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Brexit Volatility Creates Opportunities

Brexit risks and their impact on asset prices must be considered alongside individual stock and bond fundamentals.


Latest News & Insights

  • The Importance of Structural Reform
    August 18, 2016 [Pablo Echavarria, CFA, Emerging Views]
    India's tax reform could create a nice tailwind for the country's economy, companies and investors for years to come.
  • After Broad Emerging Markets Rally, Get Selective
    July 28, 2016 [Emerging Views]
    We continue to find attractively valued opportunities that we think can deliver compelling cash flow and earnings growth over the next few years.
  • Mexico: How Structural Reform Leads to More Sustainable Growth
    July 29, 2016 [Emerging Views, Charles Wilson, PhD]
    Mexico is not the only emerging market successfully implementing structural reforms and re-balancing its economy, giving rise to good investment opportunities.
  • Staying Flexible Helps Manage around Possible Liquidity Challenges
    July 2016 [Nicholos Venditti, CFA, Bond Funds]
    Nicholos Venditti, portfolio manager and managing director at Thornburg, shares how he stays steps ahead of the next potential crisis in fixed income.
  • Thornburg CIO Brian McMahon on Bloomberg Markets
    June 28, 2016 [Investment Income Builder Fund, Brian McMahon]
    In Brexit's wake, investors should stay rational and look for global opportunities based on company fundamentals, not market reaction.