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Value Investor Insight: Alternative Alternative

"After a long run in stocks and with rising interest rates, you need another answer to diversify. This is a good one."


Latest News & Insights

  • From China to Mexico to Brazil, Headline Noise Obscures Underlying Emerging Market Drivers
    October 31, 2018 [Emerging Views, Charles Roth]
    Positive catalysts are in place in all three countries, and across emerging markets valuations and earnings expectations make for a potential rebound in 2019.
  • Hurricanes, the Muni Market, and the Duct Tape Effect
    October 23, 2018 [Market Insights, Nicholos Venditti, CFA and Dominic Alto]
    Preparations ahead of a hurricane and rebuilding after it temporarily boost tax receipts in affected areas. But longer-term effects on muni markets are usually negligible.
  • A Top-Performing, Global ESG Fund
    October 22, 2018 [Better World International Fund, Di Zhou, CFA, FRM, Jim Gassman]
    The investment methodology and philosophy that drives Better World International Fund is captured in this interview with Portfolio Managers Di Zhou and Jim Gassman.
  • Thornburg Better World International Fund Celebrates Three-Year Anniversary
    Thornburg is pleased to announce the three-year anniversary of Thornburg Better World International Fund.
  • Market Rout May Spur Rotation from Growth to Value
    October 11, 2018 [Market Insights, Charles Roth]
    Even before the market selloff, downtrodden value stocks were perking up as pricey growth stocks stumbled. But durable index-level shifts are harder to call than individual stock price disconnects from business fundamentals.