Search results for: retail sales

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Predicting new drug sales is more art than science

Predicting sales of new medicines is highly inaccurate and subject to significant and often costly errors. While investment analysts can draw on research tools and experience, history suggests new drug forecasting will remain more art than science.

Tagged with: Investing

Retail sector outlook — It’s a share game

We believe that many of the macro and micro headwinds experienced through 2013 will continue into 2014. Low correlations across apparel retailers and manufacturers provide opportunities to generate alpha through stock picking.

Tagged with: Equities, Investing

Apparel retail doldrums

Since 2011, consumer spending has been below average overall, and spending on retail apparel has been especially poor. A host of factors, from shifting consumer priorities to poor inventory control have forced apparel retailers to compete on price, and sales and profitability have suffered dramatically.

Tagged with: U.S. Economy

Thoughts on navigating market volatility in today’s technology markets

We are seeing a market rotation from momentum to value on macro factors and internal market dynamics. Keys are to stay diversified, look for businesses with strong moats and that produce solid cash flow and compare to historical valuations.

Tagged with: Equities, Investing

What’s behind the weakness in U.S. housing?

Existing U.S. home sales have been weak across all regions and this weakness pre-dates this year’s tough winter. Skyrocketing home prices, the surge in interest rates, and meager income growth have hit affordability and dented demand.

Tagged with: Economy, U.S. Economy

Sweeping money market fund reforms adopted by SEC

In a split vote, the SEC adopted sweeping reforms to Rule 2a-7 which governs the operation of money market funds. Many funds that were previously considered retail due to their lower investment minimums will now be called institutional and fall under the new regulations.

Tagged with: Investing

Challenges facing government money market funds

Investors with no risk tolerance or who need stable $1 NAV will likely gravitate towards government money market funds. Such funds may provide peace of mind and liquidity, but will be challenged to offer a competitive yield.

Tagged with: Global Perspectives, Investing

What’s the outlook for muni bonds?

Strong YTD performance resulted from falling rates, a dearth of new supply and a resurgent demand by investors seeking attractive taxable-equivalent yields. We believe municipal bonds should continue to perform well in the second half of 2014.

Tagged with: Fixed Income, Investing, Muni Perspectives Blog

U.S. Rates — The Draghi Floor

ECB action this week maybe not enough to restore confidence by itself, but it signals a readiness to defend the inflation target, thus lowering odds of Japanification. U.S. growth accelerating into September 16-17 FOMC meeting.

Tagged with: Economy, Fixed Income
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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.