste. Le telefonate andranno fatte solo da numeri identificabili, solo dalle 9 alle 20 dei giorni feriali, mai di domenica. Contro i call center abusivi, il Codice stabilisce che potranno essere applicate penali o la mancata corresponsione della provvigione per ogni contratto da un contatto promozionale privo del consenso dell’utente. Ne parliamo con il dott. Agostino Ghiglia - Componente del Garante per la Protezione dei Dati Personali.In apertura di puntata, come ogni lunedì, ci chiediamo che settimana sarà per i mercati finanziari. Interviene Tommaso Tassi, Country Head Italia di Columbia Threadneedle Investments.

Foro de la Inversión con Gabriel Simón, director de Ventas Iberia de Columbia Threadneedle Investments y Nerea Heras Mendaza, de Santander Asset Management. Nuestros invitados nos explican en qué se están fijando a la hora de invertir, con los mercados comportándose muy bien últimamente. El recorte de tipos en EEUU favorecerá todavía más a Wall Street. También hablamos de tecnología y de cómo utilizarla para invertir. Inteligencia Artificial e innovación.

Foro de la Inversión con Gabriel Simón, director de Ventas Iberia de Columbia Threadneedle Investments y Nerea Heras Mendaza, de Santander Asset Management. Nuestros invitados nos explican en qué se están fijando a la hora de invertir, con los mercados comportándose muy bien últimamente. El recorte de tipos en EEUU favorecerá todavía más a Wall Street. También hablamos de tecnología y de cómo utilizarla para invertir. Inteligencia Artificial e innovación.

In case you missed it... tune into this encore episode of The Lebenthal Report, where Michael Hartzman welcomes Jeremy Javidi, lead portfolio manager for the Columbia Small Cap Value I and II strategies at Columbia Threadneedle Investments. They dive into the world of small-cap stocks, exploring their pivotal role in the American economy, recent market performance, and the impact of trends like AI and reshoring. From dissecting the Russell 2000 index to discussing investment opportunities in cyclical sectors and electric vehicles, this episode is packed with valuable insights. Whether you're considering diving into small-cap investments or curious about the future of sectors like metals and EVs, there's no shortage of exciting possibilities!

In this episode Luke Hyde-Smith sits down with Marcus Phayre-Mudge, Head of Property at Columbia Threadneedle Investments and manager of the TR Property Investment Trust.Marcus shares his insights on the current property market dynamics, the impact of interest rates, and the future opportunities in commercial real estate.He discusses the resilience of listed property companies, the significance of asset management, and the evolving landscape of real estate investment trusts (REITs).This podcast is issued by Waverton Investment Management Limited, 16 Babmaes Street, London, SW1Y 6AH. Registered in England No. 2042285. Authorised and Regulated by the Financial Conduct Authority.The information provided in this podcast is for information purposes only and Waverton Investment Management Limited does not accept liability for any loss or damage which may arise directly or indirectly out of use or reliance by the client, or anyone else, on the information contained in this recording. This podcast should be used as a guide only is based on our current views of markets and is subject to change.The information provided does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor's particular investment objectives, strategies, tax status or investment horizon.Where Waverton's advice is given it is restricted to discretionary investment management services. We do not provide advice on the use of tax or financial planning products (even if the service which we are managing is held within such a product) or non-discretionary investment.All materials have been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information. Hosted on Acast. See acast.com/privacy for more information.

Por el momento del ciclo de tipos, es hora de fijarse en las small caps, sin olvidar tampoco las grandes tecnológicas. Hablamos de ello con Rubén García Paez, de Columbia Threadneedle Investments.

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bailey Lipschultz, Bloomberg News Equities Reporter, talks about recent meme stock mania. Lydia Boussour, Senior Economist at Ernst & Young, discusses U.S CPI data. Mari Shor, Senior Equity Analyst at Columbia Threadneedle Investments, joins to break down U.S Retail Sales. James Demmert, Chief Investment Officer at Main Street Research, gives his outlook for the markets. Sharon Marcil, North America Chair of the Boston Consulting Group, discusses why Generative AI is taking center stage for CEOs across nearly all sectors.Hosts: Paul Sweeney and Alix Steel See omnystudio.com/listener for privacy information.

With a strong Q1 behind us, Melda and David outline their thoughts on current valuations, along with a performance outlook for US equities. We also cover notable headwinds to performance and discuss positioning preferences within the US and around the globe. Featured are Melda Mergen, Global Chief Investment Officer for Equities, Columbia Threadneedle Investments, and David Lefkowitz, Head of Equities Americas with the UBS Chief Investment Office. Host: Daniel Cassidy

Brandon Helms is a Retirement Investment Consultant-DCIO in Columbia Threadneedle Investments. For him, every day is about serving & impacting others. Brandon believes that when you add value to others, they become valuable to you so he focuses on providing solutions to other people's problems and gives value by getting people to act on his expertise. Brandon is a believer, a husband of 15+ years, a father of 2 young boys, a 40 year old millennial, a mini-goldendoodle lover, a football & soccer fan, a part-time golfer, and a carb eater.In this episode, Eric and Brandon Helms discuss:Getting through compliance challenges Industry trends and their impact on retirement plansWhat is fee compression how does it affect services? How advisors can find their unique differentiators Key Takeaways:Compliance isn't easy, but you can make it work with you if you commit to being persistent. Courage, consistency, and patience are the key. It may take time, but you're going to have to put the work in to get it done. The two key themes in Brandon's paper are these: the first is that investment decisions are now being made by a centralized team. Second, be cautious both on the advisor and plan sponsor side of new products that are coming into the marketplace. Be aware of some of the embedded revenue streams that may be included in these products. Fee compression and reduced expenses are, at the end of the day, positive for business owners and employees since ultimately they are paying less. The tricky part is how the service providers in our industry navigate the changes. Advisors must find out their unique differentiators within these categories: your brand, your unique expertise, and last but most importantly, how aligned you are with your client base. “In a sales process, it's all about you… but in the day, you're trying to help the organization solve its problems. [So make] it more about them and [help] them solve their problems.” - Brandon HelmsConnect with Brandon Helms:Website: https://www.columbiathreadneedle.com/en/ LinkedIn: https://www.linkedin.com/in/helmsbrandon/ Connect with Eric Dyson: Website: https://90northllc.com/ Phone: (940)20248-4800 Email: contact@90northllc.com LinkedIn: https://www.linkedin.com/in/401kguy/

William Davies is the Global Chief Investment Officer at Columbia Threadneedle Investments. William shares his thoughts on the condition of the US economy, relative to other regions around the globe. We also discuss the road ahead for monetary policy, and how to think about positioning your portfolio for the current environment. Host: Daniel Cassidy

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Christopher Ciolino, Bloomberg Intelligence Senior US Machinery Analyst, joins to discuss Deere earnings. Mari Shor, Senior Equity Analyst at Columbia Threadneedle Investments, breaks down U.S Retail Sales. David Kudla, Founder, CEO, and Chief Investment Strategist at Mainstay Capital Management, discusses his outlook for the markets. Scott Kelley, Founder and CEO at Aetos Capital Real Estate, and Abigail Doolittle, Bloomberg News Markets Reporter, discuss the latest in U.S commercial real estate. Woo Jin Ho, Bloomberg Intelligence Senior Technology Analyst, joins to break down Cisco's earnings.Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.

La prima puntata della settimana parte, come sempre, con gli aggiornamenti di MeteoBorsa, affidati a Tommaso Tassi, Country Head Italia di Columbia Threadneedle Investments.Proseguiamo con un approfondimento dedicato al rinnovo dell'Isee, l'indicatore che serve per richiedere allo Stato bonus e sussidi: dai contributi per le bollette di luce e gas fino all'assegno di inclusione, la misura che ha rimpiazzato il reddito di cittadinanza. Simone Zucca, direttore Caf Acli, ci ha aiutato a fare il punto sulle novità introdotte da quest'anno nel calcolo dell'indicatore.A tal proposito, segnaliamo qui una importante precisazione su quanto detto nella puntata: per ottenere l’ISEE devono essere forniti i dati sui redditi di tutti i componenti del nucleo familiare relativi al secondo anno precedente la richiesta e nei dati da fornire NON rientra la posizione costituita presso il Fondo pensione in fase di accumulo. Nella fase di percezione di rendita vitalizia, l'importo va invece inserito.

A timely conversation with insights into the current environment for fixed income investing, the road ahead for monetary policy, and considerations when it comes to allocation within the asset class. Featured are Gene Tannuzzo, Global Head of Fixed Income, Columbia Threadneedle Investments and Leslie Falconio, Head of Taxable Fixed Income Strategy Americas, UBS Chief Investment Office. Host: Daniel Cassidy

EP 163: Randy Smith and Rob Natale - Helping medical professionals buy back their time and expand their wealth Rob Natale is the Founder of North Square Capital, a privately held real estate investment firm in Boston, Massachusetts.  He spent numerous years at Columbia Threadneedle Investments, a prominent global asset management company. During this time, he collaborated with financial advisors and their teams, overseeing assets ranging from $20 million to over $3 billion. However, he couldn't help but notice that these highly successful teams operated in isolation. They rarely shared new ideas or strategies that could benefit a more sophisticated audience, like several of his relatives who dedicated their lives to medicine; he saw how the financial services industry poorly served them. He soon discovered a financial secret: his mission is to help medical professionals buy back their time, expand their wealth, and redirect their funds from Wall Street to Main Street through passive real estate opportunities. Rob graduated Magna Cum Laude with a Bachelor's Degree in Finance from the University of Rhode Island, and he also obtained his Graduate Certificate in the Advanced Study of Management from Northeastern University. He currently resides in Boston, Massachusetts, and in his free time, he enjoys spending time with his family, especially his three little nieces. Rob also enjoys exploring the city's many food options and staying active. HIGHLIGHTS IN THE SHOW: 00:00 - Intro 01:45 - Rob's Background 04:18 - Impact Equity Ad 05:43 - Medical Community 07:13 - Alternative Investments 10:41 - Investment Strategy 14:07 - Asset Classes, Benefits of Multi Family 15:40 - Short Term Rentals 22:55 - Operators and Partnerships 28:30 - Underwriting 30:48 - Know Your Why 34:55 - Education 37:35 - Books 39:09 - Final Thoughts CONNECT WITH OUR GUEST: https://www.northsquarecapital.com/ https://www.instagram.com/RobNatale_/ https://www.facebook.com/NorthSquareCapital/ https://www.linkedin.com/in/robnatale1/ rnatale@northsquarecapital.com CONNECT WITH OUR HOST:  Connect with our host, Randy Smith, for more educational content or to discuss investment opportunities in the real estate syndication space at www.impactequity.net, https://www.linkedin.com/in/randallsmith or on Instagram at @randysmithinvestor ------------------------------------------------------------------------- Follow us on social media @the.gentle.art.of.crushing.it Listen, like, subscribe, comment: http://thegentleartofcrushingit.com/

Jon Wolfenbarger, founder and chief executive officer at BullAndBearProfits.com says he foresees a market downturn of 60 percent in the next year or two, and that it could be down 50 percent from current levels a decade from now. Wolfenbarger bases that forecast on valuation levels "that are the highest they have been in history, higher than they were in 1929" or at the peak of the tech bubble. Wolfenbarger says a recession is coming soon if it hasn't already started, and that economic conditions will deteriorate from here based on indicators that are showing that trouble is about to hit home. Also on the show, Jason Callan, portfolio manager at Columbia Threadneedle Investments -- manager of the Columbia Strategic Income Fund -- says in the Big Interview that the economy still has some consequences to pay for the protracted inversion in the yield curve and how to position portfolios now that the Federal Reserve has indicated that it is likely to stop hiking rates but hasn't given more than mild ints about when it will begin cutting them. Plus, Rebecca Edwards discusses a Safewise study showing that Americans are worried about porch piracy for real reasons, notably that they will lose billions of dollars to thefts made at their doors -- and Chuck answers a listener's question about his take for the year ahead.

Growth investing has long been a favored strategy for investors seeking to capitalize on the potential of high-growth companies. It's a path often chosen by those who firmly believe in the power of innovation, the potential of disruptive technologies, and the dynamic nature of markets in constant flux. While growth investing is not without risks, it promises the thrill of discovering the next big thing. In this episode, Rusty and Robyn talk with Tom Galvin, Lead Portfolio Manager at Columbia Management. Tom has led the strategy since he joined one of the Columbia Threadneedle Investments legacy firms in 2003. With over 20 years of experience as a leading equity strategist and securities analyst, Tom has been named to Institutional Investor's All-America Research Team and The Wall Street Journal's All-Star Analyst Team. Known for his expertise in highly concentrated growth investing and deep understanding of the technology and consumer sectors, Tom talks about growth investing, diversification, and the future of active management. He also shares his thoughts on the current market conditions, the impact of higher interest rates on growth companies, and his outlook for the “magnificent seven” stocks. Key Takeaways [02:46] - Tom's background and experience at Columbia Threadneedle Investments. [05:36] - How Tom manages his team through the changes in the industry. [06:41] - Three ways investors can implement the growth strategy. [11:09] - Using correlations to reduce risk and increase diversification. [14:56] - Money managers who are great at growth investing. [16:45] - How active managers using fundamental analysis perform. [18:19] - The connection between the markets and the economy. [23:00] - How higher rates impact growth investing. [25:40] - Tom's outlook for the “magnificent seven” companies. [30:10] - Analysis of Apple's growth potential. [32:23] - The impact of AI on markets and financial advice. [35:46] - Tom's perspective on Schwab's performance this year. [37:38] - Mentors and colleagues Tom is professionally thankful for. [40:47] - How Tom maintains his physical and mental energy to perform at a high level. [41:58] - Tom's recommendations for content. Quotes [07:01] - "Our growth strategy is not 'the' solution, but we're part of a solution." ~ Tom Galvin [16:13] - "As analysts or portfolio managers, we are like detectives. Any detective story you have ever seen on TV usually follows the money trail. That's exactly what we're trying to accomplish." ~ Tom Galvin [18:45] - "The market tends to lead the economy because it's less interested in what happened last year and more interested in what might happen in the future." ~ Tom Galvin Links  Tom Galvin on LinkedIn Columbia Threadneedle Investments Columbia Threadneedle Investments on LinkedIn The Rising by Bruce Springsteen Charles Schwab Bank of America Who Moved My Cheese Peter Lynch Fidelity Investments Fidelity Magellan Fund Adobe Palo Alto Networks CrowdStrike Intuit McCormick & Company Greenwich Historical Society Clark Art Institute Against the Rules with Michael Lewis The Rewatchables Connect with Us Meet Rusty Vanneman, Orion's Chief Investment Officer Check Out All of Orion's Podcasts Power Your Growth with Orion

Last year was one of the worst ever for the bond market. Fast forward to today and many people in finance say that despite the volatility, it is time for investors to get reacquainted with bonds. But what exactly are bonds, how do you go about investing in them and what are the risks? Brooke Masters, the FT's US financial editor, stands in for Claer Barrett to discuss those questions and more with Edward Al-Hussainy, a senior analyst at Columbia Threadneedle Investments.Want more? Click on these free-to-read FT articles:Investors pile into bondsBonds are no longer the safe optionThe appeal of longer bondsHow bonds ate the entire financial systemIf you would like to talk to Claer about a future episode, please email the Money Clinic team at money@ft.com with a short description of your problem, and how you would like us to help. You can follow Brooke on X, formerly Twitter, @brookemastersFollow Claer on X, formerly Twitter, and Instagram @ClaerbPresented by Brooke Masters. Produced by Jake Harper. Our executive producer is Manuela Saragosa. Sound design is by Breen Turner, with original music from Metaphor Music.Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.

Claudia Sahm, founder of Sahm Consulting and former Senior Economist at White House Council of Economic Advisors, joins the program to talk about the Fed and outlook for a recession. Mari Shor, Senior Equity Analyst at Columbia Threadneedle Investments, joins to discuss the recent retail sales, consumer strength, and inflation. Daniella Gilboa, co-founder and CEO of AIVF, an AI healthcare company, joins to discuss healthcare tech and IVF technologies, improving IVF success rates and increasing birth rates, and her companies goals, growth, and outlook.  Gene Seroka, CEO at the Port of LA, joins us to discuss the West Coast Port labor deal. Erica Keswin, author and workplace strategist, joins to talk about work-from-home and remote work as well as NYC occupancy breaking 50% this week for the first time since the pandemic began.   Hosted by Paul Sweeney and Jess Menton.See omny.fm/listener for privacy information.

Mari Shor, Senior Equity Analyst at Columbia Threadneedle Investments, joins to discuss the month in retail and what we're learning about the American consumer. Sam Dunlap, CIO at Angel Oak Capital Advisors, talks investing strategies and gives his outlook on the markets. Luisa Moreno, President of Defense Metal Corp., discusses the significance of China banning rare earth exports and how it affects production around the globe. Randall Atkins, founder and CEO at Ramaco Resources (NASDAQ: METC), joins the show to talk about outlook for the coal industry. Dr. Maureen Dunne, President and CEO at Autism Community Ventures, discusses healthcare investments and market pressures.  Hosted by Paul Sweeney and Jess Menton.See omnystudio.com/listener for privacy information.

Many investors view real estate as an attractive long-term investment opportunity that plays an important role in portfolio diversification. With that in mind, Columbia Threadneedle Investments recently announced the expansion of its exchange-traded fund offerings with the launch of the Columbia Research Enhanced Real Estate ETF (Ticker: CRED). The fund offers investors and allocators an accessible, research-driven way to gain exposure to the real estate asset class. REITS have a history of low correlations and attractive long-term returns and have a strong historical performance record in high inflation. According to a recent Columbia Threadneedle survey, 93% of financial advisors plan to maintain or increase their real estate allocations over the next 12 to 24 months. - Here are some links for more information on Columbia Threadneedle and its ETF product line: Columbia Threadneedle's Exchange Traded Funds CRED - Columbia Research Enhanced Real Estate ETF A message from Advisor Perspectives and VettaFi: To learn more on this and other topics, check out our full schedule of upcoming CE-approved virtual events.”

Recent survey data from Columbia Threadneedle Investments shows that 93% of financial advisors plan to maintain or increase their real estate allocations over the next 12 to 24 months, confirming that the “timing is right” for the launch of the Columbia Research Enhanced Real Estate ETF (NYSE Arca: CRED), says Marc Zeitoun, head of strategic beta at the global asset manager.Columbia Threadneedle launched CRED on April 26. The ETF tracks a custom, proprietary index which typically tracks 70-90 REITs weighted across eight sectors. It is designed to outperform the FTSE Nareit All Equity REITs Index through research-driven security selection and modified market cap weighting that emphasizes income and geographic opportunity.Speaking on the REIT Report, Zeitoun noted that the firm's survey data also showed that 82% of financial advisors favored the REIT structure as a way to express their preferences in real estate. “So, we think that timing is right, and we know for sure that the packaging is right relative to the way that advisors and allocators build their client portfolios.”

Sonali Basak, Bloomberg Wall Street Reporter, and Alison Williams, Senior Global Banks and Asset Managers Analyst with Bloomberg Intelligence, join the show for the weekly Friday wall street roundup, discussing bank earnings and other wall street news. Mari Shor, Senior Equity Analyst at Columbia Threadneedle Investments, joins to discuss the latest retail sales figures and consumer strength. Jane Foley, Managing Director and Head of FX Strategy at Rabobank, joins to discuss the weakening of the dollar and euro strength amid economic uncertainty. Herman Chan, Senior Analyst: US Regional Banks & Fintech with Bloomberg Intelligence, joins to break down PNC earnings and other things we learned about regional bank on earnings day for big banks. Simone Foxman, reporter with Bloomberg News and Television, joins to discuss airlines and energy, focusing on Boeing's recent production issue, airline earnings, and how oil prices and sticky inflation affect consumer travel and spending. Huw van Steenis, partner at Oliver Wyman, joins the program to discuss the latest on financial stability in the banking sector, in the US and globally. Hosted by Kriti Gupta and Jess Menton.See omnystudio.com/listener for privacy information.

With a very fluid and market moving macro environment, Brian Rose and Ed Kerschner join us to share their views and thoughts around the state of the US economy, the road ahead for monetary policy and the investment implications to be mindful of. Featured are Brian Rose, Senior Economist Americas, UBS Chief Investment Office, and Ed Kerschner, Chief Portfolio Strategist, Columbia Threadneedle Investments. Host: Daniel Cassidy

Simon Bond is Executive Director of Responsible Investment Portfolio Management and until recently, was the portfolio manager of the Threadneedle UK Social Bond Fund and the Threadneedle (Lux) European Social Fund at Columbia Threadneedle Investments, the asset management arm of Ameriprise Financial, which has total assets under management of $593 billion (as of 30 June 2021). With over three and a half decades of experience in the fund management industry, Simon is a recognized specialist in corporate credit.In this episode, we discuss Simon's early career, starting as a desk assistant in the investment management department of Hambros Bank under Peter Hill-Wood, and how his enthusiasm and tendency to ask lots of questions led him to work in bonds.  We hear how Simon discovered what he calls the soft side of finance, where investing could produce benefits for society. We learn how he conceived and launched the Threadneedle UK Social Bond Fund and the Threadneedle (Lux) European Social Fund, both of which invest in diversified portfolios of fixed income securities, with social impact criteria. Simon explains how his approach to portfolio management includes positive inclusion, evidence-based decision making, and engagement with management. We also talk about how he integrates social impact into everything he does (including his support of premiership football club Tottenham Hotspur!)Simon is a Fellow of the Chartered Institute for Securities and Investment and holds the Investment Management Certificate and the General Registered Representatives Certificate.Show notes: https://sri360.com/podcast/simon-bondAbout the SRI 360° Podcast: The SRI 360° Podcast is focused exclusively on sustainable & responsible investing. In each episode, Scott Arnell interviews a world-class investor who is an accomplished practitioner from all asset classes. In my interviews, I cover everything from their early personal journeys—and what motivated and attracted them to commit their life energy to SRI—to insights on how they developed and executed their investment strategies and what challenges they face today. Each episode is a chance to go way below the surface with these impressive people and gain additional insights and useful lessons from professional investors. Connect with SRI 360°: Sign up for the free weekly email update: https://sri360.com/newsletter/ Visit the SRI 360° PODCAST: https://sri360.com/podcast/ Visit the SRI 360° WEBSITE: https://sri360.com/ Follow SRI 360° on TWITTER: https://twitter.com/SRI360Growth/Follow SRI 360° on FACEBOOK: https://www.facebook.com/SRI360Growth/

I listini azionari europei da gennaio sono partiti di slancio e guidano i mercati globali, di solito trainati da Wall Street. Tommaso Tassi, Country head Italia di Columbia Threadneedle Investments, spiega cosa può succedere nei prossimi mesi

I listini azionari europei da gennaio sono partiti di slancio e guidano i mercati globali, di solito trainati da Wall Street. Tommaso Tassi, Country head Italia di Columbia Threadneedle Investments, spiega cosa può succedere nei prossimi mesi

Fresh off the recent Fed policy decision, our guests offer their reflections and takeaways, along with discuss the implications to rates, credit markets and more. We also spend time on outlining where opportunity can be found for fixed income investors, and how to think about positioning for the current environment. Featured are Gene Tannuzzo, Global Head of Fixed Income, Columbia Threadneedle Investments and Leslie Falconio, Head of Taxable Fixed Income Strategy Americas, UBS Chief Investment Office.

William Davies is the Global Chief Investment Officer for Columbia Threadneedle Investments. William outlines his market and macro expectations for 2023, including how US monetary policy might progress and what the prospects are for a recession. We also discuss portfolio positioning, regional preferences and market risks to be mindful of, including geopolitics. Host: Daniel Cassidy

Tertulia de mercados de Capital Intereconomía con Fernando Fernández-Bravo, responsable de ventas institucionales de Invesco; Amparo Ruiz Campo, Country Head España y Latam de DPAM; Carlos Moreno, director de ventas para Iberia de Columbia Threadneedle Investments; y Pilar García-Germán, directora de ventas de Fidelity Internacional.

Anwiti Bahuguna, head of multi-asset strategy at Columbia Threadneedle Investments -- senior portfolio manager of the Columbia Thermostat Fund -- says that the sell-off in stocks has not been the result of bad earnings reports, but rather has been driven by multiple compression, and until investors are willing to pay more for earnings, the stock and bond markets will be muted at best. Investors won't likely come around until the Federal Reserve signals its intentions on whether it will continue or halt its program of interest rates hikes; until that is clear, Bahuguna says there's too much uncertainty to be anything more than neutral about current conditions. Also on the show, Dave Sekera,  chief U.S. market strategist at Morningstar, says in the Market Call segment that the market's woes have pushed a lot of stock valuations attractively below fair-value estimates, making stocks like Meta Platforms, Google, the communications industry and much more into attractive buying ranges, noting that while investors may have to be patient to wait for the payoff, he expects patience to be rewarded based on the discounts he says that the market has been applying to many company. Plus, Ed Carson, news editor at Investor's Business Daily discusses the latest IBD/TIPP Economic Optimism Index and explains why he thinks the measure is showing that investors have reached a point where there is hardly any optimism at all.

Anwiti Bahuguna, Head of Multi-Asset Strategy at Columbia Threadneedle Investments, discusses her markets outlook. She spoke with hosts Bryan Curtis and David Ingles on "Bloomberg Daybreak Asia."See omnystudio.com/listener for privacy information.

Catherine Stienstra, head of municipal bond investments at Columbia Threadneedle Investments, says that the sharp sell-off that set bonds off to a bad start to the year -- and scared many investors out of the bond space -- has reached a pivot point, so that investors are now looking at "a rare opportunity" to get back in with higher yields and attractive valuations. Also on the show, Tom Lydon, vice chairman at VettaFi, makes a play on the dollar recently hitting a two-decade high against global currencies with his ETF of the Week, Chuck answers a listener's question about how to pay for/finance a big expense, and Rob Spivey, director of research for Valens Securities, talks stocks in the Market Call.

A timely conversation with insights into the current environment for fixed income investing and considerations when it comes to allocation within the asset class. Featured are Leslie Falconio, Head of Taxable Fixed Income Strategy Americas, UBS Chief Investment Office, and Gene Tannuzzo, Global Head of Fixed Income at Columbia Threadneedle Investments. Host: Daniel Cassidy

Adam Gold, Founder and CIO at Katam Hill, LLC, discusses markets, investing, and the economy. Mari Shor, Senior Equity Analyst at Columbia Threadneedle Investments, discusses inflation and its impact on retail and consumers. Steve Kane, co-CIO and Generalist Portfolio Manager with TCW Group, discusses inflation and the Fed. Tara Jaye Frank, equity strategist, author, and President and CEO of TJF Career Modeling, LLC, discusses the Bloomberg 2022 Gender Equality Index and women returning to work. Hosted by Paul Sweeney and Matt Miller. See omnystudio.com/listener for privacy information.

Perspective on the direction of monetary policy and market implications, macro developments and asset allocation. Featured are Jason Draho, Head of Asset Allocation Americas, UBS Chief Investment Office, and William Davies, Global Chief Investment Officer at Columbia Threadneedle Investments. Host: Daniel Cassidy

Mari Shor, Senior Equity Analyst at Columbia Threadneedle Investments, talks about holiday shopping, consumer spending, and her economic outlook for the rest of 2021. Shawn Snyder, Head of Investment Strategy at Citi US Wealth Management, talks about inflation and gives his market outlook. Mike Vogelzang, Chief Investment Officer & Managing Director at CAPTRUST, discusses the economy and investing. Aoifinn Devitt, Chief Investment Officer of Moneta, discusses the day's latest trading news. Hosted by Paul Sweeney and Matt Miller. See omnystudio.com/listener for privacy information.

Marcus Moore, Assistant Portfolio Manager for Zeo Capital Advisors, talks about the markets and credit strategy. Mari Shor, Senior Equity Analyst at Columbia Threadneedle Investments, talks about retail investment strategy as the holidays approach. Bloomberg Intelligence Senior Analyst of Property and Casualty Insurance Matthew Palazola discusses Berkshire Hathaway third quarter earnings. Matt Roberts, the CEO of Vacasa, talks about the state of the travel and vacation rental industry. Hosted by Matt Miller and Ed Ludlow. See omnystudio.com/listener for privacy information.