Separately Managed Accounts

  • Federal Reserve Sees a “Transitory” Rise in Inflation
    Longer-term U.S. Treasury yields have been rising alongside inflation expectations. Just how transitory an expected inflation “pop” proves matters as the economy reopens amid a gusher of fiscal stimulus.
  • It’s Always the Right Time for EM
    Emerging market equities can provide both return and diversification benefits, but only with a consistent and meaningful portfolio allocation.
  • China’s Domestic Stock and Bond Markets a Vast New Frontier for Foreign Investors
    Under-owned relative to the size of its economy and among foreign global money managers, the Middle Kingdom’s capital markets represent incredible opportunities, and new challenges. Tread carefully.

Thornburg Investment Management has, since 1998, served investors through a diverse series of separately managed accounts offered to high net worth individuals and institutions. To ensure consistency, the separate account strategies are managed with the same bottom-up, disciplined investment process that has guided Thornburg’s portfolios for more than three decades.

Our equity portfolios are driven by fundamental, bottom-up research. We are disciplined, long-term investors with diversified, concentrated portfolios. Read more about our equity investment process.

We view the role of bonds in a portfolio more conservatively than many asset managers. We believe that a fixed-income position should serve as a ballast for a well-diversified portfolio, not as the sails of the ship. Read more.

Important Information