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

Is biotech in a bubble or a golden age?

We recognize concerns over biotech valuation, are mindful of commentary from Yellen and agree that there are pockets of froth — but that is only a portion of the picture. Despite some signs of potential excess, overall research productivity is remarkable and we believe the group can appreciate further.

Tagged with: Industry/Sector Commentary

We remain dollar bulls given the likelihood of superior U.S. economic performance

We believe the weakness in the U.S. dollar is likely to remain temporary and that we can use the current correction to rebuild our dollar risk position. We expect the U.S. economy to outperform because it has fewer structural rigidities and should enjoy greater long-term productivity gains than comparable economies.

Tagged with: Global Economy, Monetary Policy, U.S. Economy

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

What can derail high growth dominance? More widespread growth!

The fundamental growth prospects for the growth industries that have led markets recently generally remain solid. If there is a kryptonite for secular growth leadership, it would appear to be a change in perceptions regarding global growth prospects.

Tagged with: Economy, Equities, Global Investing, Investing, Markets, U.S. Economy

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

Labor friction — The latest chapter in the globalization and automation story

Labor friction occurs when the location and skillset of workers doesn’t match up with the location and skills required for the open positions. Technology, engineering and planning are being used to reduce on-site labor in one region and replace it with either a manufactured solution or labor from a lower cost region.

Tagged with: Industry/Sector Commentary, U.S. Economy

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

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

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

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 March 31, 2015. Source: Ameriprise Q1 Earnings Release. Includes all assets managed by entities in the Columbia and Threadneedle groups of companies. Contact us for more current data.