Tight credit spreads and elevated valuations leave little room for error. Here’s what fixed income investors should consider in today’s market.
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Global Equity
Signal Over Noise: A Conversation on Global Markets
At Thornburg, we separate signal from noise in today's global markets, sharing how active, high-conviction research shapes portfolio decisions across countries and sectors.
Global Equity
VettaFi Webcast: The Rise of International Equities
As U.S. equities become increasingly reliant on AI-related capex, investors could diversify portfolios by investing internationally. With attractive total return profiles and solid growth, international equities could be an increasingly important for investors going forward.
Economy
Hyperscalers at the Inflection
The AI buildout’s biggest spenders have been stock market laggards. That is changing.
Thornburg Income Builder Opportunities Trust Announces Distribution
Thornburg Income Builder Opportunities Trust Announces Distribution
Markets & Economy
U.S. Treasury’s New Activism Adds Another Variable for the Dollar and International Equities
International equity investors have spent most of the past decade fighting two formidable headwinds: superior U.S. stock returns and a strong dollar. Recent actions from Washington suggest the second of those may be becoming less dependable.
ETF of the Week: Thornburg Premium Income Builder ETF (THOR)
On a recent podcast, VettaFi selected THOR as its ETF of the week.
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