#NowMe Episode 8: Pride in Investing—Thornburg
July 7, 2020
June is LGBTQ pride month. Find out from Jan what’s changed for married LGBTQ couples, income inequality among them, and if there are any differences in...
Research Alliance
V-Shaped Economic Rebound in Q3 to Usher in More Mature Phase of Globalization—Thornburg
July 7, 2020
Nancy R. Lazar is head of economic research and founding partner at Cornerstone Macro, which provides economic research to institutional clients. She sp...
The Muni Market’s Fed-sponsored Round Trip—Thornburg
June 23, 2020
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...
The Fed’s “Not Thinking” Singular Focus—Thornburg
June 23, 2020
Supporting the beaten-down labor market is the Federal Reserve’s “major focus,” not inflation nor risk asset prices. Doing “whatever we can and for as l...
Examining China’s COVID-19 Recovery and Ailing US Relations—Thornburg
June 17, 2020
Some segments of China’s economy have recovered to pre-coronavirus levels, while others lag and a few have seen accelerated growth. Portfolio Manager Le...
India Advances as Option for Global Manufacturers, but Snags Remain—Thornburg
June 17, 2020
Digitization and greater foreign exchange stability help India’s case as an alternative to China in the global supply chain, though heavy manufacturers ...
International Growth Opportunities Accelerate with COVID-19—Thornburg
June 17, 2020
To fully capture the growth opportunity in digital technology accelerated by COVID-19, consider investing internationally.
Weathering the Storm—Osterweis
June 16, 2020
According to Daniel Oh, remittance data for asset-backed securities suggests borrowers have embraced Covid-19 assistance programs, mitigating the initia...
You Asked About Income, Our PM Answered—Thornburg
June 10, 2020
Thornburg Investment Income Builder Portfolio Manager Ben Kirby answers your questions about where the team sees opportunities within the income landscape.