Look behind the clouds for promising investment opportunities in Europe.
Results for: Europe
China’s GDP is changing, and creating new investment opportunities. Thornburg PM Lei Wang discusses the outlook for Chinese stocks, the market implications of the political turmoil in Hong Kong and prospects for European equities.
April 28, 2017
European asset prices have surged since independent Emmanuel Macron emerged as the decisive winner in the first round of the French presidential election...
ALL TAGS
- 2017
- 60/40 equity-to-fixed income portfolio
- Active Management
- active managers
- active-passive investing
- ADRS
- Alternative Funds
- Alternatives
- Apple
- Asia
- asset allocation
- Automakers
- balanced portfolio
- Bank Loans
- Batteries
- behavioral finance
- Ben Kirby
- BENCHMARK AGNOSTIC
- BETTER WORLD INTERNATIONAL
- Better World International Fund
- biases
- Biden
- Bimal Shah
- Bitcoin
- Blockchain
- Bloomberg Markets
- BLUE CHIP
- Bond Funds
- bond market
- Bond markets
- Bond Strategies
- bond yields
- Bonds
- Border Trade
- Brazil
- Brexit
- Brian McMahon
- BRICK-AND-MORTAR
- bubble
- Butterfly Effect
- Cambridge Analytica
- CAPITAL APPRECIATION
- Capitol Hill
- carbon mitigation
- Central Bank
- CFA
- CHAOS
- Charles Wilson
- China
- Client Approved
- CNBC Asia
- COLLABORATION
- Commodities
- CORE ASSET CLASSES
- coronavirus
- corporate bonds
- corporates
- covid-19
- COVID-19 Fed response
- covid19
- credit risk
- creditworthiness
- CRUDE OIL
- Cryptocurrency
- CURRENCY RISK
- currency risks
- damage
- Danan Kirby
- David Ashley
- debt
- defaults
- deflation
- developing countries
- Developing Expertise
- developing markets
- DEVELOPING WORLD]
- Di Zhou
- DIGITAL PAYMENTS
- digitization
- DISRUPTIVE TECHNOLOGIES
- DIVIDENDS
- divorce
- Domestic Loan Growth
- Dominic Alto
- downside capture ratio
- EARNINGS
- economic conditions
- ECONOMIC GROWTH
- economic policies
- economic recovery
- Economic Reforms
- ECONOMICS
- ECONOMY
- education savings
- ELECTION
- Electric Vehicles
- EM equity index
- emerging market equities
- emerging market investing
- EMERGING MARKETS
- emerging markets strategy
- energy
- energy prices
- environmental
- equities
- equity
- Equity Funds
- equity income
- equity markets
- Equity Strategies
- ESG
- ESG Investing
- ETF
- etfs
- europe
- European Union
- eurozone
- Eve Lando
- Ewallets
- EXPLANATORY POWER
- fed
- fed rate
- Fed rate cut
- Fed reserve interest rates
- Fed response
- Federal Reserve
- Federal reserve exchange rate
- Federal reserve interest rates
- Fiat Currencies
- Financial Advisors
- FINANCIAL MARKETS
- financial planning
- Fiscal policy
- fixed income
- Fixed Income Funds
- FOMC
- FOREIGN EXPOSURE
- french election
- frontier markets
- FUNDAMENTAL ANALYSIS
- Garrett Thornburg
- GDP
- GDP growth
- generalist approach
- geopolitical risk
- global allocation
- Global Distribution Team
- Global Economy
- global equities
- Global Equity
- Global Fixed Income
- global forecast
- global investing
- Global Opportunities Fund
- governance
- Government
- Government bonds
- green bonds
- green shoots
- Green washing
- Greg Dunn
- growth stocks
- Hard and Soft Data
- HEDGE FUNDS
- HEDGING
- High Yield
- high-yield bonds
- high-yield returns
- hurricane
- impact investing
- income
- Index level
- INDIA
- INFLATION
- inflation risks
- Insurance
- interest rates
- Intermediate Municipal
- Intermediate Municipal Fund
- International Equity
- international growth
- International Growth Fund
- INTERNATIONAL INVESTING
- International value Fund
- inventory
- investment
- Investment Income Builder
- Investment Income Builder (UCITS)
- Investment Income Builder Fund
- investment opportunities
- investment returns
- Investment strategy
- INVESTMENT TEAM
- IRON ORE
- Italy
- Jan Blakely Holman
- Japan
- Jason Brady
- Jeff Klingelhofer
- John Hackett
- Josh Rubin
- Korea
- Laddering
- Levered Loans
- LI KEQIANG
- LIMITED PARTNERSHIPS
- Limited Term Income
- Limited Term Income Fund
- Limited Term Income UCITS
- Limited Term Municipal Fund
- Limited Term U.S. Government Fund
- Lipper Award
- LIQUID ALTERNATIVES
- LIQUID FUELS
- liquidity
- LNG
- Lon Erickson
- long/short strategies
- low interest rates
- Low Vol ETFS
- MACROECONOMICS
- Managing Legacy Wealth
- Manufacturing
- Mark Zuckerberg
- market
- Market Correction
- market correlations
- MARKET CYCLES
- MARKET PANIC
- market selloff
- market volatility
- Markets
- Matt Burdett
- Mexico
- MIDDLE-CLASS GROWTH
- Millennials
- mission-driven
- Mobile Payments
- MONETARY POLICY
- Monetary Regulations
- MONETARY TIGHTENING
- Morningstar Rating
- MSCI All Country World
- MSCI Emerging Markets
- MULTISECTOR BONDS
- Multisector Opportunistic Strategy
- muni funds
- muni market
- municipal bond market
- Municipal Bonds
- munis
- MUTUAL FUNDS
- Nancy R. Lazar
- North Korea
- nuclear weapons
- OIL
- oil and gas markets
- OIL SUPPLY CHAIN
- ONLINE COMMERCE
- OPEC
- opportunities
- Our Firm
- overseas outperformance
- passive factor investing
- passive managers
- PASSIVE VS ACTIVE INVESTING
- performance
- PETROLEUM EXPORTING
- Philanthropy
- Platforms
- political risks
- politically driven investing
- POLITICS
- populism
- portfolio allocation
- Portfolio Analytics
- portfolio management
- powell
- Powell Put
- President Temer
- PRICE PER BARREL
- Prime Minister Theresa May
- qe
- QUALITY COMPANIES
- quantitative tightening
- R shares
- R6
- raising rates
- rate cut
- rate exchange
- rate hikes
- rate increase
- rates
- Recapitalization Bonds
- recession
- renewables
- repo
- Retirement
- Retirement guide
- rising interest rates
- Rising Rates
- risk
- risk-adjusted returns
- risk/reward
- robo advisors
- Samsung
- Sean Sun
- security selection
- Sell-Off
- Shanghai
- Shenzhen
- short duration
- Short Duration Municipal Fund
- Smart Beta
- SmartPhones
- social
- social impact
- Social Security
- south africa politics
- sovereign bonds
- Spiritual Investing
- Steel manufacturing
- stimulus
- Stock market fundamentals
- Stock market rebound
- stock prices
- stocks
- Strategic Income Fund
- Strategic Income Fund UCITS
- Strategic Municipal Income Fund
- SUSTAINABILITY
- sustainable investing
- Taiwan
- tax-exempt
- Taxes
- TEAMWORK
- tech bubble
- tech giants
- Technology
- telecoms
- testimony
- TH4047
- the age of amazon
- the federal reserve
- Thornburg Foundation
- TRADE
- Trade conflict
- treasuries
- Trump
- Turkey
- U.K.
- u.s.
- U.S. Dollar
- U.S. economy
- U.S. Elections
- u.s. equities
- u.s. equity
- u.s. federal reserve
- U.S. Jobs
- U.S. Stocks
- U.S. Treasury Yields
- UCITS Funds
- UIB
- ultra-short notes
- unemployment
- Unemployment Rate
- United Kingdom
- value stocks
- virus
- VOLATILITY
- vrdns
- VRDOs
- women
- WORLD CUP
- World Population
- Xi Jinping
- Yield
- yield curve
