Search results for: healthcare

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Emerging markets: Out of adversity comes opportunity?

Investors should differentiate between EM countries that have made the most progress in tackling economic imbalances and setting themselves up for stronger growth vs. those where there is more to do.

Tagged with: Economy, Emerging Markets, Global Economy, Global Investing, Global Perspectives, Investing, Markets

Is the biotech pullback a buying opportunity?

Fundamentally, the outlook for biotech is as strong as ever. Drug price controls are unlikely to happen for the next decade despite the political rhetoric.

Tagged with: Equities, Industry/Sector Commentary, Investing

Do growth stocks still have room to run?

While growth and value stocks have historically traded off leadership roles, we do not think that a decisive shift towards value is in the works. We think that investing in competitively advantaged innovators is extremely important and that the best defense against potentially disruptive changes is to invest in them.

Tagged with: Economic/Markets Outlook, Economy, Emerging Markets, Equities, Global Perspectives, Investing, Markets, Portfolio Strategies

What can inventories tell us about the 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

What investors should know about China’s stock market rally

China’s government owns a significant share of companies which they need to unwind, and this is going to hang over the stock market in the months and years to come. We expect China’s economy will slow as it transforms from an industrial, manufacturing economy to a consumption-driven, service-focused market.

Tagged with: Economic/Markets Outlook, Economy, Global Perspectives, Markets

Is biotech in a bubble or a golden age?

We recognize concerns over biotech valuation, are mindful of commentary from Yellen and agree that there are pockets of froth — but that is only a portion of the picture. Despite some signs of potential excess, overall research productivity is remarkable and we believe the group can appreciate further.

Tagged with: Industry/Sector Commentary

The case for active equity management

The growth of passively managed funds adds to market inefficiency by increasing the prevalence of price indiscriminate buyers and sellers. This can create inefficiencies that active managers can exploit.

Tagged with: Economy, Equities, Global Investing, Global Perspectives, Investing, Markets

Emerging market equities — Still a world of opportunity

Despite a disappointing last five years, the structural growth drivers that have long made emerging markets an attractive area in which to invest are as compelling as ever. While emerging markets may be a single asset class, they are anything but homogenous.

Tagged with: Equities, Global Economy, Investing

Oil and the high yield market

By Jennifer Ponce de Leon, Senior Portfolio Manager and Head of High Yield and Mark Van Holland, CFA, Senior Portfolio Manager 

Size of the Energy Sector

Because the energy sector is a large component of the U.S. high yield market relative to some other asset classes, the market has received increased scrutiny due to recent declines in oil prices. Prior to the recent sell off, energy accounted for more than 15% of the high yield market, making it by far the largest industry (healthcare is the second largest at approximately 8.5%).

Tagged with: Fixed Income, Investing

Ramifications of Republican romp

Republicans exceeded expectations across the board, gaining control of the Senate and picking up significant net new seats in the House as well as in state capitols. We aren’t expecting the GOP to embark on a politically self-destructive path regarding debt limits and potential government shutdowns.

Tagged with: Equities, Investing, Markets
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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.