Search results for: taxes

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Update on U.S. healthcare

The Affordable Care Act (ACA) has expanded insurance coverage, but will face more legal, logistical, and likely, economic, challenges. 
From the investor’s standpoint, the market responded to the law; ACA’s prelude and implementation has been a boon. While the market will fluctuate, there remain attractive investments across the range of healthcare products and services.

Tagged with: Equities, Global Perspectives, Investing

Muni market – Favorable environment remains in place

After 13 consecutive months of positive returns, it is not surprising that the muni market has taken a step backward. We believe that the muni market remains on sound footing due to supportive market fundamentals and technicals, as well as our entrenched high tax environment.

Tagged with: Fixed Income, Global Perspectives, Investing, Muni Perspectives, Muni Perspectives Blog, Municipal Bonds

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

Oil price decline mostly positive for municipals…at least for now

Most states and local governments should benefit from higher tax receipts as more consumer discretionary income leads to a pick-up in spending. Negative effects will be localized around energy producing areas, especially if oil prices stay low for an extended period.

Tagged with: Fixed Income, Muni Perspectives Blog

Detroit bankruptcy — One year later

Ability is not the same as willingness to pay. Political pressures continue to influence the Bankruptcy process, potentially to the detriment of bondholders and leaving politically-connected stakeholders more equal than others.

Tagged with: Fixed Income, New Tax Regime

A big bite of the Apple?

We believe that the investment-grade universe has an adequate capital structure that balances shareholders and debtholders, suggesting the credit cycle is in the middle of the expansion stage. While Apple’s rise in debt has significantly outpaced its earnings growth, this is an appropriate capital structure for a maturing company.

Tagged with: Investing

Detroit and Stockton are game changers for municipalities in fiscal distress

Contrary to past experience and conventional wisdom, general obligation bonds are not sacrosanct and very low recovery rates are possible. Pensioners and other politically favored classes are likely to be treated more kindly than bondholders.

Tagged with: Fixed Income, Investing, Muni Perspectives Blog

Learn more about the Columbia AMT-Free Intermediate Muni Bond Fund

Americans are paying as much as 43.4% of their income in federal taxes. For investors seeking tax-exempt income without excessive risk — even compared to other muni funds — Columbia AMT-Free Intermediate Muni Bond Fund may be an attractive solution.

Tagged with: Columbia Funds, Fixed Income, Municipal Bonds, Portfolio Strategies, Tax Strategies
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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 March 31, 2015. Source: Ameriprise Q1 Earnings Release. Includes all assets managed by entities in the Columbia and Threadneedle groups of companies. Contact us for more current data.