Search results for: structural trends

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Yellen at Jackson Hole

At last week’s Jackson Hole Symposium Janet Yellen was not the dove we thought we knew. Balanced remarks on labor market and cumulative progress toward recovery put her views close to center of FOMC.

Tagged with: Economy, Fixed Income, Global Economy

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

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

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

Missing links and multipliers

Several forces are colliding now and causing a downshift in the trajectory of the U.S. housing recovery. Household formations remain at multi-year lows due in large part to mediocre income and job gains in combination with high student loan debt by 25 – 45 year old homebuyers.

Tagged with: Economy, 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

Slack and inflation

Today’s low unemployment rate indicates modest slack in labor market, which implies earlier Fed rate hikes and/or more inflation risk. The decline in labor force participation in recent years now looks mostly structural.

| Tagged with: Economy, Fixed Income, Investing

Three’s a party in India

Investors are concluding that the prospects for EM equities are as dim as ever. Yet evaluating EM as a monolithic whole is outdated and dangerous.

Tagged with: Equities, Global Economy, Global Perspectives

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

European equities – Yesterday’s bears become today’s bulls

We expect to see European earnings and economic growth expectations firming during the year. Even with the strong move in markets so far this year, European equity valuations are not unattractive in our view.

Tagged with: Global Economy, Global Investing, Global Perspectives
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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 $506 billion†† of assets across developed and emerging market equities, fixed income, asset allocation solutions and alternatives.

††In U.S. dollars as of December 31, 2014. Source: Ameriprise Q4 Earnings Release. Includes all assets managed by entities in the Columbia and Threadneedle groups of companies. Contact us for more current data.