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FAANG Dominance: Consuelo Mack interviews Portfolio Manager Connor Browne

Will they continue to dominate, even as they encroach on each other's turf?

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Latest News & Insights

  • The Weak Dollar Puffs Up Overseas Equity Returns
    April 18, 2018 [Emerging Views, Josh Rubin]
    Yet the earnings potential of developed and emerging markets stocks is real, since they are at earlier points in their respective business cycles.
  • After #ZuckerbergHearing, Investors Don’t Unfriend Facebook
    April 13, 2018 [Market Insights, Charles Roth]
    Facebook’s margins could ebb this year, but they remain at elevated levels and profits could still grow meaningfully.
  • 2017 Mutual Fund Tax Information
    2017 tax information for our mutual funds is now available.
  • The Tech Wreck, Bank Breach, and Welcome Return of Market Volatility
    April 4, 2018 [Market Insights, Charles Roth]
    Tech and financials led the recent selloff, as headline noise and regulatory risks spooked investors. But strong corporate fundamentals, including earnings growth, should ultimately drive stock returns.
  • Beijing's Reforms Reveal Blue Skies
    March 2018 [Charles Wilson, PhD]
    China’s supply-side reforms are having a real impact on its economy and environment, and creating attractive, if not immediately apparent, investment opportunities for flexible valuation-sensitive investors.
  • Navigating the Economic and Market Crosscurrents to Come
    January 2018 [Jason Brady, CFA]
    Why are U.S. financial conditions easing as the Fed tightens monetary policy? Is the Phillips Curve finally showing signs of life? Are ETFs liquid? What are today’s challenges to portfolio construction and asset allocation? Thornburg CEO Jason Brady answers these questions, and more.