Search results for: federal budget deficit

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Defense industry outlook — Looking past the headlines

The outlook for U.S. defense contractors has been improving despite all the negative headlines. Army spending is under pressure, but Navy and Air Force spending remain well supported.

Tagged with: Equities, Investing

What’s the outlook for muni bonds?

Strong YTD performance resulted from falling rates, a dearth of new supply and a resurgent demand by investors seeking attractive taxable-equivalent yields. We believe municipal bonds should continue to perform well in the second half of 2014.

Tagged with: Fixed Income, Investing, Muni Perspectives Blog

The taxman cometh

New and higher taxes will increase what many owe. Muni bonds can help mitigate your tax bill.

Tagged with: Fixed Income, Investing, Muni Perspectives Blog

Investment themes for a “Groundhog Day” world

Pursue a realistic income goal with more than bonds. Common stocks and a variety of other corporate securities may yield as much as bonds with greater return potential over time.

Update on U.S. healthcare

The Affordable Care Act (ACA) has expanded insurance coverage, but will face more legal, logistical, and likely, economic, challenges. 
From the investor’s standpoint, the market responded to the law; ACA’s prelude and implementation has been a boon. While the market will fluctuate, there remain attractive investments across the range of healthcare products and services.

Tagged with: Equities, Global Perspectives, Investing

Death, taxes and Medicaid expansion

Almost as certain as death and taxes is Medicaid expansion under ACA and the move by states toward Medicaid managed care and away from traditional fee-for-service. Medicaid managed care enrollment will expand as states transition beneficiaries from fee-for-service coverage to managed care and the “opt-in” states broaden eligibility.

Tagged with: Equities, Investing

PBGC’s 40th anniversary report – Some good news and some bad news

The overall financial position of the 40-year old Pension Benefit Guarantee Corporation is adequate for the next several years. However, the multiemployer deficit is a real concern.

Tagged with: Global Perspectives

Muni market – Favorable environment remains in place

After 13 consecutive months of positive returns, it is not surprising that the muni market has taken a step backward. We believe that the muni market remains on sound footing due to supportive market fundamentals and technicals, as well as our entrenched high tax environment.

Tagged with: Fixed Income, Global Perspectives, Investing, Muni Perspectives, Muni Perspectives Blog, Municipal Bonds

Interest rates in a highly indebted economy

In a highly indebted economy, there is no fixed cap on the level of interest rates. Any increase in interest rates must be consistent with tolerable debt service ratios, the existing stock of debt and private sector savings.

Tagged with: Economy, Fixed Income, Investing, Markets
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About Us

Columbia Threadneedle Investments is a leading global asset management group that provides a broad range of actively managed investment strategies and solutions for individual, institutional and corporate clients around the world. With more than 2,000 people, including over 450 investment professionals based in North America, Europe and Asia, we manage $506 billion†† of assets across developed and emerging market equities, fixed income, asset allocation solutions and alternatives.

††In U.S. dollars as of December 31, 2014. Source: Ameriprise Q4 Earnings Release. Includes all assets managed by entities in the Columbia and Threadneedle groups of companies. Contact us for more current data.