Search results for: productivity

Profit margin watch

Corporate profit margins can come under pronounced pressure from various forms of disruption. Firms need to invest in technology and distribution systems to support customer preferences and stay competitive.

Tagged with: Equities, Investing, Markets

To infinity and beyond!

Financial markets are now questioning the time limit on an infinite QE policy and what lies beyond its expiration. While volatility and corrections are unpleasant, they can motivate investors to focus on fundamental issues such as capital investment and labor productivity.

Tagged with: Economy, Investing, Markets

India’s new government fires investor enthusiasm

The landslide victory of the pro-business Bharatiya Janata Party (BJP) has transformed investor sentiment towards India. As the new government puts its stamp on policy, it will create investment opportunities not only in the domestic economy but also in sectors exposed to government-led reform.

Tagged with: Global Economy, Investing

Scarce growth — Can the tortoises continue to outpace the hares?

Recent selloff has tested stance that investors would benefit from seeking scarce growth, so long as that growth did not become wildly overvalued. We appear to be moving into a “sorting out” stage where investors begin to more granularly assess both the fundamentals and the incremental opportunities.

Tagged with: Equities, Investing, Markets

Is Europe heading for Japanese-style deflation?

Although there are many differences that should ensure that the eurozone does not follow Japan‘s fate, policymakers will need to act forcefully if the risk of deflation intensifies. While the euro area appears to be on track to avert deflation in the short term, many euro countries are “one crisis away from deflation.”
The European Central Bank (ECB) claims to be ahead of the game, but policy needs to be more pro-active.

Tagged with: Global Economy, Investing

Antibiotic resistance — What it means for drug manufacturers, hospitals and diagnostic companies

Overuse of antibiotics has led to new classes of “super bugs” that are resistant to current or traditional antibiotic treatments. Legislative and economic incentives are driving innovation and adoption of new technologies in the antibiotic resistance category across the investable healthcare spectrum.

Tagged with: Equities, Investing

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

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.