Search results for: consumers

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Apparel retail doldrums

Since 2011, consumer spending has been below average overall, and spending on retail apparel has been especially poor. A host of factors, from shifting consumer priorities to poor inventory control have forced apparel retailers to compete on price, and sales and profitability have suffered dramatically.

Tagged with: U.S. Economy

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

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

Are there cracks in the credit market?

Record new debt issuance, lack of revenue growth, increased acquisition activity, and the re-emergence of debt-financed shareholder returns have caused deterioration in credit metrics. Corporations may not be as close to the end of their credit cycle as the deterioration in credit metrics would imply.

Tagged with: Fixed Income, Investing

Oil price decline mostly positive for municipals…at least for now

Most states and local governments should benefit from higher tax receipts as more consumer discretionary income leads to a pick-up in spending. Negative effects will be localized around energy producing areas, especially if oil prices stay low for an extended period.

Tagged with: Fixed Income, Muni Perspectives Blog

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

What if low interest rates are not a function of low economic growth?

Low interest rates have provided a significant tailwind for bonds and equities over the last 30 years. Globalization of labor markets, rather than slow growth, could be the main driver for today’s low interest rates.

Tagged with: Equities, Fixed Income, Global Economy, Global Investing, Interest Rates

We remain dollar bulls given the likelihood of superior U.S. economic performance

We believe the weakness in the U.S. dollar is likely to remain temporary and that we can use the current correction to rebuild our dollar risk position. We expect the U.S. economy to outperform because it has fewer structural rigidities and should enjoy greater long-term productivity gains than comparable economies.

Tagged with: Global Economy, Monetary Policy, U.S. Economy

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

Learning Center: Non-qualified deferred compensation

Deferred compensation plans are not under ERISA – although they may have to fulfill certain ERISA reporting requirements — and therefore do not have the rules that an ERISA plan would have concerning participation requirements and contribution limits. Generally with a deferred compensation plan, taxation does not occur until constructive receipt.

Tagged with: New Tax Regime, Uncategorized
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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 March 31, 2015. Source: Ameriprise Q1 Earnings Release. Includes all assets managed by entities in the Columbia and Threadneedle groups of companies. Contact us for more current data.