
Whether inflation is transitory or more longer lasting, quality growth stocks can offer better protection against inflation than bonds or cash.
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Markets & Economy
Q&A: Brian McMahon, Matt Burdett, and Christian Hoffmann
Brian McMahon (Chief Investment Strategist), Matt Burdett (Head of Equities), and Christian Hoffman, CFA (Head of Fixed Income), recently discussed their market, macro, and investing views.

Markets & Economy
Investor Insights: Tariffs, Stagflation, Housing, and the Fed
As client portfolio managers, we have a unique perspective on what's top of mind for investors.

Outlook
Mid-Year Global Equity Outlook: Diminishing U.S. Exceptionalism Leads to Non-U.S. Opportunities
2025 has been full of surprises all over the world, which makes our thoughts at the beginning of the year, including opportunities and risks outside of the U.S. compared to the U.S., relative value opportunities across the globe, and AI’s capital intensity, that much more relevant.

Outlook
Mid-Year Fixed Income Outlook: Uncertainty Yields Tight Credit Spreads
Our observations at the beginning of the year included several fixed income themes that investors have had to navigate, including the impact of politics on economics and markets, and balancing the search for yield against being fairly compensated for risk.

Markets & Economy
Tariffs, Stagflation, and the Fed: A Spotlight on Investors’ Most Pressing Questions
Thornburg’s client portfolio managers explore some of Wall Street's biggest themes.

How We Invest: Active by Nature. Disciplined by Design.
Discover Thornburg’s investment philosophy: a research-driven, high-conviction approach rooted in disciplined, long-term thinking—focused on uncovering overlooked opportunities and building resilient portfolios.
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