Charles Roth

Global Markets Editor

Charles Roth is global markets editor for Thornburg Investment Management. Prior to joining Thornburg in 2013, Charles was an assistant managing editor at Dow Jones Newswires, the Wall Street Journal’s real-time financial news and analysis division, where he oversaw its bureaus in Latin America as well as the New York–based emerging markets group. He had previously served as a senior writer in the emerging markets group, bureau chief in Venezuela, and staff reporter in Malaysia.

Charles earned BA degrees from the University of Colorado at Boulder and an MA from the Instituto Universitario de Desarrollo y Cooperación at the Universidad Complutense in Madrid, Spain. He was a Peace Corps volunteer in Mali.

Related Posts for Charles Roth

As Inflows Grow and Skepticism Lingers, ESG Investing Comes of Age

August 28, 2020

Companies increasingly adopt ESG principles as investment managers integrate sustainability metrics into their investment process. But it’s still “something of a wild west.”

Monetary Policy Setting Stage for Stock Market Growth-to-Value Rotation?

August 27, 2020

Federal Reserve and other major central bank stimulus should benefit high-quality value stocks and foster inflation’s “green shoots” as the global economy emerges from recession.

The Bank of Japan’s “Hotel California” Monetary Policy

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August 7, 2020

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.”

A Macroeconomic Snapshot from an Active Management Shop

July 24, 2020

Thornburg’s investment team keeps an eye on the macro but focuses squarely on the fundamentals and portfolio fit of each stock and bond selected. This July 17 macro overview is a sample of an internal weekly note to our distribution team that features big-picture highlights from the week that was.

Is the Federal Reserve Taking the Measure of Japan’s Yield Curve Control?

July 2020

Charles Roth

After seven years of massive amounts of QE and nearly four of yield curve control, the BoJ has yet to sustainably keep inflation at its 2% target or revive GDP growth meaningfully.