FOR THORNBURG, TRUE INSIGHT IS DIFFERENT
Thornburg’s unique perspective reflects its ongoing observation of global market dynamics and decades of experience advancing investor outcomes.
Featured Insights
Investor Advice
Beyond the Hype—Building Smarter Private Credit Portfolios
Private credit’s growth to $2T brings new risks. Learn where to find better risk adjusted returns—and how to navigate cov-lite, redemption pressure, and mega fund concentration.
Markets & Economy
Structural Forces are Driving the Current Investment Environment
The current investment environment is primarily being shaped by three structural forces—disruption, decoupling, and dislocation—amid a weakening US dollar.
Markets & Economy
Will the Real Kevin Warsh Please Stand Up?
Short‑term calm may lead to long‑term volatility: A seeming hawk‑turned‑dove now confronts a labor market and inflation backdrop that remain far from ideal.
Markets & Economy
FOMC Update: Fed Holds Rates Steady After Three Successive Cuts
Ali Hassan shares his perspective on the Fed’s stance and the potential impact of monetary policy.
Outlook
2026 Global Equity Outlook: International Equities Remain the Asymmetric Opportunity
Many themes that were top of mind in 2025 remain highly relevant in 2026, including the somewhat surprising resilience in the U.S. and most economies worldwide.
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.
Our insights.
Your inbox.
Sign up to receive timely market commentary and perspectives from our financial experts delivered straight to your inbox.