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 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...