Search results for: marie schofield

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Income inequality, disinflation and profit growth — the role of globalization

Income inequality has tended to rise in both developed and EM. Companies look across the globe to determine where they can manufacture their products at the lowest risk-adjusted cost.

Tagged with: Economy, Global Economy

Labor markets in the new digital age

The downside to technological progress is short-term dislocations and job loss for those displaced by automation. Workers with high skills and advanced education command a wage premium while unskilled and lower-skilled workers are displaced which aggravates income inequality.

Tagged with: Economy, U.S. Economy

The role of income inequality

The rise in income inequality was a root cause of the U.S. financial crisis and the slow post-recovery period. Mediocre income gains for middle income households have contributed to the slow recovery of U.S. consumption and economic growth.

Tagged with: Investing, Markets, U.S. Economy

2015 Annual Perspectives

Within 2015 Perspectives you will find our views on today’s markets and recommendations for navigating them. The articles represent the depth and breadth of our investment teams, as well as our commitment to delivering timely investment solutions.

Special report — 2014 mid-year review and outlook

Key investment professionals review the first half of 2014 and share their insights into what may be ahead for the second half of the year. Interest rates

Zach Pandl, Portfolio manager and strategist

Review:

Government bond yields declined in early 2014, both in the U.S. and in other developed market economies.

Tagged with: Asset Allocation, Economy, Equities, Fixed Income, Global Economy, Investing, U.S. Economy

What’s behind the weakness in U.S. housing?

Existing U.S. home sales have been weak across all regions and this weakness pre-dates this year’s tough winter. Skyrocketing home prices, the surge in interest rates, and meager income growth have hit affordability and dented demand.

Tagged with: Economy, U.S. Economy

Release the doves

The Fed (and all central banks) is highly sensitive to shifts in inflation expectations by either consumers or the markets. The one-year TIP breakeven appears to be pricing in some deflationary pulse and is also pulling down longer term inflation expectations across the curve.

Tagged with: Economy, Global Economy, Investing

Steady as she goes

The March labor market report was solid, with the overall private level of employment finally exceeding the pre-recession high. The Household Survey had the unemployment rate holding steady at 6.7%.

Tagged with: Economy, U.S. Economy

Deflation dilemma

The factors keeping inflation low remain U.S. dollar strength and sluggish global trade, together with the deflationary pulse from weak energy and commodity prices. While there is little danger of this developing into true deflation, the strong dollar effect will continue to depress inflation for much longer and this has a stronger influence on core inflation.

| Tagged with: Economy, Global Economy, Global Perspectives
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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.