
Capital Appreciation
Looking Past the Pandemic: Opportunities in Global Equities
4 Oct 2021
4 min watch
Thornburg Portfolio Manager Miguel Oleaga examines key sectors that have interesting go-forward investment opportunities created by the global pandemic.
Discover more about:
More Insights
Investment Tactics
ETF Fundamentals: An Introduction to Exchange-Traded Funds
Exchange-traded funds (ETFs) enable investors to buy and sell a diversified portfolio of assets, such as stocks or bonds, offering low costs, transparency, and flexibility.
Markets & Economy
What Investors Need to Know About Markets and Macro Now
Explore current trends in equity valuations, credit spreads, and macroeconomic conditions with actionable considerations for portfolios.
Outlook
2026 Fixed Income Outlook: Uncertainty is High, but the Margin for Error Isn’t
With credit priced for perfection, 2026 favors nimbleness and thoughtful portfolio construction, emphasizing security‑level analysis and targeted opportunities across fixed income.
Investment Tactics
The Three-Basket Approach to Equity Portfolio Construction
This paper explains the three-basket framework, its rationale, and how quantitative tools facilitate its implementation. We demonstrate how this fundamentally grounded approach complements industry-standard quantitative risk management, providing portfolio managers with an additional lens through which to understand and manage portfolio risk.
Markets & Economy
An Active Investment Guide to Navigate the AI Hype
Artificial Intelligence (AI) remains the dominant investment theme, but questions persist about valuation, risk management, and long-term sustainability.
Fishing In A Profitable Pond
Brian McMahon speaks with Financial Advisor Magazine about Thornburg Investment Income Builder Fund.
Our insights. Your inbox.
Sign up to receive timely market commentary and perspectives from our financial experts delivered to your inbox weekly.
