The Art and Science of ESG in Fundamental Research
ESG analysis opens news fields of inquiry into corporate management’s performance on key sustainability issues. ESG miners and energy companies? “Really interesting reinventions.”
Are Municipal Market Investors Misreading the Fed’s Support?
The Fed's actions have suppressed yields and emboldened municipal bond investors to take more risk than they may realize.
The Bank of Japan’s “Hotel California” Monetary Policy
The Fed should soberly assess the addictive effects of zero-bound benchmark rates and yield curve control. “Like financial heroin…you always need one additional hit.”
India Advances as Option for Global Manufacturers, but Snags Remain
Digitization and greater foreign exchange stability help India’s case as an alternative to China in the global supply chain, though heavy manufacturers still face some obstacles.
You Asked About Income, Our PM Answered
Thornburg Investment Income Builder Portfolio Manager Ben Kirby answers your questions about where the team sees opportunities within the income landscape.
Economic Perspectives: Out Of The Frying Pan Into The Fire?
Thornburg’s Co-head of Investments Jeff Klingelhofer discusses what competing forces within the U.S. economy and unprecedented fiscal/monetary policy stimulus mean for investors.
Some Questions About Thornburg Investment Income Builder Answered
Hear Portfolio Manager Matt Burdett answer some questions from investors.
Fed Update with Jeff Klingelhofer
Earlier today the Fed held a press conference and spoke about the current economic condition and offered their forecast. Co-head of Investments and Portfolio Manager Jeff Klingelhofer gives his take on what the Fed's guidance and Q1 GDP number mean for investors.
Emerging Markets Update With Portfolio Manager Charlie Wilson
Covid-19 has prompted revisions to outlooks across asset classes and sectors. However, periods of volatility have historically presented great opportunities for Thornburg’s actively managed equity portfolios, including our Developing World strategy. In this video, Charlie Wilson, the strategy’s co-portfolio manager, provides an update on two key opportunities in emerging markets.
Teaser-Be Unstoppable: Six Essential Actions while Working Remotely
In this preview video, Alden Mills, former Navy Seal and current author and inventor of the "Perfect Push-up," provides tips for working remotely in the unprecedented time.
Be Unstoppable: Six Essential Actions While Working Remotely
Alden Mills, former Navy Seal and current author and inventor of the "Perfect Push-up," provides tips for working remotely in the unprecedented time.
Co-Head of Investments Jeff Klingelhofer Provides Credit Markets Update
Thornburg Co-Head of Investments Jeff Klingelhofer talks about the dislocations in credit markets and the opportunities that are surfacing as a result.
Market Update from Thornburg CEO
Amid the continued turmoil spawned by COVID-19, Thornburg President and CEO Jason Brady provides an update on how we are responding to market volatility.
Watch Nancy Lazar's Macro Outlook
Nancy Lazar provides a macroeconomic outlook during Thornburg Investment Management's Global Research Summit.
CEO Update: Thornburg’s Approach to Markets Roiled by COVID-19
Thornburg CEO Jason Brady provides an update on how Thornburg is managing risks and opportunities created by the turbulent market.
Coronavirus Doesn’t Infect Emerging Markets’ Medium-term Outlook
Headlines about the COVID-19’s impact on global GDP growth and earnings are worrying, but longer-term drivers in emerging market earnings should predominate before long.
Which Chinese Stocks Offer Shelter in Trade and Hong Kong Storms?
China’s GDP is changing, and creating new investment opportunities. Portfolio Manager Lei Wang on which Chinese stocks should weather market turbulence, the market implications of the political turmoil in Hong Kong and prospects for European equities.
The Style of Consistent Balance in Emerging Markets Investing
Associate Portfolio Manager Josh Rubin discusses how disciplined security selection, sound portfolio construction and calibrated rebalancing can create a clear, consistent framework for value-added investing in emerging markets.
Fed Walks the Line on Rates, Steps into Repo Market
Portfolio Manager Lon Erickson provides his take on the latest 25-basis-point rate cut by the Fed. Lower rates for longer means risks continue to build in the financial system, as the Fed places a band-aid on the short-term funding market.
Thornburg's Reaction to the Fed Rate Cut
Portfolio Manager Jeff Klingelhofer provides his take on the 25-basis-point rate cut by the Fed. While it creates volatility short-term, more important to consider are long-term implications for investors.
Opportunities in International Investing
Attractive conditions in overseas markets continue to spark opportunities for active investors, according to several international growth, value and ESG investment team members.
A Distinctive Approach to Emerging Markets
Thornburg Developing World strategy is an active investment portfolio that utilizes a flexible, bottom-up research process to uncover the best investment opportunities in the emerging markets. In this video, Portfolio Managers Ben Kirby and Charlie Wilson discuss their approach to emerging market investing.
Actively Managed. Structured for Excellence
Far from the groupthink of Wall Street, Thornburg offers a broader view of the financial landscape. We have a disciplined approach to portfolio construction, a flexible perspective that crosses boundaries, and an adherence to access and transparency. We believe this helps investors reach their long-term goals.
Vision Mission and Values
Garrett Thornburg describes how our Vision, Mission and Values support our goals of excellence through continual improvement and adding value for our clients.
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