Thornburg Investment Management

Brian McMahon (Chief Investment Strategist), Matt Burdett (Head of Equities), and Christian Hoffmann, CFA (Head of Fixed Income), recently discussed their market, macro, and investing views.

We provide an update on the developments surrounding the municipal bond tax exemption in a fast-moving environment.

Position fixed income portfolios for yield and ballast through market turbulence and economic uncertainty.

Dividends can strengthen portfolio resilience by providing income and inflation protection, while global investment strategies can bolster diversification and yield.

We detail the developments surrounding the municipal bond tax exemption and provide context through a volatile and uncertain market.

Discover why value and income-oriented stocks are set to outperform in today's market dominated by rising interest rates and persistent inflation.

Explore the impact of high dividend stocks and municipal bonds in a rising rate environment amid increasing government debt and new administrative policies.

Examine the current economic complexities while considering consumer demand, corporate resilience, and interest rates to anticipate market risks in 2024.

Exploring the economic landscape reveals persistent recession signals and elusive downturns shaping the outlook. Read about the interplay of factors now.

The Fed's changing interest rate policy adds uncertainty to the bond market, highlighting the need for resilient portfolios amid inflation and economic changes.