A new Bank of America report on ESG finds that to boost investment returns, look for companies with lots of diversity. Portfolio Manager Lei Wang and Director of ESG Investing & Global Investment Stewardship Jake Walko speak to MarketWatch.
Thornburg Portfolio Managers David Ashley and Eve Lando spoke with the Wall Street Transcript about Thornburg's approach to the muni market. This in depth Q&A focuses on the Thornburg Limited Term Municipal and Strategic Municipal Funds.
Co-Heads of Investments Ben Kirby and Jeff Klingelhofer answer four key questions on the minds of investors for 2021.
Thornburg Portfolio Managers Jeff Klingelhofer and Lon Erickson spoke with the Wall Street Transcript about Limited Term Income and Strategic Income. The Q&A is in depth, covering lots of ground such as the funds' objectives; Jeff, Lon, and the team's strategy during the recent recession; and the long-term outcomes they aim to generate for clients.
The Santa Fe Opera announced a digital celebration called Songs from the Santa Fe Opera. We are pleased to share that Thornburg is the sponsor for this five-part series.
The Morningstar Global Fund Report is a seven-page report that offers the most relevant data and analysis surrounding a fund.
Ignites interviewed Carter Sims about how Thornburg is managing the many challenges work-from-home life has brought. In addition to regular meetings with his team, Carter highlighted the benefits of Alden Mills' REMOTE technique for us and our clients, and Thornburg's 5k back in April.
Associate Portfolio Manager Josh Rubin explains how the strategy is designed to deliver alpha across EM's economic cycles.
Fixed income managers tend to have a narrow mandate and a clear focus on specific areas. In contrast, Thornburg Limited Term Income Fund covers the entire taxable fixed income universe to find relative value. Lon Erickson, co-manager of the fund, stresses the importance of risk/reward evaluation within safety of the principal and income stability in this feature article on Ticker.com.
Thornburg portfolio manager Charlie Wilson believes that a tide is turning in developing countries, and the result may be a more stable opportunity set for investors going forward.
At Thornburg, we embrace a diverse, equitable and inclusive workplace in which our employees are empowered to share their full identities, ideas and perspectives. Named a 2019 Diverse Business Honoree by Albuquerque Business First, read more about what we're doing to create an inclusive environment and provide equal opportunity for employment and advancement.
Morningstar's analysis of the Thornburg Limited Term Income Fund, based on five key pillars: Process, Performance, People, Parent, and Price.
In an interview with Barron's, Thornburg CEO Jason Brady says that opportunities in fixed income are limited right now, and income is currently easier to generate with U.S. and international dividend-paying stocks.
Thornburg CEO Jason Brady spoke to CNN Business about the Fed's rate cut, saying that the Fed "needs to look longer term."
Morningstar's analysis of Thornburg Investment Income Builder Fund, based on five key pillars: Process, Performance, People, Parent, and Price.
Bimal Shah speaks to the Wall Street Journal about the boom of new IPOs as excitement and anxiety grow about the gap between sub-optimal performance of ride-sharing companies and the hotly...
In an interview with The Wall Street Journal, Thornburg President and CEO Jason Brady defines and explains the term, "stock rerating," which refers to investor sentiment.
Portfolio Manager and Managing Director Ben Kirby was featured in Barron's. Reflecting on attractive parts of the market in relation to Thornburg Investment Income Builder Fund, as the 10-year U.S. Treasury note and the S&P 500 yield similar rates, 2.17% and 2% respectively.
Thornburg signed on to help NMSU's Finance Department obtain Bloomberg Terminals and launch a highly anticipated Market Concepts curriculum. The University is preparing for the fall rollout, where students will have access to this valuable resource and a direct, practical application of their classes on a platform used daily by industry professionals.
Thornburg underwrote and judged the first ever financial management research bowl with students from UNM and NMSU. Thornburg investment professionals judged the event, giving students directly applicable feedback and constructive criticism on their written reports and presentations.
As yields across sovereign markets have sunk, that's put investors in a dilemma of what to do within the space. "We're not getting paid a lot to take credit risk, so we're taking less of it," said Jason Brady. "With the curve inverted, we're holding more cash at the moment and less excited about the opportunity set."
Lon gets the only quote in this additional story about the BBB market: "Market access certainly is a benefit especially to lower quality spectrum of investment-grade. As people think about fallen angels, one of the things that could drive that is the inability to refinance risk at cheap levels.
Thornburg Strategic Income Fund (I shares) was awarded Investor's Business Daily's Best Mutual Funds 2019 Award, among 515 U.S. Taxable Bond funds for 10-year average annual returns, ending December 31, 2018.
Everyone is still talking about Puerto Rico bonds! Dave Ashley Wall Street Journal telling the reporter "The market has a very short memory" and "You still have fundamental or structural issues that need to be addressed."
David Ashley shared his view about the ongoing saga affecting Puerto Rico's debt. He's taking a wait and see approach: "This is a near-term headline - we don't know how it's going to play out over the next one, two or five years," he said. "You've made the sales tax folks fairly happy, you still haven't addressed the other part of the debt waterfall."
Lon Erickson talks about a wait-and-see approach, only he's referring to the Fed. "There was a lot of joy taken from the Fed reversing course and going to a more pronounced wait-and-see approach to raising rates," he said. "I don't know that we'll see same pace of tightening we had in January. There are several risks out there relative to what could happen for credit - I could see us hanging in here at the recent tights, or squeeze in a few more basis points out of it."
The volatility in the latter part of 2018 has left investors pondering what the best response is to start the new year. Brian McMahon said that in many ways, the recent downturn "is pretty normal. This is not something to panic about."