Articles & White Papers

  • Three Dos and Don’ts for Managing Risk in Active Portfolios
    Thornburg Investment Management’s Portfolio Analytics group is a part of the investment team responsible for risk management and investment analytics. In this piece we describe how the team goes about it's tasks and what differentiates them from other asset managers.
  • Intrinsic Value: Thematics, Disruption, and Active Risk
    Miguel Oleaga, Portolio Manager and Managing Director, recently partcipated in a panel presentaton on finding intrinsic value presented for Australian insttutonal investors by Conexus Financial. The following questons and answers are extracted from the panel discussion and webcast.
  • New forces driving the emerging markets evolution
    As the growth drivers shift and emerging countries become less vulnerable to macro sensitivities, individual companies will matter more than countries.
Endowment Spending Policy
A spending plan can help retirees balance the desire to maintain a consistent lifestyle with the need to preserve assets for a retirement that could last 30 to 40 years. How should the spending amount change over time? A plan that...

April 2018

      Building a Cash Flow Reserve Ladder
      How do retirees avoid selling their hard-earned retirement assets at the wrong time? The all-important "buy low and sell high" discipline is out of reach when forced to sell in a bear market. A cash flow reserve ladder can provide the...

      February 2019

          The Value of Dividends in Retirement
          Over the past eighty-seven years, dividends have accounted for over 40% of the total return for the S&P 500 Index. The importance of dividends has been an often overlooked part of investing, but will continue to come to the forefront as...

          February 2019

              The Laddered Bond Portfolio
              Many financial advisors recommend bonds and bond funds as a part of their clients' investment portfolios, both for their perceived safety and yield. However, not all bonds and bond funds are the same, and investors are often lured...

              April 10, 2019

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