He spoke about the Allergan deal along with two other names in the Long/Short Equity portfolio: Gilead Sciences and Comcast. Connor also talks about the market's infatuation with some recent IPOs that remind him of valuations we saw in 1999.
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Known as the FAANGs, Facebook, Amazon, Apple, Netflix, and Google/Alphabet could also be dubbed the great disruptors. They've created new businesses and destroyed old ones, changing the way we conduct our personal and business lives in the process. Will they continue to dominate, even as they encroach on each other's turf?
Portfolio Manager Connor Browne speaks about the concerns he has about the equity market and compelling reasons to discuss Thornburg Long/Short Equity Fund.
Portfolio Manager Connor Browne tells Bloomberg Radio that while the economy is still strong, investors should plan ahead before the next equity downturn, and alternatives could make a lot of sense in portfolios today.