President and CEO Jason Brady joined Bloomberg to talk inflation, markets, and U.S. job data.
Eve Lando, portfolio manager and managing director on Thornburg’s municipal bond team, says the cost of storms like the freeze that gripped Texas, coastal hurricanes or California wildfires top the list of her worries when it comes to the municipal market.
President and CEO Jason Brady joined Bloomberg TV to discuss his outlook on fixed income and equity markets.
President and CEO Jason Brady joined Bloomberg TV to discuss the fixed income and equity markets amid Fed action and the rise of the retail investor.
Ben Kirby, co-head of investments, shares reasons to be bullish on emerging markets on Bloomberg TV.
Co-Head of Investments and Portfolio Manager Jeff Klingelhofer joins Bloomberg TV to talk about the coronavirus-driven market selloff, the importance of defensive portfolio positioning, and when we can expect a market bottom and turnaround.
Thornburg President and CEO Jason Brady identifies opportunities for investors in light of the trade war, the Fed's policy, and Thornburg's portfolio positioning with regard to China.
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.
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."
President and CEO Jason Brady says it's important for investors to look at the fundamentals of a company during volatility instead of the headlines in an in-studio interview with Bloomberg TV.
CEO Jason Brady talks with Bloomberg TV about a range of topics, from all-time market highs, the Fed's Jackson Hole symposium, and opportunities in emerging markets.
CEO Jason Brady discusses the impact of the Turkey crisis on financial markets with Bloomberg's Shery Ahn and Julie Hyman on "Bloomberg Markets"
Thornburg President and CEO Jason Brady discusses markets, volatility and the 60/40 portfolio allocation strategy on "Bloomberg Markets."