Chasing the muni market may come back to bite you.
Results for: Limited Term Municipal Fund
June 30, 2019
A comprehensive strategy overview with overall approach, investment process, portfolio construction and performance for the most recent quarter.
ALL TAGS
- 2017
- 60/40 equity-to-fixed income portfolio
- Active Management
- active managers
- active-passive investing
- ADRS
- Advisor Education
- advisors
- Albuquerque
- Alternative Funds
- Anne Lundberg
- Apple
- Article
- Asia
- asset allocation
- Audio
- Australia
- Automakers
- balanced portfolio
- Bank Loans
- Barrons
- Batteries
- behavioral finance
- Ben Kirby
- BENCHMARK AGNOSTIC
- BETTER WORLD INTERNATIONAL
- Better World International Fund
- biases
- Biden
- Bimal Shah
- BIPPO
- Bitcoin
- Blair Naylor
- Blockchain
- Bloomberg
- 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
- Caixin
- Cambridge Analytica
- CAPITAL APPRECIATION
- Capitol Hill
- carbon mitigation
- Carter Sims
- Central Bank
- CHAOS
- Charles Wilson
- Charlie Wilson
- China
- Christian Hoffmann
- Christopher Kuhl
- Citywire
- Client Approved
- Closed-End Fund
- CNBC
- CNBC Asia
- CNN Business
- COLLABORATION
- Commodities
- Community Engagement
- Concord
- 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
- David Ashley
- debt
- defaults
- deflation
- developing countries
- Developing Expertise
- developing markets
- Developing World UCITS
- 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 allocation
- EM equity index
- EM strategy
- emerging market bonds
- emerging market equities
- emerging market investing
- EMERGING MARKETS
- emerging markets strategy
- employment
- 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
- Fox Business
- french election
- frontier markets
- FUNDAMENTAL ANALYSIS
- Funds Society
- 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 Markets
- global opportunities
- Global Opportunities Fund
- Global Opportunities UCITS
- 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
- Ignites
- impact investing
- income
- Index level
- INDIA
- INFLATION
- inflation risks
- infrastructure
- Institutional Relationships
- Insurance
- interest rates
- Intermediate Municipal
- Intermediate Municipal Fund
- International Equity
- International Equity UCITS
- international growth
- INTERNATIONAL INVESTING
- International value Fund
- inventory
- investment
- Investment Consultants
- Investment Income Builder
- Investment Income Builder (UCITS)
- Investment Income Builder Fund
- investment opportunities
- investment returns
- Investment strategy
- INVESTMENT TEAM
- investors
- Investors Business Daily
- IRON ORE
- Italy
- Jake Walko
- Jan Blakely Holman
- Jan Holman
- Japan
- Jason Brady
- Jeff Klingelhofer
- Jennifer Pittman
- John Bonnell
- John Hackett
- Joseph Feloney
- Josh Rubin
- Julia Sze
- Korea
- Laddering
- Lei Wang
- Levered Loans
- LI KEQIANG
- LIMITED PARTNERSHIPS
- Limited Term Income
- Limited Term Income Fund
- Limited Term Income UCITS
- Limited Term Municipal Fund
- LIQUID ALTERNATIVES
- LIQUID FUELS
- liquidity
- LNG
- Lon Erickson
- long/short strategies
- low interest rates
- Low Vol ETFS
- macro
- MACROECONOMICS
- Managing Legacy Wealth
- Manufacturing
- Mark Zuckerberg
- market
- Market Correction
- market correlations
- MARKET CYCLES
- MARKET PANIC
- market selloff
- market volatility
- Markets
- MarketWatch
- Matt Burdett
- Mexico
- Mid-Cap
- MIDDLE-CLASS GROWTH
- Miguel Oleaga
- Mike Fox
- Millennials
- mission-driven
- Mobile Payments
- MONETARY POLICY
- Monetary Regulations
- MONETARY TIGHTENING
- Morningstar
- MSCI All Country World
- MSCI Emerging Markets
- MULTISECTOR BONDS
- Multisector Opportunistic Strategy
- muni bonds
- 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
- Opalesque
- OPEC
- Operations
- opportunities
- overseas outperformance
- passive factor investing
- passive managers
- PASSIVE VS ACTIVE INVESTING
- performance
- Personal Finance
- PETROLEUM EXPORTING
- Philanthropy
- planning
- Platforms
- Podcast
- political risks
- politically driven investing
- POLITICS
- populism
- portfolio allocation
- Portfolio Analytics
- portfolio management
- powell
- Powell Put
- President Temer
- Press Release
- PRICE PER BARREL
- Prime Minister Theresa May
- productivity
- qe
- QUALITY COMPANIES
- quantitative tightening
- R shares
- R6
- raising rates
- Randy Dry
- rate cut
- rate exchange
- rate hikes
- rate increase
- rates
- Recapitalization Bonds
- recession
- recovery
- renewables
- repo
- Retirement
- Retirement guide
- rising interest rates
- Rising Rates
- risk
- risk-adjusted returns
- risk/reward
- robo advisors
- Samsung
- Santa Fe
- Santa Fe Opera
- Sean Sun
- security selection
- Sell-Off
- Shanghai
- Shenzhen
- short duration
- Short Duration Municipal Fund
- Small-Cap
- Smart Beta
- SmartPhones
- SMID
- social
- social impact
- Social Security
- south africa politics
- sovereign bonds
- Spiritual Investing
- Steel manufacturing
- Steven Klopukh
- 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
- TBLD
- TD Ameritrade
- Team Building
- TEAMWORK
- tech bubble
- tech giants
- Technology
- telecoms
- testimony
- TH4047
- the age of amazon
- the federal reserve
- The New York Times
- Thornburg Foundation
- Thornburg Income Builder Opportunities Trust
- Tim McCarthy
- TRADE
- Trade conflict
- treasuries
- Trump
- Turkey
- TV
- 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
- values
- Video
- virus
- VOLATILITY
- vrdns
- VRDOs
- Wall Street Journal
- William Loehning
- women
- WORLD CUP
- World Population
- Xi Jinping
- Yahoo Finance
- Yield
- yield curve
- Yong Zhang
