Search results for: recession

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Inflation — The usual suspects

Four factors figure empirically into how and why inflation moves: (1) commodity prices, (2) spare capacity, (3) changes in exchange rates, and (4) monetary policy. These same factors argue for a gradual recovery in U.S. inflation in the year ahead, which could be a headwind for high-quality fixed-income returns.

Tagged with: Economy, Fixed Income

Is there opportunity in small-cap banks?

As profitability rebounded from the financial crisis and return on assets improved in 2012 and 2013, the banking industry once again began to outperform. We continue to see growth in commercial and industrial loans as a positive indication for the economy.

Tagged with: Equities, Investing, Markets

Millennials, are you ready to take the next steps?

As a group, Millennials are intensely conservative when it comes to investments. Avoiding equities and saving cash in lower yielding, lower risk accounts is jeopardizing Millennials’ long-term financial security.

Tagged with: Investing

Where’s Waldo? Be on the lookout for rising costs in a low growth world

Broad measures of cost inflation (PPI and CPI) growth rates have remained near 2% for the past three years. However, sharp increases have occurred in isolated areas like trucking, but the effect is far-reaching.

Tagged with: Equities, Investing

The U.S. labor market — Show me the money

It is unclear if recent improvements in U.S. labor market data are due to less slack or government-related measures to support worker income and benefits. Occupations with some scarcity of qualified labor have seen some wage pressures, but the gains are likely due to one-time minimum wage hikes.

Tagged with: Economy, U.S. Economy

Asset allocation: Q4 equity strategy

After the recent correction and with the breadth of our asset allocation research still favoring equities, we are rebuilding an equity overweight, primarily using U.S. large-cap stocks. While the Fed heads toward the exit, the European Central Bank is planning to provide further monetary easing and the Bank of Japan is continuing to expand its balance sheet.

Tagged with: Asset Allocation, Economy, Equities, Investing, Markets, 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 $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.