Thornburg Investment Management

Is quality investing broken, or have investors simply paid too much for it? This article explores why Thornburg believes quality and valuation discipline are inseparable, and why flexibility remains essential to long-term investing.

Santa Fe’s independent spirit underpins how Thornburg researches companies, builds high-conviction portfolios and invests for the long term.

Elevated yields, shifting macro dynamics, and nuances in the credit market are making bonds worth a second look. For investors sitting in cash or money market instruments, now could be the time to put that money to work in fixed income.

Geopolitical tensions have sparked market volatility, but historic parallels suggest a potential opportunity for active strategic positioning.

Explore current trends in equity valuations, credit spreads, and macroeconomic conditions with actionable considerations for portfolios.

Dividends can be particularly valuable for investors seeking consistent income and inflation protection in a changing rate environment.

Explore current trends in equity valuations, credit spreads, and macroeconomic conditions with actionable considerations for portfolios.

A cash flow reserve ladder may help provide retirement income while avoiding ill-timed asset sales.

A best practice for retirees is to establish a spending policy that balances lifestyle maintenance with asset preservation.

Income-hungry investors should not overlook the importance of dividends, which have accounted for nearly half of the S&P 500's total return since 1900.