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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

  • 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.
  • Regulators Seeking to Tax or Break Up U.S. Tech Giants Face Tough Task
    March 21, 2018 [Market Insights, Charles Roth]
    While U.S. tech giants are effective monopolies, they are so in an unconventional way, making taxing them easier than breaking them up.
  • Understanding The Confucian in Xi's Populism
    March 15, 2018 [Emerging Views, Charles Roth]
    China has dropped norms to allow President Xi Jinping to remain in power after his second term ends. While worrisome at first blush, the populist turn and consolidation of power likely has near-term economic and financial market benefits, and longer-term political risks.
  • 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.