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Fixed Income
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.
Thornburg Income Builder Opportunities Trust Announces Distribution
Thornburg Income Builder Opportunities Trust (NASDAQ: TBLD) announced its monthly distribution.
Markets & Economy
Looking Beyond the Leaders: A Mid-Year Perspective on Global Equities
Despite geopolitical uncertainty and market volatility, global equities continue to offer opportunities beyond the narrow group of stocks driving index returns.
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