Search results for: government spending

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Challenges facing government money market funds

Investors with no risk tolerance or who need stable $1 NAV will likely gravitate towards government money market funds. Such funds may provide peace of mind and liquidity, but will be challenged to offer a competitive yield.

Tagged with: Global Perspectives, Investing

What investors should know about China’s stock market rally

China’s government owns a significant share of companies which they need to unwind, and this is going to hang over the stock market in the months and years to come. We expect China’s economy will slow as it transforms from an industrial, manufacturing economy to a consumption-driven, service-focused market.

Tagged with: Economic/Markets Outlook, Economy, Global Perspectives, Markets

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

The U.S. Consumer: What are their latest spending trends?

Consumers are increasingly spending on experiences over things, while spending on durables continues to take share from non-durables. Traditional retailers are likely to remain under pressure for the foreseeable future although there are several categories which are bucking the trend.

Tagged with: Global Perspectives, Investing, U.S. Economy

State of Illinois budget gap — staggering, yet fixable

Illinois’ structural budget deficit is fixable, but will likely require tax increases in addition to spending cuts. The Illinois Supreme Court’s rejection of 2013 pension reform will make resolving the State’s pension burden more challenging, but not impossible.

Tagged with: Fixed Income, Muni Perspectives, Municipal Bonds

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

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

Barbarians at the gate – Positive signs for third arrow* progress in Japan

Improved corporate governance, especially as it relates to capital allocation, is a key component to third arrow efforts for Abenomics. To create urgency among corporate managements towards reform, we believe the Japanese government should move to gradually but consistently improve shareholder rights.

Tagged with: Global Perspectives

2015 – The year of living carefully?

We expect high yield and emerging markets debt to deliver better returns in either a slow growth or inflationary recovery scenario. Investors should brace for higher levels of price volatility as monetary policy continues to move in different directions around the globe.

Tagged with: Fixed Income, Global Perspectives, Investing

Emerging market debt: An end to the agony?

Capitulation by many EMD investors has created opportunities in many of the more resilient countries. We favor countries moving down the reform path and where there is significant impetus to reign in excessive government spending.

Tagged with: Commodities, Economic Policy, Emerging Markets, Equities, Fixed Income, Global Economy, Global 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 $471 billion†† of assets across developed and emerging market equities, fixed income, asset allocation solutions and alternatives.

††In U.S. dollars as of September 30, 2015. Source: Ameriprise Q3 Earnings Release. Includes all assets managed by entities in the Columbia and Threadneedle groups of companies. Contact us for more current data.