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Our newest insights
Global Equity
Quality Without Dogma: Why Valuation Still Matters
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.
Global Credit
What Tight Credit Spreads Mean for Investors
Tight credit spreads and elevated valuations leave little room for error. Here's what fixed income investors should consider in today's market.
Global Equity
Signal Over Noise: A Conversation on Global Markets
At Thornburg, we separate signal from noise in today's global markets, sharing how active, high-conviction research shapes portfolio decisions across countries and sectors.
Global Equity
Hyperscalers at the Inflection
The AI buildout’s biggest spenders have been stock market laggards. That is changing.
Markets & Economy
U.S. Treasury’s New Activism Adds Another Variable for the Dollar and International Equities
International equity investors have spent most of the past decade fighting two formidable headwinds: superior U.S. stock returns and a strong dollar. Recent actions from Washington suggest the second of those may be becoming less dependable.
Thornburg Philosophy
Why Santa Fe Still Shapes Thornburg’s Investment Philosophy
Santa Fe’s independent spirit underpins how Thornburg researches companies, builds high-conviction portfolios and invests for the long term.