Search results for: manufacturing

Special report — Commodity markets outlook

In the following Q&A, David Donora, Head of Commodities for Threadneedle Investments, addresses some of the key concerns currently facing investors in commodity markets, and explains his view of the outlook for the market. What is your outlook for commodities for the remainder of 2014?

Tagged with: Global Economy, Investing, Markets

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

European equities – Yesterday’s bears become today’s bulls

We expect to see European earnings and economic growth expectations firming during the year. Even with the strong move in markets so far this year, European equity valuations are not unattractive in our view.

Tagged with: Global Economy, Global Investing, Global Perspectives

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 pursuit of pricing power

Recent oil and commodity price declines have raised concerns about global deflation and price stability. Areas with pricing power deserve a premium, and as with any merchandise, when it is increasingly scarce, that premium can become substantial.

Tagged with: Equities, Global Perspectives, Investing, Markets

Where’s Waldo? Be on the lookout for rising costs in a low growth world

Broad measures of cost inflation (PPI and CPI) growth rates have remained near 2% for the past three years. However, sharp increases have occurred in isolated areas like trucking, but the effect is far-reaching.

Tagged with: Equities, Investing

Second quarter earnings preview

We believe YTD valuation improvement in stocks is more likely the result of basic supply and demand than an upward revision off corporate prospects. Going into corporate reporting season, we’re focused on whether the cyclical sectors show some signs of increasing activity.

Tagged with: Equities, Investing, Markets

Special report — 2014 mid-year review and outlook

Key investment professionals review the first half of 2014 and share their insights into what may be ahead for the second half of the year. Interest rates

Zach Pandl, Portfolio manager and strategist

Review:

Government bond yields declined in early 2014, both in the U.S. and in other developed market economies.

Tagged with: Asset Allocation, Economy, Equities, Fixed Income, Global Economy, Investing, U.S. Economy

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.