information will continue to plague the global markets
Posted: Thu Jul 10, 2025 4:47 am
FINRA and managed by Columbia Management Investment Advisers, views expressed are as of the date given, may change as market or other conditions change, differ from views expressed by other Columbia Management Investment Advisers, LLC (CMIA)associates or investment decisions made by CMIA and its for its own account or on behalf of clients, will notnecessarily reflect the views expressed.
s not intended to provide investment advice and does not account for individual investor
circumstances.
Investment decisions should always be made based on an investor's specific , objectives, goals, time horizon, and risktolerance. Asset classes described in this not be suitable for all investors.
Past performance does not guarantee future resultsndno
forecast should be considered a guarantee either. Since economic shop and market conditions changefrequently, there can be no assurance that the trends described here will continmade some extraordinary efforts to address market liquidity pressures brought on by thesovereign debt crisis, but evidence suggests the underlying indebtedness issues are far
from resolved. While this dovish approach to monetary policy and liquidity has themarkets flush with cash, it has also allowed for de-emphasis of fundamental analysis andcompany differentiation. When combined with the unstable Middle Eastern and NorthKorean nuclear situation and a slowing Chinese economy, it becomes clear that conflicting
Results in 2012 will depend on whether the improving U.S. economy can offset the
relative slowness being experienced by China. Furthermore, the accommodative nature of
the Fed and the ECB will eventually end the requirement for managers with strong
fundamental analysis backgrounds to evaluate between alternatives. Opportunities will
emerge, but volatility will also be present as global governments move toward resolutions.
Our feeling that the major source of volatility in 2012 will likely be the market’s reaction to
leadership policies has not changed. We recommend including an assortment of
s not intended to provide investment advice and does not account for individual investor
circumstances.
Investment decisions should always be made based on an investor's specific , objectives, goals, time horizon, and risktolerance. Asset classes described in this not be suitable for all investors.
Past performance does not guarantee future resultsndno
forecast should be considered a guarantee either. Since economic shop and market conditions changefrequently, there can be no assurance that the trends described here will continmade some extraordinary efforts to address market liquidity pressures brought on by thesovereign debt crisis, but evidence suggests the underlying indebtedness issues are far
from resolved. While this dovish approach to monetary policy and liquidity has themarkets flush with cash, it has also allowed for de-emphasis of fundamental analysis andcompany differentiation. When combined with the unstable Middle Eastern and NorthKorean nuclear situation and a slowing Chinese economy, it becomes clear that conflicting
Results in 2012 will depend on whether the improving U.S. economy can offset the
relative slowness being experienced by China. Furthermore, the accommodative nature of
the Fed and the ECB will eventually end the requirement for managers with strong
fundamental analysis backgrounds to evaluate between alternatives. Opportunities will
emerge, but volatility will also be present as global governments move toward resolutions.
Our feeling that the major source of volatility in 2012 will likely be the market’s reaction to
leadership policies has not changed. We recommend including an assortment of