Search results for: recession

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Should investors be worried about consumer borrowing?

Credit to prime and non-prime borrowers is expanding, which is helping support the consumer. Repayment and delinquency data suggest that borrowers are handling most debt burdens relatively well.

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

Room to run

While the current U.S. business cycle is likely past its mid-point, its durability should not be measured by length alone. The tepid nature of the recovery has prevented the build-up of excesses that normally precede recessions.

Tagged with: Economy, Global Economy, Investing

State and local government pension update

Concerns about pension plan solvency are widespread and attention-grabbing, yet unjustified in some cases. Pension funded ratios have declined at the state and local levels, though the cost of funding required contributions remains manageable.

Tagged with: Muni Perspectives, Muni Perspectives Blog, Municipal Bonds

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

A less certain world favors high-quality stocks

Current sentiment indicators do not suggest that Europe is heading back towards recession, though GDP growth will remain subdued. If Q3 sees a rebound, full QE may be unlikely this year, but any further weakness will increase the pressure on the ECB to act.

Tagged with: Economy, Equities, Global Economy, Investing, Markets

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

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

Release the doves

The Fed (and all central banks) is highly sensitive to shifts in inflation expectations by either consumers or the markets. The one-year TIP breakeven appears to be pricing in some deflationary pulse and is also pulling down longer term inflation expectations across the curve.

Tagged with: Economy, Global Economy, Investing

Ghost of crises past

The market’s extended period of low volatility was shattered in the past month. While it is possible fear-driven selling could resume or accelerate, we do not believe this is the most likely outcome.

| Tagged with: Economy, Investing, Markets

Investment themes for a “Groundhog Day” world

Pursue a realistic income goal with more than bonds. Common stocks and a variety of other corporate securities may yield as much as bonds with greater return potential over time.

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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.