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Amid New-Year Forecasts, Focus on Fundamentals, Not Endpoints

Year-ahead predictions of index and price points rarely turn out to be accurate...


Latest News & Insights

  • Suffering Liquidity Withdrawal Syndrome, Market Gets Its Fix
    January 8, 2019 [Market Insights] Charles Roth]
    It appears the “Powell Put” has been exercised as the Fed chief declares no “pre-set” course on rates and no “hesitation” to change its balance sheet runoff. But does the economy still need Fed accommodation, or do markets just want it?
  • A Strategy That Pays Dividends
    December 24, 2018 [Brian McMahon, Ben Kirby, CFA]
    Learn about the differentiated, global approach to finding income that drives Thornburg Investment Income Builder’s strategy in this Barron’s article featuring portfolio managers Brian McMahon, Ben Kirby, and Jason Brady.
  • Citywire Manager Profile: Jeff Klingelhofer
    December 3, 2018 [Jeff Klingelhofer, CFA]
    “What you want in your fixed income manager is somebody to provide value when the world isn’t doing so well,” explains Portfolio Manager Jeff Klingelhofer in an interview with Citywire.
  • The Presidential Put, the Powell Put, and China’s New Playbook
    December 7, 2018 [Market Insights, Charles Roth]
    The trade conflict and Fed rate policy are buffeting markets at a time China was already grappling with debt challenges at home. But the volatility may be masking good economic fundamentals globally, reform efforts in China, and attractive investment opportunities.