Latest Perspectives

U.S. Economy

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The aggregate decision-making around capital allocation would appear to continue to support a strong global competitive position for U.S. companies. Leading American companies are making long-term investments and investors are giving the most compelling of them a lot of credit for those long-term choices.

Tagged with: Economic Policy, Economy, Equities, Investing, U.S. Economy

We believe a disciplined dividend strategy that focuses on rising dividends is a necessary component for building long-term wealth and consistently growing income. Companies that successfully increase their dividend typically do so because there is growth in operating free cash flow.

| Tagged with: Dividend Investing, Economic Policy, Equities, Interest Rates, Investing, Monetary Policy, U.S. Economy

 Adapted from a 9/22/15 CNBC interview. Q: Given the recent volatility across global markets, what are your biggest priorities for investment strategy and where are you finding value?

Tagged with: Asset Allocation, Economic Policy, Economic/Markets Outlook, Economy, Equities, Global Economy, Global Investing, Investing, Markets, U.S. Economy

U.S. drug price inflation is a growing concern, with prescription drug spending now at 16% of total healthcare spending and branded drug prices increasing more than 10% in recent years. Nonetheless, we expect no material changes over the next several years, regardless of which party wins the White House.

Tagged with: Industry/Sector Commentary, Investing, U.S. Economy

In the next Fed tightening cycle, another “bear flattener” may occur, during which short rates increase and long rates either decline or rise less than short rates. Such a bear flattener is likely to result in long muni bonds outperforming shorter bonds.

| Tagged with: Investing, Monetary Policy, Municipal Bonds, Tax Strategies, U.S. Economy

Preventing a government shutdown will be a key priority as Congress reconvenes. Opportunities to forge ahead on new policy will be limited as fiscal challenges continue to demand attention.

Tagged with: Economic Policy, Global Economy, U.S. Economy

This week’s Global Perspectives focuses on market volatility with the goal of putting the recent market swings in context, helping investors keep calm and identifying potential opportunities. Summer clearance sale for high-quality growth companies by Tom Galvin, Senior Portfolio Manager

What has really changed in markets?

| | Tagged with: Economic/Markets Outlook, Economy, Equities, Global Economy, Global Investing, Interest Rates, Investing, Markets, Monetary Policy, U.S. Economy

While owners of Puerto-Rico-related municipal bonds have a bleak prospect, investors in other muni bonds can expect virtually no impact. Apart from Puerto Rico and a few other volatile outliers, we believe the municipal bond market remains fundamentally healthy.

Tagged with: Fixed Income, Investing, Muni Perspectives, Municipal Bonds, U.S. Economy

Defaults on all types of Puerto Rico governmental debt appear almost certain. Current investors should brace themselves for an extended period of receiving no interest income and additional price volatility.

Tagged with: Fixed Income, Investing, Municipal Bonds, U.S. Economy

Credit to prime and non-prime borrowers is expanding, which is helping support the consumer. Repayment and delinquency data suggest that borrowers are handling most debt burdens relatively well.

Tagged with: Industry/Sector Commentary, Monetary 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.