Search results for: service robots

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Waiting on wages

The latest wage data is mixed, with some measures pointing higher while others appear quite sluggish. Wages in the goods producing industries have been hit particularly hard due to the energy and export/dollar impact, although service industries appear insulated. 
It seems likely that the Fed will await more convincing evidence that global factors have run their course and allow the normal relationship between falling unemployment rates and tighter labor markets to strengthen.

Tagged with: Economic Policy, U.S. Economy

Interest rates in a highly indebted economy

In a highly indebted economy, there is no fixed cap on the level of interest rates. Any increase in interest rates must be consistent with tolerable debt service ratios, the existing stock of debt and private sector savings.

Tagged with: Economy, Fixed Income, Investing, Markets

How will California’s drought affect water utility revenue bonds?

The effects of the California drought will last for decades as residents adjust to using less water while paying more to support necessary water infrastructure to ensure adequate supply. Key factors when assessing credit quality of water utilities are water supply sources and rate flexibility.

Tagged with: Municipal Bonds, U.S. Economy

Death, taxes and Medicaid expansion

Almost as certain as death and taxes is Medicaid expansion under ACA and the move by states toward Medicaid managed care and away from traditional fee-for-service. Medicaid managed care enrollment will expand as states transition beneficiaries from fee-for-service coverage to managed care and the “opt-in” states broaden eligibility.

Tagged with: Equities, Investing

Greece — The market’s odyssey

The events of the past few weeks underscore the linkage between domestic political willingness to service debts and the likelihood of capital controls and/or eurozone exit. Greece’s negotiations with its creditors provide lessons on eurozone creditor reaction functions, which will inform the market’s pricing of risk.

Tagged with: Global Economy, Global Investing, Markets

Political and fiscal reality finally trump willingness in Puerto Rico

The Puerto Rican government’s willingness to pay debt service on time and in full was finally overcome by economic and fiscal realities. The shift from impairing only some public corporation [i.e., Puerto Rico Electric Power Authority (PREPA)] debt to all Commonwealth debt was probably inevitable given the unwillingness to make draconian spending cuts, a lack of economic growth and dwindling liquidity across the entire Puerto Rican government complex, including the Government Development Bank (GDB).

Tagged with: Columbia Funds, Economy, Fixed Income, Muni Perspectives, Muni Perspectives Blog, Municipal Bonds

Prioritizing productivity

Demographic trends in the world’s largest economies put an urgent focus on potential drivers of productivity. We believe that actively seeking investments that can positively impact economic productivity will be a pillar of successful investing.

Tagged with: Economic Policy, Economic/Markets Outlook, Global Economy, Global Investing, Markets

Obsolescence and disruption – The new capacity utilization

We believe that company- and industry-specific forces will remain important factors in stock selection. We will continue to look for companies that are making smart investments in the future.

Tagged with: Equities, Investing

Sustainable growth rate repeal – Spring comes to Washington

If Washington repeals SGR, it would be a positive for healthcare providers because it dodges what could have been major cuts while removing the overhang of potential cuts in the future. While investors have been conditioned to assume an annual “doc fix” at this point, the removal of a significant overhang also benefits service providers.

Tagged with: Equities, Global Perspectives, Investing

Data breaches — What they mean for retailers, consumers and investors

More than 1,000 retailers have been affected by the same malware that caused Target and Home Depot data breaches. The number of data breaches will continue to increase and cost retailers millions in IT spending and damage control.

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.