Search results for: beth ware

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Data breaches — What they mean for retailers, consumers and investors

More than 1,000 retailers have been affected by the same malware that caused Target and Home Depot data breaches. The number of data breaches will continue to increase and cost retailers millions in IT spending and damage control.

Tagged with: Equities, Investing

Corporate earnings outlook: Why are expectations so low?

Corporate earnings results for the second calendar quarter are likely to be a bit soft. Despite relatively high valuations, investors seem willing to accept that better results are shimmering out in the future.

Tagged with: Equities, Investing, Markets

Obsolescence and disruption – The new capacity utilization

We believe that company- and industry-specific forces will remain important factors in stock selection. We will continue to look for companies that are making smart investments in the future.

Tagged with: Equities, Investing

Spend to defend — Why cybersecurity is a sustainable, investable theme

Companies across the globe have to deal with the growing threat posed by security breaches and their high associated financial, informational and reputational costs. No one vendor dominates both network and endpoint security, and we want to be overweight vendors that deliver the broadest end-to-end/device-to-network security platform.

Tagged with: Global Investing, Industry/Sector Commentary, Investing

Five lessons from 25 years in the tech sector

Paul Wick has been investing in the technology sector longer than any other current portfolio manager of a U.S. technology fund. Back in 1990, when he started in the sector, Motorola had just introduced its flip phone, Apple had recently rolled out its beige box Mac Classic personal computer, and there were a lot of major subsectors that barely exist today – companies making UNIX computers and tape drives.

Tagged with: Equities, Industry/Sector Commentary, Investing

Finding opportunity in Japan’s recovery

In Japan, there is general optimism for a steady economic recovery, with a prevailing sense of confidence in reasonable valuations and a low bar for incremental improvement. Companies that can take advantage of global business opportunities look far more attractive than those simply waiting for a rising national tide to lift their boats.

Tagged with: Equities, Global Economy, Investing, Markets

Market volatility: Goldilocks in peril?

We have been in a “Goldilocks” economy, where growth was persistent, but still modest enough to be supported by central bank easing at any sign of weakness. That backdrop is changing, with stresses emanating from the emerging markets and limits to incremental central bank actions.

Tagged with: Economy, Global Economy, Global Investing, Investing, Markets

Prioritizing productivity

Demographic trends in the world’s largest economies put an urgent focus on potential drivers of productivity. We believe that actively seeking investments that can positively impact economic productivity will be a pillar of successful investing.

Tagged with: Economic Policy, Economic/Markets Outlook, Global Economy, Global Investing, Markets

Sic transit gloria funding – Takeaways from GE’s pruning of finance activities

Years of lean capital investment and restrained R&D spending raise concerns that the market might have a higher mix of finely tuned mature businesses and a lower mix of growth businesses. We should look for several points’ worth of cushion when using today’s prices and adjusted earnings and comparing them to prior periods.

Tagged with: Equities, 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 $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.