Lei Wang, CFA
Portfolio Manager and Managing Director
Lei Wang is a portfolio manager for Thornburg Investment Management. He joined Thornburg Investment Management in 2004 as associate portfolio manager and was promoted to portfolio manager in 2006.
Lei holds a BA and an MA from East China Normal University and an MBA from New York University. He is a CFA charterholder. Prior to joining Thornburg, he served as an associate for Deutsche Bank as well as for Enso Capital Management. He has also worked as a bank supervision manager at China’s central bank.
30years in industry
22years at Thornburg
Investments Managed
Insights
Fixed Income
U.S. Treasury’s New Activism Adds Another Variable for the Dollar and International Equities
International equity investors have spent most of the past decade fighting two formidable headwinds: superior U.S. stock returns and a strong dollar. Recent actions from Washington suggest the second of those may be becoming less dependable.
Markets & Economy
A Disinflationary Paradox of High Oil Prices
A look at how sustained high oil prices act as a drag on demand, shifting inflation lower over time and echoing signals from an inverted yield curve.
Markets & Economy
Global Markets Amid the Energy Shock: Policy, Inflation, and Opportunity
Global energy shocks are reshaping inflation, central bank policy, and markets. Explore what higher oil prices mean for growth, rates, and global equities.
Global Equity
Structural Forces Are Reshaping the Investment Landscape
Shifts in technology, geopolitics, and capital costs are changing how risk is priced and how portfolios behave.
Global Equity
AI and the Increasing Instability of Global Relationships
The current environment is marked by disruption, and global markets are increasingly decoupling and dislocating—a backdrop that creates attractive opportunities for active investors.
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.
Markets & Economy
Non-U.S. Equities: Separating Fact From Sentiment
Non-U.S. equities have underperformed their domestic counterparts for over a decade. We believe opportunities still exist if you’re willing to separate fact from sentiment.
Capital Appreciation
Thornburg PM Perspectives: Identifying Strong Companies
Four Thornburg equity PMs discuss how they identify strong but undervalued companies while also seeking to mitigate material ESG issue risks.