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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?


Latest News & Insights

  • Value Investor Insights with Portfolio Manager Connor Browne
    April 30, 2018 [Connor Browne, CFA]
    In two separate articles, Portfolio Manager Connor Browne, CFA, weighs in on the thought process Thornburg employs on accessing investments in the healthcare industry.
  • A More Demanding Powell Put to Test EM’s Strengthened Mettle
    May 10, 2018 [Emerging Views, Charles Roth]
    The Fed chairman makes clear the bar for slowing monetary tightening is higher nowadays, and argues emerging markets are much better positioned to handle higher U.S. yields than they were before.
  • The Upside of Munis’ Down Market
    May 3, 2018 [Market Insights, Dominic Alto]
    Bond supply is plummeting, but so is demand. And rates are rising. Where are the silver linings?
  • 10-Year Treasury Yield Upshifts past 3% as Fear of Curve Inversion Grows
    April 25, 2018 [Market Insights, Charles Roth]
    Stocks slide on rising rates and yield curve inversion concerns, but a recession doesn't look likely, judging by other economic data and the high-yield bond market.
  • 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.