Thornburg Podcasts

Get away from the noise of the investment herd, and hear our experts bring a new perspective to widely talked about topics.

Episode 20: To Find Fertile Ground in Emerging Markets, Incorporate ESG

Portfolio Manager Charlie Wilson explains the importance of employing ESG analysis in identifying companies that are good stewards of their resources. They tend to be higher-performing firms, particularly in emerging markets.

April 6, 2021

Charles Wilson

Episode 19: Income Opportunities in a Low-Yield World

The past 40 years have been rewarding for fixed income investors, but as yields have fallen over time, the future looks far more challenging. Portfolio Manager Matt Burdett lays out compelling income options for flexible, nimble investors.

March 24, 2021

Matt Burdett

Matt Burdett

Episode 18: Don’t Get Complacent in Emerging Markets

The index comprises 26 countries with their own politics, monetary and fiscal policies and GDP growth drivers. But there are also strong, resilient companies in most of them and plenty of potential upside for returns.

February 9, 2021

Josh Rubin

Josh Rubin

Episode 17: China Carefully Opens Capital Markets as Shares of Global GDP, Trade Grow

U.S.-China rhetoric may de-escalate, if not actual bilateral tensions. Meanwhile, China's relaxation on investment restrictions encourages greater foreign portfolio inflows into local A-share equity and bond markets.

February 3, 2021

Lei Wang, CFA

Episode 16: Is MMT Debt Monetization by Another Name?

"Deficits don't matter" may still be heresy among fiscal hawks. But unprecedented government debt spending amid ballooning central bank balance sheets and still-elusive inflation prompts fixed income PM Jeff Klingelhofer to examine the myths and assumptions around "modern monetary theory."

December 4, 2020

Jeff Klingelhofer

Episode 15: Jason Brady on Barron’s Live

Jason Brady, president and CEO of Thornburg Investment Management, joins Barron's to discuss the outlook for financial markets, industry sectors, and individual stocks.

November 20, 2020

Jason Brady, CFA

Jason Brady

Episode 14: Calling on Income

In the first of a two-part series, Thornburg Chief Investment Strategist Brian McMahon discusses the current income landscape as well as telecommunications companies in Thornburg Investment Income Builder Fund.

November 18, 2020

Episode 13: Why Intangible Assets Drive More Real Value in a Digital World

Technology is disrupting traditional business models. Intangible assets now account for some 80% of S&P 500 Index assets. But traditional accounting poorly captures their value and return on investment, impacting earnings forecasts and shareholder returns.

October 16, 2020

Episode 12: Gaming and the Future of Social Interaction

Portfolio Manager Sean Sun dives into how gaming will drive social interaction and creativity on its long growth path.

September 4, 2020

Sean Sun

Episode 11: Growth Investing Amidst a Pandemic

Portfolio Manager Greg Dunn discusses why growth investing continues to perform in a challenging environment and the long-term themes driving it.

August 21. 2020

Greg Dunn

Episode 10: How ESG Enhances Analysis of a Firm's Evolution and Future Prospects

Properly parsing a company's internal ESG metrics alongside third-party data requires understanding the context and limitations of both data sets to better gauge the potential return.

August 17, 2020

Episode 9: Central Banks Throw Yield Curve Balls at Equity, Bond Markets

If the Bank of Japan, Federal Reserve and European Central Bank are enticing investors to swing for the fences with low or negative rates, focusing on the fundamentals of individual stocks and bonds is key to a strong investment batting average.

August 13, 2020

Jeff Klingelhofer

Episode 8: Why Good Credit Managers Like This Bifurcated Market

Federal Reserve's liquidity bazooka ended the "doom loop" of lower funding market values and forced selling. But liquidity-driven euphoria creates a disconnect between prices and still-challenged fundamentals. The price gravity of bankruptcy.

July 27, 2020

Ali Hassan, CFA, FRM

Episode 7: ESG Investing Not One Size Fits All

Integrating ESG factors is important for companies' financial performance and sustainability, and equally important for active managers' ESG investment analysis, including ESG "momentum" stocks.

July 17, 2020

Craig Blessing, CFA

Episode 6: The Muni Market’s Fed-sponsored Round Trip

Since the dizzying spring spikes in municipal market bond yields, the Federal Reserve's stimulus programs have fueled a rebound in muni market prices to all-time highs and yields back to historic lows. Despite the Fed's lifelines, muni market fundamentals remain challenged and price risk high.

June 19, 2020

David Ashley
Dominic Alto

Episode 5: Examining China’s COVID-19 Recovery and Ailing US Relations

Some segments of China's economy have recovered to pre-coronavirus levels, while others lag and a few have seen accelerated growth. Portfolio Manager Lei Wang surveys China's re-opening, its fraying bilateral relations with the U.S. and the Eurozone's tentative first step toward fiscal cohesion.

June 9, 2020

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Once investors realize that they are responsible for their own financial security, the first gift they should give themselves is a financial advisor. In this podcast, we share ways advisors can speak to clients who have decided it’s time to put themselves first and are saying, “#NowMe”.

#NowMe Episode 13: How Valuable are Values: Part 2

Jan and Hollis talk about the results of their core values assessment. If you'd like to explore the assessment for yourself or your clients, visit Thornburg.com/personalcorevalues.

November 23, 2020

Jan Blakeley Holman, CFP^®, CIMA^®, ChFC, CDFA, CFS, GFS^®

#NowMe Episode 12: How Valuable are Values: Part 1

Many of us don't think often about our values, but they can play a role in how we think about our money. Jan shares ideas about how to connect a client's values to the kinds of investment strategies they should consider.

November 23, 2020

Jan Blakeley Holman, CFP^®, CIMA^®, ChFC, CDFA, CFS, GFS^®

#NowMe Episode 11: The Keys to Successful Family Wealth Planning

Jan Blakeley Holman recently appeared on Advisor Perspectives' podcast and we're grateful to them for allowing us to share the episode. Jan talks about family wealth planning, the common barriers to those discussions, and what advisors can do to help their clients overcome them. Jan also tells Bob Huebscher about what prompted her to create her podcast, #NowMe.

November 2, 2020

Jan Blakeley Holman, CFP^®, CIMA^®, ChFC, CDFA, CFS, GFS^®

#NowMe Episode 10: Women & Job Loss

Losing your job is scary, but according to the Washington Post, for women aged 50 to 61, they are 18% less likely to find new work than women 25 to 34. And if they're 62 or older, they're 50% less likely to be rehired. In this episode, Jan explains what women can do to plan for circumstances like these.

September 16, 2020

Jan Blakeley Holman, CFP^®, CIMA^®, ChFC, CDFA, CFS, GFS^®

#NowMe Episode 9: Mattress Money

Keeping lots of cash at home is risky for many reasons. But that doesn't stop people from often following this depression-era bad habit. Find out from Jan how much you should keep on hand and what you should do with the rest.

September 9, 2020

Jan Blakeley Holman, CFP^®, CIMA^®, ChFC, CDFA, CFS, GFS^®

#NowMe Episode 8: Pride in Investing

June is LGBTQ pride month. Find out from Jan what's changed for married LGBTQ couples, income inequality among them, and if there are any differences in the way LGBTQ people invest.

June 30, 2020

Jan Blakeley Holman, CFP^®, CIMA^®, ChFC, CDFA, CFS, GFS^®

Jan Blakely Holman

#NowMe Episode 7: Steps to Help Achieve Financial Security

Although everyone defines financial security differently, Jan walks through steps that many of us can take, and talks about some that might require the guidance of a financial advisor.

June 23, 2020

Jan Blakeley Holman, CFP^®, CIMA^®, ChFC, CDFA, CFS, GFS^®

#NowMe Episode 6: Family Legacy Planning Part 2

Jan continues the discussion about how advisors can help their clients overcome the common roadblocks they have speaking to their heirs, and the importance of the family legacy letter.

May 29, 2020

Jan Blakeley Holman, CFP^®, CIMA^®, ChFC, CDFA, CFS, GFS^®

#NowMe Episode 5: Family Legacy Planning Part 1

Individuals are often reluctant to speak to their heirs about the amount of wealth they will leave behind for a variety of reasons. Jan explains the common barriers and how advisors can help their clients overcome them.

May 15, 2020

Jan Blakeley Holman, CFP^®, CIMA^®, ChFC, CDFA, CFS, GFS^®

#NowMe Episode 4: The Flight Instinct

Investing is simple but not easy. How to convince your clients over 50 not to sell during times of market stress – it's about understanding the flight instinct.

May 1, 2020

Jan Blakeley Holman, CFP^®, CIMA^®, ChFC, CDFA, CFS, GFS^®

#NowMe Episode 3: Stabilizing Finances in an Unstable Time

All economic downturns are unique, and today's is no different. In the latest episode of #NowMe, Jan Holman discusses how investors should approach market volatility and the key points to consider when navigating your investment accounts.

May 1, 2020

Jan Blakeley Holman, CFP^®, CIMA^®, ChFC, CDFA, CFS, GFS^®

#NowMe Episode 2: Advising Women Over 50 Part II - A Key Demographic

In a continued discussion from episode one, we learn why women over 50 are an important demographic for financial advisors going forward.

May 1, 2020

Jan Blakeley Holman, CFP^®, CIMA^®, ChFC, CDFA, CFS, GFS^®

#NowMe Episode 1: Advising Women Over 50

Find out why demographic trends and shared personality characteristics make women over 50 the ideal clients for financial advisors.

April 27, 2020

Jan Blakeley Holman, CFP^®, CIMA^®, ChFC, CDFA, CFS, GFS^®

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Episode 20: To Find Fertile Ground in Emerging Markets, Incorporate ESG

Episode 19: Income Opportunities in a Low-Yield World

Episode 18: Don’t Get Complacent in Emerging Markets

Episode 17: China Carefully Opens Capital Markets as Shares of Global GDP, Trade Grow

Episode 16: Is MMT Debt Monetization by Another Name?

Episode 15: Jason Brady on Barron’s Live

Episode 14: Calling on Income

Episode 13: Why Intangible Assets Drive More Real Value in a Digital World

Episode 12: Gaming and the Future of Social Interaction

Episode 11: Growth Investing Amidst a Pandemic

Episode 10: How ESG Enhances Analysis of a Firm's Evolution and Future Prospects

Episode 9: Central Banks Throw Yield Curve Balls at Equity, Bond Markets

Episode 8: Why Good Credit Managers Like This Bifurcated Market

Episode 7: ESG Investing Not One Size Fits All

Episode 6: The Muni Market’s Fed-sponsored Round Trip

Episode 5: Examining China’s COVID-19 Recovery and Ailing US Relations

Episode 4: India's Digital Transformation

Episode 3: Oil Market Volatility to Recede Slowly After Coronavirus Lockdowns

Episode 2: Emerging Markets Investing in Uncertain Times

Episode 1: Inside China’s COVID-19 Lockdown

#NowMe Episode 13: How Valuable are Values: Part 2

#NowMe Episode 12: How Valuable are Values: Part 1

#NowMe Episode 11: The Keys to Successful Family Wealth Planning

#NowMe Episode 10: Women & Job Loss

#NowMe Episode 9: Mattress Money

#NowMe Episode 8: Pride in Investing

#NowMe Episode 7: Steps to Help Achieve Financial Security

#NowMe Episode 6: Family Legacy Planning Part 2

#NowMe Episode 5: Family Legacy Planning Part 1

#NowMe Episode 4: The Flight Instinct

#NowMe Episode 3: Stabilizing Finances in an Unstable Time

#NowMe Episode 2: Advising Women Over 50 Part II - A Key Demographic

#NowMe Episode 1: Advising Women Over 50