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International Equities
Opportunities in Overseas Equities
At Thornburg, we believe international equities offer an attractive total return profile with the combination of earnings growth, low valuations, and higher dividend yields. Hear Head of Equities Matt Burdett and Portfolio Manager Lei “Rocky” Wang provide insight into Thornburg’s International Equity strategy.
Global Equity
Quality Without Dogma: Why Valuation Still Matters
Is quality investing broken, or have investors simply paid too much for it? This article explores why Thornburg believes quality and valuation discipline are inseparable, and why flexibility remains essential to long-term investing.
Global Credit
What Tight Credit Spreads Mean for Investors
Tight credit spreads and elevated valuations leave little room for error. Here's what fixed income investors should consider in today's market.
Global Equity
Signal Over Noise: A Conversation on Global Markets
At Thornburg, we separate signal from noise in today's global markets, sharing how active, high-conviction research shapes portfolio decisions across countries and sectors.
International Equities
VettaFi Webcast: The Rise of International Equities
As U.S. equities become increasingly reliant on AI-related capex, investors could diversify portfolios by investing internationally. With attractive total return profiles and solid growth, international equities could be an increasingly important for investors going forward.
Economy
Hyperscalers at the Inflection
The AI buildout’s biggest spenders have been stock market laggards. That is changing.
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