Lewis Kaufman, Artisan Partners Developing World founding portfolio manager, discusses the topics he finds relevant to today’s investing environment. Topics include his foundational approach to risk management, why he is value driven versus valuation driven and how he views passport companies.
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...