Search results for: affordable care act

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Could managed care companies help offset rising healthcare costs?

The managed care industry is consolidating, with three mergers announced this summer and intensive scrutiny due for at least the two largest. Congressional hearings provide insight into the political climate surrounding the pending mergers, but are unlikely to affect the actual competitive reviews.

Tagged with: Economic Policy, Industry/Sector Commentary

Trends in U.S. healthcare spending and the direction of managed care

Structural changes in healthcare delivery and consumer options are leading to aligned incentives for better health outcomes and slower cost growth. Total healthcare spending growth is positive for providers of all kinds, while subdued per capita spending is positive for health insurers.

Tagged with: Industry/Sector Commentary, Investing

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

D-Day for healthcare — Three potential outcomes of U.S. Supreme Court ruling

The Supreme Court is about to rule on whether to uphold tax subsidies for individuals buying health insurance on the 34 federally administered state public health exchanges. Congress and the Department of Health and Human Services will have to scramble to respond to invalidation and respond quickly to enrollees, providers and payers.

Tagged with: Economic Policy

Trending – Socially responsible fixed-income investing

Until recently, ethical investing has focused on avoiding exposure to perceived negative activities. Municipal bonds can offer a cost-effective way to fund programs and infrastructure to serve the public good.

Tagged with: Fixed Income, Global Perspectives, Investing

What about Hillary Clinton’s plan to lower prescription drug costs?

U.S. drug price inflation is a growing concern, with prescription drug spending now at 16% of total healthcare spending and branded drug prices increasing more than 10% in recent years. Nonetheless, we expect no material changes over the next several years, regardless of which party wins the White House.

Tagged with: Industry/Sector Commentary, Investing, U.S. Economy

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

State and local government pension update

Concerns about pension plan solvency are widespread and attention-grabbing, yet unjustified in some cases. Pension funded ratios have declined at the state and local levels, though the cost of funding required contributions remains manageable.

Tagged with: Muni Perspectives, Muni Perspectives Blog, Municipal Bonds

In search of bond market liquidity

Liquidity in bond markets does not portend a crisis but does raise the risk of one as policymakers flirt with tighter monetary policy. The only sensible approach is to recognize the lack of liquidity, manage it and ensure there is proper compensation for illiquidity.

Tagged with: Fixed Income

Should investors be cheering Japan’s new stimulus program?

Stock markets rose on the announcement that the government of Prime Minister Shinzo Abe was significantly stepping up its policy actions. The other major announcement was that the Government Pension Investment Fund will shift its asset allocation to domestic equities and foreign bonds/equities away from domestic bonds.

Tagged with: Equities, Global Economy, Investing
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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 $503 billion†† of assets across developed and emerging market equities, fixed income, asset allocation solutions and alternatives.

††In U.S. dollars as of June 30, 2015. Source: Ameriprise Q2 Earnings Release. Includes all assets managed by entities in the Columbia and Threadneedle groups of companies. Contact us for more current data.