Global Perspectives

  • Drilling into Oil Market Investing after the Attack on Saudi Arabia

    Longer-term investors should focus on an energy company’s structural advantages in terms of asset base quality, operational efficiency and financial discipline, not the price of oil and gas.

  • Brazil's Flight of the Chicken

    The market has bid up Brazilian assets in anticipation of economic reforms, but the optimism should be well measured and individual securities well picked.

  • Dollar Headwind to Emerging Markets Equities Lifting, Though Trade Dispute Still Drags

    After a turbulent May, China and emerging markets appear poised to resume their ascent from the first quarter, even as trade-related air pockets remain likely.

Effective investing in emerging markets requires in-depth knowledge driven by constant curiosity. Emerging Views is Thornburg’s online portal to share our timely discoveries, perspectives and insights into this complex, dynamic and always evolving space. Check back often for the latest thought-provoking contributions.

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