Search results for: labor

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Harnessing Fixed-Income Returns Through The Cycle

There are four unique, major fixed-income risks – duration, credit, inflation and currency – and different fixed-income investments respond to them differently. Applying a full understanding of the four risks to a fixed-income portfolio may yield a better risk-return outcome.

| | Tagged with: Asset Allocation, Fixed Income, Interest Rates, Investing, Portfolio Strategies

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

College costs 101

Your child’s dream is to go to college. Your dream is to pay for it.

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

Commodities – Time to start reloading

Base metals, U.S. natural gas, grains and now oil are all trading at price levels that are signalling producers to cut production. We see the over-production of oil as temporary and the market balancing in Q3 2015, and while this will leave significant inventories to work through, prices should recover into year end.

Tagged with: Global Economy, Global Perspectives, Investing

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

Political and fiscal reality finally trump willingness in Puerto Rico

The Puerto Rican government’s willingness to pay debt service on time and in full was finally overcome by economic and fiscal realities. The shift from impairing only some public corporation [i.e., Puerto Rico Electric Power Authority (PREPA)] debt to all Commonwealth debt was probably inevitable given the unwillingness to make draconian spending cuts, a lack of economic growth and dwindling liquidity across the entire Puerto Rican government complex, including the Government Development Bank (GDB).

Tagged with: Columbia Funds, Economy, Fixed Income, Muni Perspectives, Muni Perspectives Blog, Municipal Bonds

U.S. rates — When the facts change

Prospective returns for Treasuries now look poor across the curve—not just at the front end. Yield curves tend to flatten as central banks raise short-term rates, but valuations have now moved beyond the point where these trades make sense.

Tagged with: Economy, Fixed Income, U.S. Economy

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 $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.