FOR THORNBURG, TRUE INSIGHT IS DIFFERENT
Thornburg’s unique perspective reflects its ongoing observation of global market dynamics and decades of experience advancing investor outcomes.
Featured Insights
Markets & Economy
The CPM Roundtable: Adventures in Global Equity
We discuss opportunities in global equity, including the importance of dividend income and diversification.
Markets & Economy
Q&A: Brian McMahon, Matt Burdett, and Christian Hoffmann
Brian McMahon (Chief Investment Strategist), Matt Burdett (Head of Equities), and Christian Hoffmann, CFA (Head of Fixed Income), recently discussed their market, macro, and investing views.
Markets & Economy
Investor Insights: Tariffs, Stagflation, Housing, and the Fed
As client portfolio managers, we have a unique perspective on what's top of mind for investors.
Outlook
Mid-Year Global Equity Outlook: Diminishing U.S. Exceptionalism Leads to Non-U.S. Opportunities
2025 has been full of surprises all over the world, which makes our thoughts at the beginning of the year, including opportunities and risks outside of the U.S. compared to the U.S., relative value opportunities across the globe, and AI’s capital intensity, that much more relevant.
Fixed Income
Mid-Year Fixed Income Outlook: Uncertainty Yields Tight Credit Spreads
Our observations at the beginning of the year included several fixed income themes that investors have had to navigate, including the impact of politics on economics and markets, and balancing the search for yield against being fairly compensated for risk.
Markets & Economy
Investment Perspectives from the Road: The UAE
Our investment professionals travel the world to evaluate global markets and unearth the most optimal ideas. Josh Rubin recently visited the United Arab Emirates (UAE), and here are his perspectives.
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