Cornerstone Macro Expects V-Rebound in 3Q to Usher in More Mature Phase of Globalization.
To fully capture the growth opportunity in digital technology accelerated by COVID-19, consider investing internationally.
Coronavirus has sent economies swooning, toppling consumer price indices. Rebounds in stock and bond markets on policy stimulus don't mean market volatility is over, or that inflation is dead.
Thornburg Foundation, the family foundation founded by Thornburg Investment Management Founder and Chairman Garrett Thornburg, announced $250,000 in additional grants to support nonprofit organizations that address critical gaps in services that affect infants, toddlers, and their families; assist local food supply chains; combat and coordinate emergency food and hunger needs; and conduct census outreach activities for hard-to-count communities with low self-response rates.
An associate PM gives her perspective from the trenches.
In light of Covid-19 and recent volatility, Charlie Wilson provides an update on two key opportunities in emerging markets.
In this preview video, Alden Mills, former Navy Seal and current author and inventor of the "Perfect Push-up," provides tips for working remotely in the unprecedented time.
Alden Mills, former Navy Seal and current author and inventor of the "Perfect Push-up," provides tips for working remotely in the unprecedented time.
Thornburg Co-Head of Investments Jeff Klingelhofer talks about the dislocations in credit markets and the opportunities that are surfacing as a result.
The Thornburg Foundation, the family foundation founded by Thornburg Investment Management Founder and Chairman Garrett Thornburg, announced $240,000 in grants to support non-profit organizations serving the homeless, the hungry, children, and families in Santa Fe and Albuquerque, New Mexico who are impacted by the coronavirus pandemic.
Amid the continued turmoil spawned by COVID-19, Thornburg President and CEO Jason Brady provides an update on how we are responding to market volatility.
The 3-minute take on the Federal Reserve's unprecedented actions
A review of academic research on actively managed funds backs data on active manager outperformance during February's coronavirus-fueled markets fallout.
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.
Nancy Lazar, head of economic research and founding partner at Cornerstone Macro, gives her 2020 U.S. economic forecast in this quick Q&A.
Nancy Lazar provides a macroeconomic outlook during Thornburg Investment Management's Global Research Summit.
Thornburg CEO Jason Brady provides an update on how Thornburg is managing risks and opportunities created by the turbulent market.
COVID-19 and the socio-political responses to it present an opportunity for both market timers, those who try and trade around the shifts in market direction, and long-term investors.
The Fed chopped its key rate after equities and bond markets tanked last week. The move risks fueling already frothy risk asset prices amid weakening global growth due to COVID-19, which has badly disrupted global supply chains and increasingly damped some services industries.
Headlines about the COVID-19's impact on global GDP growth and earnings are worrying, but longer-term drivers in emerging market earnings should predominate before long.
Coronavirus-induced market volatility is another in a long string of blows to the global economic recovery. But investors should look through the disruptions for free-cash-flow companies with healthy balance sheets and resilient, if not robust earnings.
Thornburg CEO Jason Brady discusses the key drivers of the recent selloff and where investors can look for interesting opportunities amid volatility.
If the novel coronavirus' spread hurts some industries, others are positioned to benefit from the fallout. Examining the short- and long-term implications of the virus' effect on global supply chains.
Exogenous factors often knock well-positioned markets temporarily off track, sometimes repeatedly. But dislocated share prices ultimately re-align with business fundamentals, earnings growth and attractive valuations.