Unsubscribe

Confirm you would like to unsubscribe from this list

You have unsaved changes on the page. Would you like to save them?

Remove strategy

Confirm you would like to remove this strategy from your list
Give Us a Call

Fund Operations
800.847.0200

FIND ANOTHER CONTACT
WSJ logo.

Tech Shines, Cyclicals Lose as Traders Bet on Uneven Growth Shock

5 Apr 2023
1 min read

Portfolio Manager Sean Sun tells the Wall Street Journal that tighter lending standards are going to create winners and losers.

The views expressed are subject to change and do not necessarily reflect the views of Thornburg Investment Management, Inc. This information should not be relied upon as a recommendation or investment advice and is not intended to predict the performance of any investment or market.

This is not a solicitation or offer for any product or service. Nor is it a complete analysis of every material fact concerning any market, industry, or investment. Data has been obtained from sources considered reliable, but Thornburg makes no representations as to the completeness or accuracy of such information and has no obligation to provide updates or changes. Thornburg does not accept any responsibility and cannot be held liable for any person’s use of or reliance on the information and opinions contained herein.

Investments carry risks, including possible loss of principal.

You are now leaving the Thornburg Investment Management website.

Thornburg does not endorse the organizations or views represented by this third-party site and takes no responsibility for, and exercises no control over, the accuracy, accessibility, copyright or trademark compliance or legality of the material contained on this site. Privacy and security policies of the third-party website may differ from that of Thornburg.

By clicking OK below, you acknowledge the previous statement and will be taken to the linked site.

OK

Stay Connected

Subscribe now to stay up-to-date with Thornburg’s news and insights.
Subscribe

More Insights

Hot balloon header image

How We Invest: Active by Nature. Disciplined by Design.

Discover Thornburg’s investment philosophy: a research-driven, high-conviction approach rooted in disciplined, long-term thinking—focused on uncovering overlooked opportunities and building resilient portfolios.
Press Release from Thornburg with a branded megaphone image.

Thornburg Income Builder Opportunities Trust Announces Distribution

Thornburg Income Builder Opportunities Trust (NASDAQ: TBLD) announced its monthly distribution.
Looking along desert towards the business district
Markets & Economy

Investment Perspectives from the Road: The UAE

Our investment professionals travel the world to evaluate global markets and unearth the most optimal ideas. Josh Rubin recently visited the United Arab Emirates (UAE), and here are his perspectives.
3D miniature Downtown of Los Angeles in spot light. Real Estate concept. 3D rendering.
Fixed Income

Investor Update: A Potential Reprieve for the Municipal Bond Tax Exemption

We provide an update on the developments surrounding the municipal bond tax exemption in a fast-moving environment.
Thornburg Investment Management courtyard

Thornburg Investment Income Builder Fund – 2nd Quarter Update 2025

When searching for income, investors tend to focus solely on dividends and distributions from U.S.-based firms. However, a global approach may yield better results.
Man looks out at a beautiful view from a conference room
Markets & Economy

FOMC Update: Fiscal Challenges Taking a Back Seat to Geopolitical Risks

Christian Hoffmann, CFA, Head of Fixed Income, shares his perspective on the Fed’s stance and the potential impact of monetary policy.

Our insights. Your inbox.

Sign up to receive timely market commentary and perspectives from our financial experts delivered to your inbox weekly.