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.
The Art and Science of ESG in Fundamental Research—Thornburg
ESG analysis opens news fields of inquiry into corporate management’s performance on key sustainability issues. ESG miners and energy companies? “Really...
Fed Fuels Record High-Yield Bond Market Issuance and Investor Inflows—Thornburg
Amid a massive return since the March low, the default rate has nearly tripled from year-ago levels as recovery rates deteriorate. “Kicking the can down...