Search results for: home sales

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Counting on housing

Housing demand in the U.S. has not fully recovered from the last recession and there is much room for further gains. There are few if any excesses evident so far arguing for steady progress ahead.

Tagged with: Economy, U.S. Economy

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

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

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

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

Europe’s virtuous cycle

The European equity market offers attractive valuations and these have cheapened meaningfully following August’s volatility. We believe European domestic stocks can continue to deliver positive earnings revisions even in a world where China is slowing.

Tagged with: Equities, Global Economy, Global Investing

It’s back-to-school — but for whom?

Back-to-school time should not only be about preparing for the kids’ current school year but also for their college years and beyond. Gen X-ers and older alums are often shocked when they become aware how much college costs have risen since they were on campus.

Tagged with: 529 Plans, Investing, Tax Strategies

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

Muni market – Favorable environment remains in place

After 13 consecutive months of positive returns, it is not surprising that the muni market has taken a step backward. We believe that the muni market remains on sound footing due to supportive market fundamentals and technicals, as well as our entrenched high tax environment.

Tagged with: Fixed Income, Global Perspectives, Investing, Muni Perspectives, Muni Perspectives Blog, Municipal Bonds
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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 $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.