Episode 22: The Supply and Demand Effect on the Muni Market
Thornburg Municipal Bond Managers discuss the important topics impacting the municipal bond market, including supply and demand, infrastructure spending and cyber security.
Get away from the noise of the investment herd, and hear our experts bring a new perspective to widely talked about topics.
Episode 21: What's Next: Navigating Volatile Fixed Income Markets
The threat of inflation looms, rates are climbing, yields could be negative, and there is no longer safety in sovereign bonds. Central banks have committed to stay “on hold” as the global economy re-opens amid unprecedented government spending—leading us all to ask: what’s next for fixed income? Thornburg President & CEO, Jason Brady, discusses what all this means for bonds and why he is excited about the future of fixed income markets.
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.
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.
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.
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.
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."
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
Episode 4: India's Digital Transformation
India has leap-frogged into the digital era with an astounding set of thoughtful initiatives that have major implications for its telecoms, financial services and retail sectors, among others.
Episode 3: Oil Market Volatility to Recede Slowly After Coronavirus Lockdowns
Oil prices have swung massively over the past several weeks, including a dip into negative pricing. Portfolio Manager Charlie Wilson breaks down what it means to the energy sector in the U.S. and globally.
Episode 2: Emerging Markets Investing in Uncertain Times
Keeping your balance in emerging markets equity investing means identifying strong businesses, balancing value and growth styles across the portfolio and minimizing currency risks.
Episode 1: Inside China’s COVID-19 Lockdown
During an investment research trip, Portfolio Manager Lei Wang was caught on the ground during China's coronavirus outbreak and lockdown. He surveys the pandemic's economic impact and recovery outlook in the world's second-largest economy.
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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.
#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.
#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.
#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.
#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.
#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.
#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.
#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.
#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.
#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.
#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.
#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.
#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.
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