With High Inflation, What Investments Should You Consider?
Quality companies with strong brands are a good place to start. TIPS, Commodities, and other hard assets may also be a consideration.
Structural Investment Trends Related to ESG are Accelerating
With a focus on climate change, the United States will spend up to $1 trillion over the next decade.
Significant Macroeconomic Factors Still Impacting Markets
As we emerge from the global pandemic, many distortions still exist in the economy as we close out 2021.
ESG Investing: Practices, Progress and Challenges
Jake Walko, Thornburg’s Director of ESG Investing & Global Investment Stewardship, speaks about ESG integration and the benefits of active management when selecting ESG investments for portfolios.
Rethink How You Approach Fixed Income
Don’t doubt the importance of fixed income. Despite a low-yield environment, fixed income is relevant. Jason Brady discusses how to reframe the conversation.
ESG & Investing Is Good for Everyone
Environmental, Social, and Governance (ESG) investing means different things to different people. We discuss what is ESG and how it integrates with investing.
Even As The Pandemic Rages On, Can We Sustain the Current Economic Trajectory?
Equity indices in most parts of the world are higher than they were going into the pandemic, so markets today don't just represent a return to normalization.
Where Are The Opportunities Despite Low Yields and Rising Rates?
With risks to both short and long duration securities, we discuss where investors may still find opportunities in the fixed income market.
Why Our Long-Term Outlook Remains Positive Despite Market Challenges
Inflation, global economic stimulus, interest rates, and unemployment are all impacting global markets. Hear why our long-term outlook remains positive.
Is Inflation Transitory or Will It Be Sustained
Supply chain challenges and shifts in the labor market are driving inflation higher which may be a multi-year dynamic.
Thornburg Launches Closed-End Fund
In July 2021, Thornburg successfully completed the initial public offering of Thornburg Income Builder Opportunities Trust (NASDAQ: TBLD). This marks the firm's first foray into closed-end funds, which comes after a sea change in how closed-end funds are structured to better benefit shareholders.
Building Brand Relevance: Team Rebranding Toolkit
This webinar is designed for newly-formed financial advisory teams who need to build their branding from scratch or shift positioning in the marketplace. You’re sure to get useful tips from our speaker, Mike Fox, a long-time ad agency branding specialist. He will discuss how to build a brand reputation (everything from the name of a team to positioning against competitors) and how to build brand visibility (from digital ads to even office décor).
Looking Past the Pandemic: Opportunities in Global Equities
Thornburg Portfolio Manager Miguel Oleaga examines key sectors that have interesting go-forward investment opportunities created by the global pandemic.
Covid's Ongoing Impact on Global Equities
Covid continues to create opportunities for active managers who take a balanced and measured approach.
Paths to Success in Global Equities
Thornburg Chief Investment Strategist Brian McMahon discusses the lessons he’s learned throughout his 15 years managing the Global Opportunities Fund.
How Fixed Income's Role in a Portfolio is Changing
As fixed income markets evolve, so does the likelihood of interesting opportunities within a portfolio. Thornburg President and CEO Jason Brady discusses how Thornburg’s nimble and wholistic approach to fixed income can benefit investors during the current market environment.
Global Rates: Is There Room to Run?
Thornburg President and CEO Jason Brady discusses the interesting development of rates falling across the globe despite an improving growth and the different opportunities that could present on a country-by-country basis.
Outlook for Growth and Inflation with President and CEO Jason Brady
Thornburg President and CEO Jason Brady discusses the acceleration of economic growth in developed markets, particularly in the U.S., and how inflation could play a factor for investors going forward.
Building Brand Relevance: Connecting with Prospects in the Digital Age
Learn tactical ways to build your brand through digital prospecting including how to create a basic digital media strategy.
Improving the Odds in EM Investing: Cap Connect Virtual Event Replay
Investment success in emerging markets requires preparation and a willingness to accept risk. Julia Sze, impact investor and member of Thornburg’s Board of Directors, moderates a conversation with portfolio managers Charlie Wilson and Josh Rubin as they tackle the themes and processes they use to improve the odds for outperformance in emerging markets.
Building Your Brand Through Prospect Segmentation
Mike Fox provides an introduction to building your brand through segmentation of your prospect audience.
The Power of Educational Programs in the Financial Industry
Jan Blakeley Holman, director of advisor education, discusses her work identifying and creating advisor education programs that support financial advisors as they work with their clients and prospects and how you can continue your own education.
Citywire Engage Interviews Charlie Wilson
Citywire Engage sits down with Charlie Wilson to discuss all things emerging markets.
Income Producing Assets in a Low Rate World
The 60/40 investment portfolio worked well for 40 years. But as bond market yields have fallen to record lows, investors need other income solutions. Portfolio Manager Matt Burdett says global dividend-paying stocks can meet the income investing challenge.
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.
What's Your Brand Story? Building Brand Relevance
This one hour session will provide a simple system for building your brand. Mike Fox, founder of the Mullingar Group, will discuss how to effectively articulate your unique value to clients and prospects.
Taking the Measure of China's Stock Market and Economy
Foreign investors are increasingly streaming into China’s retail-driven equity market, benefiting both local and international money managers alike. As China’s economic and market drivers change rapidly, watch your step.
The Tailwinds Supporting Emerging Market Equities
From strongly rebounding economic growth to low global rates and manageable inflation dynamics, emerging market stocks are well positioned. But volatility mitigation remains a must.
What's Next: EM is More than "Exposure" - Active Investing Enhances Opportunities
Emerging markets have been off to a fast start and are poised for continued growth this year. However, investing in EM often requires a balanced approach to fully capture the opportunity. Please join Thornburg’s EM equity team breaks down the sector’s recent performance, ESG factors in identifying risks and how to effectively use EM strategies within your portfolio.
5 Fixed Income Trends to Watch in 2021
Please join Jeff Klingelhofer, Thornburg co-head of investments and David Ashley, portfolio manager on Thornburg's municipal bond team as they discuss the fixed income landscape and five things investors should be looking for in 2021.
Managing China in Emerging Market Equity Portfolios
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.
Fed Liquidity Buoys High-Yield Bonds Struggling to Stay Afloat
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.
Our Approach to a Suddenly Volatile Muni Market
Portfolio Manager Eve Lando explains Thornburg's approach to the unusually volatile muni market and the two key strategies muni investors should consider.
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
In light of Covid-19 and recent volatility, Charlie Wilson 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.
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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