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New Emerging Views

Thornburg's online portal to share our timely discoveries, perspectives and insights into this complex, dynamic and always evolving space.


Latest News & Insights

  • As the World Turns—High Stakes Political Drama in Brazil
    November 2015 Monthly Perspectives [Emerging Views, Charles Wilson, PhD]
    Following a 13% gain in dollar terms of Brazil's benchmark equity index and 6.2% strengthening of its currency against the dollar from the start of the fourth quarter to November 19, many are wondering if the country is finally on the path to recovery.
  • M&A Activity Heating Up in Health Care?
    October 29, 2015 [Value Fund, Connor Browne, CFA]
    Negative sentiment in health care has pushed down valuations to levels that may spur more M&A activity, says Thornburg Portfolio Manager Connor Browne on a recent interview with CNBC.
  • New Fund Focuses on Sustainable Investing within the ESG Space
    Thornburg now combines our global generalist structure with a unique approach to environmental, social, and governance (ESG) investing within an international mutual fund and institutional strategy.
  • A Study of Real Real Returns
    Thornburg's annual study examining the impact of inflation, taxes, and investment expenses on the returns of several asset classes. Focusing on nominal returns ignores the degrading impact of inflation, taxes, and investment expenses.