
Whether inflation is transitory or more longer lasting, quality growth stocks can offer better protection against inflation than bonds or cash.
More Insights
Global Equity
Hyperscalers at the Inflection
The AI buildout’s biggest spenders have been stock market laggards. That is changing.
Thornburg Income Builder Opportunities Trust Announces Distribution
Thornburg Income Builder Opportunities Trust Announces Distribution
Global Equity
U.S. Treasury’s New Activism Adds Another Variable for the Dollar and International Equities
International equity investors have spent most of the past decade fighting two formidable headwinds: superior U.S. stock returns and a strong dollar. Recent actions from Washington suggest the second of those may be becoming less dependable.
ETF of the Week: Thornburg Premium Income Builder ETF (THOR)
On a recent podcast, VettaFi selected THOR as its ETF of the week.
Thornburg Philosophy
Why Santa Fe Still Shapes Thornburg’s Investment Philosophy
Santa Fe’s independent spirit underpins how Thornburg researches companies, builds high-conviction portfolios and invests for the long term.
Markets & Economy
From Grid to GPU: Tracing AI’s Power Bottleneck Through the Building
Why is AI data center power constrained beyond the grid? Explore how rack density, high-voltage DC distribution, and liquid cooling are reshaping AI infrastructure investing.
Our insights. Your inbox.
Sign up to receive timely market commentary and perspectives from our financial experts delivered to your inbox weekly.
