- February 2018
Global fixed income portfolio manager Jeff Klingelhofer, CFA, discusses the return of volatility, inflation dynamics, and the future of the Fed reaction function.
- March 2018
2018 has already seen several events impacting the municipal bond market. Whether it is tax reform, infrastructure spending, or interest rate increases from the Federal Reserve, the potential effects on investor’s portfolios could be dramatic. Chris Ryon, portfolio manager for Thornburg’s Municipal bond strategies, discusses potential impacts on the market and how the team is positioning portfolios in response.
- January 2018Economic disruption is happening all over the world, and one region that is particularly interesting is Asia. Portfolio Manager Di Zhou explains some innovative advances in China that could present investment opportunities.
- January 2018Portfolio Manager Ben Kirby discusses how disruption is impacting emerging markets and which companies look appealing in this environment.
- January 2018
Portfolio Manager Greg Dunn discusses how disruption is affecting companies in Europe and how innovation-driven disruption could provide investment opportunities throughout the region.
- September 2017
CEO Jason Brady and Morningstar’s Russell Kinnel talk about active management vs. passive investing, the advantages of having a collaborative investment team under the same roof, and why Santa Fe is ideal headquarters for an investment management firm.
- September 2017
CEO Jason Brady likes Telecom and Financials, but Brady says you have to look at each name from a bottom-up sense.
- August 2017
Attractive conditions in overseas markets continue to spark opportunities for active investors, according to several international growth, value and ESG investment team members.
- August 2017
If recent history is any guide, not necessarily. Downside protection from bank loans hasn’t been materially better than that of high yield, either.
- June 2017
Stocks up, bonds up. Will our current goldilocks scenario hold, or are investors sowing the seeds of future disappointment? Global fixed income portfolio manager Jeff Klingelhofer, CFA, offers his unique take on the current divergence between equity and bond markets and future implications for market participants.
Portfolio Manager Di Zhou discusses how investing in European markets can be opportunistic in this current environment and explains why the ECB continues to have a much easier monetary policy than the U.S. Fed. Di also shares which sectors she favors in Europe and discusses the recent inclusion of China's A shares in MSCI Indices.
- May 2017
As investors look to alternative investments, Long/Short mutual funds and hedge funds are certainly two worth considering. But what should you know before investing? Connor Browne, portfolio manager for the Thornburg Long/Short Equity Fund, compares the two strategies and offers his insights.
- April 2017
The Trump administration’s proposal to drastically increase infrastructure spending over the next 10 years seems like a good thing for muni investors, but is it? Nick Venditti discusses the implications for investors with increased bond supply and possible public-private partnerships needed to pull off the $1 trillion infrastructure price tag.
- May 2017
As the Federal Reserve looks to increase the pace of its rate hikes, investors are rightly focused on the negative impact higher US Treasury rates might have on their fixed income portfolio. Portfolio Manager Lon Erickson walks us through the implications of interest rate and credit risk.
- June 2016Far 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.
- October 2016Associate Portfolio Manager Matt Burdett on the importance of dividend-paying stocks and why, given today’s environment, the best place to look for valuable dividend-paying stocks is outside the U.S.
- July 2016Thornburg 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.
- March 2016
Portfolio Manager Chris Ryon outlines Thornburg’s tradition of “laddering” in its core fixed income strategies. Whether interest rates rise or fall, Thornburg’s laddering approach helps diversify along a shifting yield curve and maximize returns.
- July 2015
Truly active management is alive and well. Portfolio Manager Connor Browne highlights academic research indicating highly active managers at collaborative, fundamental research shops have outperformed.
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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The performance data quoted represents past performance; it does not guarantee future results.
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The views expressed are subject to change and do not necessarily reflect the views of Thornburg Investment Management, Inc. This information should not be relied upon as a recommendation or investment advice and is not intended to predict the performance of any investment or market.
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Diversification does not assure or guarantee better performance and cannot eliminate the risk of investment losses.