Thornburg Investment Management

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.

In the fixed income landscape, analysis of balance sheets uncovers vital investment insights alongside the potential of international equities for diversification.

The fixed-income market offers attractive yields in high-quality short-term securities, but investors must adapt to risks from tensions and changing policies.

In a high-interest rate environment, investors must choose between the safety of cash and the potential of higher yields from fixed-income securities.

Dividends enhance portfolio resilience by offering inflation protection and advocating for global strategies to improve yield and diversification.

Can the U.S. avert a recession by early 2024, considering a strong labor market versus rising delinquencies and inflation?