Away from the Noise: Recent Episodes
Thornburg
Get away from the noise of the investment herd, and hear our experts bring a new perspective to widely talked about topics.
Jan and Hollis discuss recent CEG research highlighting the disconnects between the services clients expect to receive from their advisors, the services they believe they're receiving, and the services advisors believe they're delivering.
In this podcast, Jan and Hollis begin a segment using the alphabet to share the most important concepts in personal finance.
In this podcast, Jan and Hollis discuss a recent study that explores the perspectives of women from various generations share regarding their financial confidence and concerns.
Jan and Hollis discuss the performance of the 60/40 portfolio a year after it experienced its worst year since 1937.
Jeff Klingelhofer discusses when the recession may finally arrive, whether the Fed will tolerate inflation above its 2% target, and that surging government debt.
Thornburg PM Josh Rubin joins Dan Keeler, founder of Frontier Markets News, for a stroll through key emerging and frontier markets regions. He digs into the impact of recent developments in China, investment opportunities in the Middle East, why Saudi Arabia appears to be tightening its friendships with a host of nations that are not considered exactly friendly to the West, and how a slight change in sentiment among global investors could tip off much greater changes in emerging markets.
Talking about finances can be very dry, boring, intimidating, or something we avoid altogether. On this special episode, Jan Blakeley Holman joins Amy Palmer to discuss this and more on an episode of The Modern Elderwoman Podcast.
One of the most significant determinants of a small business’ success is the client experience.
Thornburg Senior Equity Research Analyst Glen Hilton explains why active managers are mistaken if they overlook investment opportunities in Japan.
Fixed Income Trade Associate Arzoo Mulla, CFA, discusses how capital expenditure plans inform active investors about how firms are preparing for expansion.
Three of Thornburg’s International Equity Portfolio Managers discuss investing in China. We are waiting for the U.S. to pivot – but has China already done so?
Portfolio Manager and Managing Director Matt Burdett believes the European energy crisis may be contained, leading to attractive discounts and opportunities.
Portfolio Manager Ali Hassan walks us through the potential opportunities and pitfalls of private and public credit, along with what investors should consider.
Portfolio Manager Josh Rubin discusses significant political events in emerging markets that may impact investors.
As the disconnect between policy ambitions and on-the-ground realities widen, asset managers have to cope the challenge of the changing face of ESG.
Thornburg's Matt Burdett feels the weakness in European stocks provides a decent backdrop for finding good ideas and global leaders at good prices.
Thornburg Portfolio Manager Lei “Rocky” Wang provides an update on China, including the lockdown of Shanghai and its economic impact.
Emerging markets equities have had a rough ride in recent years. Yet disciplined security selection can add value to a diversified portfolio.
Associate Portfolio Manager Ayman Ahmed discusses why you should consider emerging market debt, recent challenges to performance, and future opportunities.
Late last year, Thornburg International Equity Lei "Rocky" Wang came back from China after a three month visit. Before the holidays, we sat down with Rocky to discuss his observations within the country including the regulatory agenda, ESG progress and the prospects of investing in China moving forward.
Thornburg Municipal Bond Managers discuss the important topics impacting the municipal bond market, including supply and demand, infrastructure spending and cyber security.
The threat of inflation looms, rates are climbing, yields could be negative, and there is no longer safety in sovereign bonds. Central banks have committed to stay “on hold” as the global economy re-opens amid unprecedented government spending—leading us all to ask: what’s next for fixed income? Thornburg President & CEO, Jason Brady, discusses what all this means for bonds and why he is excited about the future of fixed income markets.
Portfolio Manager Charlie Wilson explains the importance of employing ESG analysis in identifying companies that are good stewards of their resources. They tend to be higher-performing firms, particularly in emerging markets.
The past 40 years have been rewarding for fixed income investors, but as yields have fallen over time, the future looks far more challenging. Portfolio Manager Matt Burdett lays out compelling income options for flexible, nimble investors.
The index comprises 26 countries with their own politics, monetary and fiscal policies and GDP growth drivers. But there are also strong, resilient companies in most of them and plenty of potential upside for returns.
U.S.-China rhetoric may de-escalate, if not actual bilateral tensions. Meanwhile, China’s relaxation on investment restrictions encourages greater foreign portfolio inflows into local A-share equity and bond markets.
“Deficits don’t matter” may still be heresy among fiscal hawks. But unprecedented government debt spending amid ballooning central bank balance sheets and still-elusive inflation prompts fixed income PM Jeff Klingelhofer to examine the myths and assumptions around “modern monetary theory.”
Jason Brady, president and CEO of Thornburg Investment Management, joins Barron’s to discuss the outlook for financial markets, industry sectors, and individual stocks.
In the first of a two-part series, Thornburg Chief Investment Strategist Brian McMahon discusses the current income landscape as well as telecommunications companies in Thornburg Investment Income Builder Fund.
Technology is disrupting traditional business models. Intangible assets now account for some 80% of S&P 500 Index assets. But traditional accounting poorly captures their value and return on investment, impacting earnings forecasts and shareholder returns.
Portfolio Manager Sean Sun dives into how gaming will drive social interaction and creativity on its long growth path.
Properly parsing a company’s internal ESG metrics alongside third-party data requires understanding the context and limitations of both data sets to better gauge the potential return
If the Bank of Japan, Federal Reserve and European Central Bank are enticing investors to swing for the fences with low or negative rates, focusing on the fundamentals of individual stocks and bonds is key to a strong investment batting average.
Federal Reserve’s liquidity bazooka ended the “doom loop” of lower funding market values and forced selling. But liquidity-driven euphoria creates a disconnect between prices and still-challenged fundamentals. The price gravity of bankruptcy.
Integrating ESG factors is important for companies’ financial performance and sustainability, and equally important for active managers’ ESG investment analysis, including ESG “momentum” stocks.
Since the dizzying spring spikes in municipal market bond yields, the Federal Reserve’s stimulus programs have fueled a rebound in muni market prices to all-time highs and yields back to historic lows. Despite the Fed’s lifelines, muni market fundamentals remain challenged and price risk high.
Some segments of China’s economy have recovered to pre-coronavirus levels, while others lag and a few have seen accelerated growth. Portfolio Manager Lei Wang surveys China’s re-opening, its fraying bilateral relations with the U.S. and the Eurozone’s tentative first step toward fiscal cohesion.
India has leap-frogged into the digital era with an astounding set of thoughtful initiatives that have major implications for its telecoms, financial services and retail sectors, among others.
Oil prices have swung massively over the past several weeks, including a dip into negative pricing. Portfolio Manager Charlie Wilson breaks down what it means to the energy sector in the U.S. and globally.
Keeping your balance in emerging markets equity investing means identifying strong businesses, balancing value and growth styles across the portfolio and minimizing currency risks.
During an investment research trip, Portfolio Manager Lei Wang was caught on the ground during China’s coronavirus outbreak and lockdown. He surveys the pandemic’s economic impact and recovery outlook in the world’s second-largest economy.