Global Value team portfolio manager Dan O’Keefe recently joined a stellar panel of legendary value investors to discuss and debate the current challenges facing portfolio managers. We assembled Dan’s insights on the most timely topics discussed during the event.
The Muni Market’s Fed-sponsored Round Trip—Thornburg
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...
Examining China’s COVID-19 Recovery and Ailing US Relations—Thornburg
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...