Latest Perspectives

U.S. Economy

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Consumers are increasingly spending on experiences over things, while spending on durables continues to take share from non-durables. Traditional retailers are likely to remain under pressure for the foreseeable future although there are several categories which are bucking the trend.

Tagged with: Global Perspectives, Investing, U.S. Economy

While an upside revision for US Q3 GDP is expected this week, most of the revision will be due to an unwelcome hike to inventories and only postpones the inevitable drag to coming quarters. While not entirely unexpected, the strength of the U.S. dollar has sunk demand for U.S. goods and hurt our competitive position, resulting in reduced exports and ongoing production cutbacks.

Tagged with: Economy, Global Perspectives, U.S. Economy

While the market may still rally to new highs, the late August free fall in stock prices and spike in volatility served as a wake-up call for investors. 
In the past ten weeks, major equity indices have recovered virtually all the losses experienced during the August swoon. The recent rally gives investors a second opportunity to position their portfolio for an important inflection point in monetary policy as the Fed likely starts raising interest rates.

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

Since the Great Recession, banks have been a dirty word used by politicians and other pundits. However, banks play an important role in the economy.

Tagged with: Industry/Sector Commentary, Interest Rates, Investing, Monetary Policy, U.S. Economy

Thank you for your continued interest in research and insights from Columbia Threadneedle Investments. Our Global Asset Allocation team continually monitors global economic and market conditions in order to develop our Investment Strategy Outlook.

Tagged with: Alternative Investments, Asset Allocation, Currency, Economy, Equities, Fixed Income, Global Perspectives, Investing, U.S. Economy

An investment strategy based purely on guessing where interest rates are headed is destined to miss the mark. We still expect the Fed to raise rates soon (but probably not in October) and we think longer term rates should drift higher (but we wouldn’t want to bet the farm on that).

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

The Center for Medicare Services has launched several pilot projects that explore alternative payment models with the goal of reducing healthcare cost while improving quality. CMS is already moving towards requiring bundled payments for certain procedures.

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

Lower energy prices are not a noticeable tailwind for industrial companies close to contraction in the North American energy sector. It is hard to picture enough good news this quarter to cause a significant change in sentiment for stocks in the industrial sector.

Tagged with: Commodities, Economy, Global Perspectives, Industry/Sector Commentary, Investing, Markets, U.S. Economy

Credit spreads can contain important information about investors’ expectations regarding risks to corporate solvency, and the economic cycle more generally. Rising credit spreads can also reveal strains in the financial system that are only later reflected in equity market valuations.

Tagged with: Investing, U.S. Economy

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
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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 $471 billion†† of assets across developed and emerging market equities, fixed income, asset allocation solutions and alternatives.

††In U.S. dollars as of September 30, 2015. Source: Ameriprise Q3 Earnings Release. Includes all assets managed by entities in the Columbia and Threadneedle groups of companies. Contact us for more current data.