Search results for: structural trends

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Demographics — Inexorable trend, inevitable outcome?

Demographic change is likely to have a profound impact on financial markets, and investors can use demographic analysis to point the way to the most worthwhile areas for further research. The most significant impact on investing will be the gradual migration from traditional country-based asset allocation models to those based on exposures to demographic trends.

Tagged with: Global Investing

Ahead of the trends — Washington update on retirement savings initiatives

Various federal government initiatives, including tax reform, will impact the way Americans save for retirement. Trends to watch include enforcement, pension de-risking and participant empowerment measures.

Tagged with: New Tax Regime, Uncategorized

Trends in U.S. healthcare spending and the direction of managed care

Structural changes in healthcare delivery and consumer options are leading to aligned incentives for better health outcomes and slower cost growth. Total healthcare spending growth is positive for providers of all kinds, while subdued per capita spending is positive for health insurers.

Tagged with: Industry/Sector Commentary, Investing

Data dependence, broadly defined – Implications of last week’s Fed meeting

Last week’s FOMC meeting was the third largest dovish surprise in the QE era, only bested by the original QE1 announcement and the September 2013 “no taper” decision. We continue to expect the FOMC to hike rates in September, and the pace of rate hikes thereafter should be faster than markets are currently pricing.

Tagged with: Economy, Global Perspectives, Investing

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

Europe’s virtuous cycle

The European equity market offers attractive valuations and these have cheapened meaningfully following August’s volatility. We believe European domestic stocks can continue to deliver positive earnings revisions even in a world where China is slowing.

Tagged with: Equities, Global Economy, Global Investing

Market volatility: Goldilocks in peril?

We have been in a “Goldilocks” economy, where growth was persistent, but still modest enough to be supported by central bank easing at any sign of weakness. That backdrop is changing, with stresses emanating from the emerging markets and limits to incremental central bank actions.

Tagged with: Economy, Global Economy, Global Investing, 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

College costs 101

Your child’s dream is to go to college. Your dream is to pay for it.

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
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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.