• Q&A with Jason Brady:
    When the Model Says “Buy,” Beware
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  • Barron's: A Strategy That Pays Dividends
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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

  • Muni Bond Sales Surge as Issuers Ride Demand Wave
    February 19, 2019 [Market Insights Dominic Alto and Charles Roth]
    Caveat emptor: current technical supply and demand flows favor issuers more than buyers. But diligent, disciplined investors can always find attractively priced, fundamentally sound bonds.
  • Understanding the Brexit Quandary
    January 29, 2019 [Charles Roth]
    While investors should be cognizant of the complexities and risks around Brexit, they should be just as aware of the opportunities in select U.K.-based businesses.
  • 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.