Search results for: reform

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Tax reform proposals that could affect retirement savings

In his State of the Union address on January 20, the president outlined his agenda for tax reform, which includes provisions that could — if enacted — affect the retirement services industry. The White House released a fact sheet on the proposed tax code changes that were part of the State of the Union address.

Tagged with: New Tax Regime, Uncategorized

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

Asia’s emerging markets — Room to run

As emerging markets investors, we like Asia because of its strong reform momentum and the depth of its stock market. Rising interest rates will be good for exports and Asia’s earnings story.

Tagged with: Equities, Global Economy, Investing, Markets

State of Illinois budget gap — staggering, yet fixable

Illinois’ structural budget deficit is fixable, but will likely require tax increases in addition to spending cuts. The Illinois Supreme Court’s rejection of 2013 pension reform will make resolving the State’s pension burden more challenging, but not impossible.

Tagged with: Fixed Income, Muni Perspectives, Municipal Bonds

Chicago’s future is brighter than headlines suggest

Chicago has formidable pension challenges, but we believe Moody’s and the municipal market have overreacted. Chicago’s large, diverse and vibrant tax base, with a growing population in recent years, provides the necessary tools to manage its pension challenges over the long term.

Tagged with: Muni Perspectives, Muni Perspectives Blog

What to expect from U.S. midterm elections

While consensus suggests a slightly better than average chance of a GOP takeover, battle for control of the U.S. Senate is going to be a dramatically close call. When we examine how a GOP win might affect industries such as energy, healthcare and defense, it’s not as black-and-white as some people might think.

Tagged with: Economy, Equities, Investing, Markets

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

Barbarians at the gate – Positive signs for third arrow* progress in Japan

Improved corporate governance, especially as it relates to capital allocation, is a key component to third arrow efforts for Abenomics. To create urgency among corporate managements towards reform, we believe the Japanese government should move to gradually but consistently improve shareholder rights.

Tagged with: Global Perspectives

Ramifications of Republican romp

Republicans exceeded expectations across the board, gaining control of the Senate and picking up significant net new seats in the House as well as in state capitols. We aren’t expecting the GOP to embark on a politically self-destructive path regarding debt limits and potential government shutdowns.

Tagged with: Equities, Investing, Markets

Inversions and the growing scrutiny of corporate tax avoidance

While inversions are not new, the pace of inversions has rapidly increased in the last few years. We believe the debate over tax policy and perceived corporate tax avoidance will only grow from here.

Tagged with: Equities, Investing
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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.