Chinese stocks, particularly China’s tech stocks, garner huge weightings in emerging market equity indices, presenting both geographic and sector diversification challenges for investors seeking balanced portfolio exposures.
Distressed debt exchanges are rising rapidly while default risks remain elevated. Amid a gusher of bond issuance in choppy market conditions, investors need a steady hand on the tiller to find compelling risk-adjusted opportunities.
Portfolio Manager Eve Lando explains Thornburg's approach to the unusually volatile muni market and the two key strategies muni investors should consider.
ESG analysis opens news fields of inquiry into corporate management’s performance on key sustainability issues. ESG miners and energy companies? “Really interesting reinventions.”
The Fed's actions have suppressed yields and emboldened municipal bond investors to take more risk than they may realize.
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.”
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.
Thornburg Investment Income Builder Portfolio Manager Ben Kirby answers your questions about where the team sees opportunities within the income landscape.
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.
Hear Portfolio Manager Matt Burdett answer some questions from investors.
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.
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.
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.
Alden Mills, former Navy Seal and current author and inventor of the "Perfect Push-up," provides tips for working remotely in the unprecedented time.
Thornburg Co-Head of Investments Jeff Klingelhofer talks about the dislocations in credit markets and the opportunities that are surfacing as a result.
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.
Nancy Lazar provides a macroeconomic outlook during Thornburg Investment Management's Global Research Summit.
Thornburg CEO Jason Brady provides an update on how Thornburg is managing risks and opportunities created by the turbulent market.
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.
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.
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.
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.
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.
Attractive conditions in overseas markets continue to spark opportunities for active investors, according to several international growth, value and ESG investment team members.
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.
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.
Garrett Thornburg describes how our Vision, Mission and Values support our goals of excellence through continual improvement and adding value for our clients.