Search results for: labor

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It’s back-to-school — but for whom?

Back-to-school time should not only be about preparing for the kids’ current school year but also for their college years and beyond. Gen X-ers and older alums are often shocked when they become aware how much college costs have risen since they were on campus.

Tagged with: 529 Plans, Investing, Tax Strategies

Causes and consequences of Puerto Rico’s sudden decline

The loss of normal market access over the last two years is finally starting to impair Puerto Rico’s ability to finance structural budgetary gaps. It’s difficult to determine ultimate recovery given dated financials, the heavy influence of politics and uncertainty about how various legal pledges will be treated under the fiscal adjustment plan or in court proceedings.

Tagged with: Municipal Bonds, U.S. Economy

What are the credit markets telling asset allocators?

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

China unpegged?

Despite China’s move last week to devalue its exchange rate, the yuan is still materially stronger against most currencies. What is crucial is whether this move is followed by further depreciation or additional easing efforts.

Tagged with: Currency, Economic Policy, Global Economy, Monetary Policy

A December rate hike would not be the Fed’s first act of tightening

Investors preparing for the shock on risk-on assets as a result of Fed tightening may be surprised to realize that they have already been feeling these shocks. The impact of a single 25 basis point hike as a part of a slow, years-long rate-rise cycle will likely be modest compared to the impact of the end of QE3.

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

Prioritizing productivity

Demographic trends in the world’s largest economies put an urgent focus on potential drivers of productivity. We believe that actively seeking investments that can positively impact economic productivity will be a pillar of successful investing.

Tagged with: Economic Policy, Economic/Markets Outlook, Global Economy, Global Investing, Markets

It’s Groundhog Day for the markets

The likelihood of subdued economic growth means that interest rates will be lower for longer. There will no longer be a rising tide of U.S.-led QE that lifts all boats. 

We think that a selective approach in equities will pay off as investors focus more on valuations and fundamentals.

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

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

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

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
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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.