Thornburg Investment Management
Insights

Fixed Income
Investor Update: A Potential Reprieve for the Municipal Bond Tax Exemption
We provide an update on the developments surrounding the municipal bond tax exemption in a fast-moving environment.

Markets & Economy
Fixed Income: Finding Income and Playing Defense Through Volatility
Position fixed income portfolios for yield and ballast through market turbulence and economic uncertainty.

Markets & Economy
Global Dividends: An All-Weather Investment Strategy
Dividends can strengthen portfolio resilience by providing income and inflation protection, while global investment strategies can bolster diversification and yield.

Fixed Income
Investor Spotlight: The Municipal Bond Tax Exemption
We detail the developments surrounding the municipal bond tax exemption and provide context through a volatile and uncertain market.

Markets & Economy
Value vs. Growth: Does Another Fed Hike Matter?
Discover why value and income-oriented stocks are set to outperform in today's market dominated by rising interest rates and persistent inflation.

Markets & Economy
The Value of Dividends and Munis to Stoke Income
Explore the impact of high dividend stocks and municipal bonds in a rising rate environment amid increasing government debt and new administrative policies.

Economy
Navigating Recession, the Fed, Inflation and Borrowing
Examine the current economic complexities while considering consumer demand, corporate resilience, and interest rates to anticipate market risks in 2024.

Fixed Income
Recession and Reversion to the Mean
Exploring the economic landscape reveals persistent recession signals and elusive downturns shaping the outlook. Read about the interplay of factors now.

Fixed Income
How to Position Bond Portfolios as the Fed Ponders a Pivot
The Fed's changing interest rate policy adds uncertainty to the bond market, highlighting the need for resilient portfolios amid inflation and economic changes.

Markets & Economy
Balance Sheets, Market Breadth & U.S. Leadership
In the fixed income landscape, analysis of balance sheets uncovers vital investment insights alongside the potential of international equities for diversification.