Federal Reserve and other major central bank stimulus should benefit high-quality value stocks and foster inflation’s “green shoots” as the global economy emerges from recession.
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...