Search results for: credit card debt

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Harnessing Fixed-Income Returns Through The Cycle

There are four unique, major fixed-income risks – duration, credit, inflation and currency – and different fixed-income investments respond to them differently. Applying a full understanding of the four risks to a fixed-income portfolio may yield a better risk-return outcome.

| | Tagged with: Asset Allocation, Fixed Income, Interest Rates, Investing, Portfolio Strategies

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

Reflections on Greece and China

Greece won’t repay its debt without substantial forgiveness. Creditors will realize that repayment of some portion of the debt is better than nothing.

Tagged with: Global Economy

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

Is CSX sounding the horn on the U.S. credit cycle?

CSX is one of the first old-line industrial companies to embark on a share buyback program funded from borrowing rather than free cash flow generation. Increasing leverage while top-line growth is anemic could signal that a new stage of the U.S. credit cycle has begun.

Finding bond opportunities throughout the business cycle

Global bond markets respond in different ways throughout the business cycle. A flexible strategy can adapt its risk complexion to capture opportunities and mitigate downside.

Tagged with: Fixed Income, Investing

A big bite of the Apple?

We believe that the investment-grade universe has an adequate capital structure that balances shareholders and debtholders, suggesting the credit cycle is in the middle of the expansion stage. While Apple’s rise in debt has significantly outpaced its earnings growth, this is an appropriate capital structure for a maturing company.

Tagged with: Investing

Political and fiscal reality finally trump willingness in Puerto Rico

The Puerto Rican government’s willingness to pay debt service on time and in full was finally overcome by economic and fiscal realities. The shift from impairing only some public corporation [i.e., Puerto Rico Electric Power Authority (PREPA)] debt to all Commonwealth debt was probably inevitable given the unwillingness to make draconian spending cuts, a lack of economic growth and dwindling liquidity across the entire Puerto Rican government complex, including the Government Development Bank (GDB).

Tagged with: Columbia Funds, Economy, Fixed Income, Muni Perspectives, Muni Perspectives Blog, Municipal Bonds

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
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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.