Search results for: healthcare

  2. 1
  3. 2

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

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

Cutting-edge science abounds across therapeutic categories

Investors in the healthcare industry are enthusiastic and, in some cases, stock valuations may be similarly optimistic. Investors who provide funds to develop new therapies should expect and even demand significant scientific breakthroughs.

Tagged with: Equities, 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

Demographics — Inexorable trend, inevitable outcome?

Demographic change is likely to have a profound impact on financial markets, and investors can use demographic analysis to point the way to the most worthwhile areas for further research. The most significant impact on investing will be the gradual migration from traditional country-based asset allocation models to those based on exposures to demographic trends.

Tagged with: Global Investing

Sustainable growth rate repeal – Spring comes to Washington

If Washington repeals SGR, it would be a positive for healthcare providers because it dodges what could have been major cuts while removing the overhang of potential cuts in the future. While investors have been conditioned to assume an annual “doc fix” at this point, the removal of a significant overhang also benefits service providers.

Tagged with: Equities, Global Perspectives, Investing

Pension weeds are choking the Garden State

A lagging economy, budget imbalances and rapidly growing long-term liabilities are driving credit rating agency downgrades in New Jersey. With pension and other post-employment benefits liabilities growing at an unsustainable rate, the state needs to pursue additional politically difficult decisions and reforms.
New Jersey remains investment grade, but the state is likely to see continued volatility and credit rating pressures.

Tagged with: Fixed Income, Global Perspectives, Municipal Bonds, Tax Strategies

Investing like Lee Kuan Yew

Under Lee Kuan Yew’s leadership, Singapore rose from a sleepy British colonial trading post to become one of the wealthiest per capita nations in the world. The two key pillars of Singapore’s historical ascent were a continuing focus on disciplined governance reforms and improvement, and a relentless drive to climb the value chain in production.

Tagged with: Equities, Fixed Income, Global Economy
  2. 1
  3. 2

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.