Search results for: home sales

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U.S. housing — A positive signal amidst the noise

While there has been a broad slowing in the last 15 months, the U.S. housing market has stabilized and started to recover. Homebuilders are catering to upscale buyers where financing is less of a constraint, and also building larger and more expensive homes.

Tagged with: Economy, U.S. Economy

Missing links and multipliers

Several forces are colliding now and causing a downshift in the trajectory of the U.S. housing recovery. Household formations remain at multi-year lows due in large part to mediocre income and job gains in combination with high student loan debt by 25 – 45 year old homebuyers.

Tagged with: Economy, U.S. Economy

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

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

The price of flexibility

Disruption from the West Coast port strikes is likely to continue for several months. The situation could pressure both sales and margin for retailers ahead of the Easter holiday.

Tagged with: Equities, Global Perspectives, Investing

Half-time report on the U.S. consumer

U.S. consumers have taken a more cautious attitude toward debt and been more selective about using it for discretionary purchases. With consumers using credit cards less and using debit cards much more, the supports for higher discretionary spending are keyed off income and wages and also employment.

Tagged with: Economy, U.S. Economy

Lost in translation – More than just a strong dollar?

The strong U.S. dollar has weighed on the results of global firms that report in dollars. But investors think there may be some end-market weakness hiding in the currency translation effects.

Tagged with: Economy, Equities, Global Economy, Global Perspectives

Ebola virus is spreading

The Ebola outbreak is the largest and most serious outbreak ever of this highly-contagious viral disease. Despite the scary headlines, the virus seems unlikely to spread inside the U.S. or other parts of the developed world.

Tagged with: Economy, Equities
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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 December 31, 2014. Source: Ameriprise Q4 Earnings Release. Includes all assets managed by entities in the Columbia and Threadneedle groups of companies. Contact us for more current data.