Search results for: manufacturing

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Causes and consequences of Puerto Rico’s sudden decline

The loss of normal market access over the last two years is finally starting to impair Puerto Rico’s ability to finance structural budgetary gaps. It’s difficult to determine ultimate recovery given dated financials, the heavy influence of politics and uncertainty about how various legal pledges will be treated under the fiscal adjustment plan or in court proceedings.

Tagged with: Municipal Bonds, U.S. Economy

What can inventories tell us about the U.S. economy?

While an upside revision for US Q3 GDP is expected this week, most of the revision will be due to an unwelcome hike to inventories and only postpones the inevitable drag to coming quarters. While not entirely unexpected, the strength of the U.S. dollar has sunk demand for U.S. goods and hurt our competitive position, resulting in reduced exports and ongoing production cutbacks.

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

Five lessons from 25 years in the tech sector

Paul Wick has been investing in the technology sector longer than any other current portfolio manager of a U.S. technology fund. Back in 1990, when he started in the sector, Motorola had just introduced its flip phone, Apple had recently rolled out its beige box Mac Classic personal computer, and there were a lot of major subsectors that barely exist today – companies making UNIX computers and tape drives.

Tagged with: Equities, Industry/Sector Commentary, Investing

Biosimilars — The next biopharmaceutical growth story

Biosimilars — copies of high-priced bio-engineered therapeutic proteins and antibodies — have begun to be approved by regulators in both the EU and U.S.
There are huge health and financial benefits to be derived from the development of biosimilar markets in mature therapeutic categories. Even greater opportunities exist in the discovery and development of innovative biologic drugs that will save and improve lives and reduce the burden of disease.

Tagged with: Industry/Sector Commentary, 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

Waiting on wages

The latest wage data is mixed, with some measures pointing higher while others appear quite sluggish. Wages in the goods producing industries have been hit particularly hard due to the energy and export/dollar impact, although service industries appear insulated. 
It seems likely that the Fed will await more convincing evidence that global factors have run their course and allow the normal relationship between falling unemployment rates and tighter labor markets to strengthen.

Tagged with: Economic Policy, 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

Innovation and investment in “short-termist” America

The aggregate decision-making around capital allocation would appear to continue to support a strong global competitive position for U.S. companies. Leading American companies are making long-term investments and investors are giving the most compelling of them a lot of credit for those long-term choices.

Tagged with: Economic Policy, Economy, Equities, Investing, U.S. Economy

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

Third-quarter earnings report: Industrial worries

Lower energy prices are not a noticeable tailwind for industrial companies close to contraction in the North American energy sector. It is hard to picture enough good news this quarter to cause a significant change in sentiment for stocks in the industrial sector.

Tagged with: Commodities, Economy, Global Perspectives, Industry/Sector Commentary, Investing, Markets, U.S. Economy
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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.