Search results for: affordable care act

  1.  
  2. 1
  3. 2
  4. 3

Death, taxes and Medicaid expansion

Almost as certain as death and taxes is Medicaid expansion under ACA and the move by states toward Medicaid managed care and away from traditional fee-for-service. Medicaid managed care enrollment will expand as states transition beneficiaries from fee-for-service coverage to managed care and the “opt-in” states broaden eligibility.

Tagged with: Equities, Investing

Antibiotic resistance — What it means for drug manufacturers, hospitals and diagnostic companies

Overuse of antibiotics has led to new classes of “super bugs” that are resistant to current or traditional antibiotic treatments. Legislative and economic incentives are driving innovation and adoption of new technologies in the antibiotic resistance category across the investable healthcare spectrum.

Tagged with: Equities, Investing

Update on U.S. healthcare

The Affordable Care Act (ACA) has expanded insurance coverage, but will face more legal, logistical, and likely, economic, challenges. 
From the investor’s standpoint, the market responded to the law; ACA’s prelude and implementation has been a boon. While the market will fluctuate, there remain attractive investments across the range of healthcare products and services.

Tagged with: Equities, Global Perspectives, Investing

Profit margin watch

Corporate profit margins can come under pronounced pressure from various forms of disruption. Firms need to invest in technology and distribution systems to support customer preferences and stay competitive.

Tagged with: Equities, Investing, Markets

Puerto Rico’s credit challenges intensify

Puerto Rico’s new debt restructuring law led to a Moody’s downgrade. Our assessment of the relative strength of Puerto Rico’s general obligation bonds remains unchanged, as they are not covered by the new law.

Tagged with: Fixed Income, Investing

A less certain world favors high-quality stocks

Current sentiment indicators do not suggest that Europe is heading back towards recession, though GDP growth will remain subdued. If Q3 sees a rebound, full QE may be unlikely this year, but any further weakness will increase the pressure on the ECB to act.

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

Municipal pension obligations: Why fear about underfunding may be unjustified, and why Chapter 9 will never become pervasive (save a few outliers)

Concerns about plan solvency are widespread and attention-grabbing, though perhaps unjustified. Collectively, pension funded ratios have declined at the state and local level, though the cost of funding actuarially required contributions remains manageable as a percent of governmental spending.

Tagged with: Fixed Income, New Tax Regime

Is Europe heading for Japanese-style deflation?

Although there are many differences that should ensure that the eurozone does not follow Japan‘s fate, policymakers will need to act forcefully if the risk of deflation intensifies. While the euro area appears to be on track to avert deflation in the short term, many euro countries are “one crisis away from deflation.”
The European Central Bank (ECB) claims to be ahead of the game, but policy needs to be more pro-active.

Tagged with: Global Economy, Investing

Is Europe Heading for Japanese-style Deflation?

There are many parallels between the euro area today and Japan in the 1990s. The euro area appears to be on track to avert deflation in the short term.

Tagged with: Equities, Global Economy, Investing, Markets

Should investors be cheering Japan’s new stimulus program?

Stock markets rose on the announcement that the government of Prime Minister Shinzo Abe was significantly stepping up its policy actions. The other major announcement was that the Government Pension Investment Fund will shift its asset allocation to domestic equities and foreign bonds/equities away from domestic bonds.

Tagged with: Equities, Global Economy, Investing
  1.  
  2. 1
  3. 2
  4. 3

About Us

Backed by more than 100 years of experience, Columbia Management is one of the nation’s largest asset managers. At the heart of our success and, most importantly, that of our investors, are highly talented industry professionals, brought together by a unique way of working. At Columbia Management, reaching our performance goals matters, and how we reach them matters just as much.