White Paper

The Salutary Effects of Coronavirus-Stricken Energy Prices

While energy investment retrenches in the wake of COVID-19’s historic impact on oil and gas markets, consumers will benefit as economies reopen. Selective and patient investors should too.

Webinar

Keeping Clients Invested Using Behavioral Finance - 3 Simple Steps

In this CE webinar, Jan Holman, Thornburg Investment Management’s Director of Advisor Education, will:

  • Review two market theories that you likely follow that don’t factor in investor behavior
  • Reveal biases common to all investors that lead many of them to sell at the worst times
  • Offer three simple steps you can take in your practice to control the destructive biases of your clients
White Paper

For Portfolio Resistance to COVID-19, Ingredients Matter

Portfolios comprised of top-notch equities and bonds coming into the economic and market crises should do even better coming out of it.

White Paper

Top Ten Reasons Emerging Markets Poised to Rally in 2020

After false starts in the last few years, we believe emerging markets are set to deliver strong performance in the year to come.

White Paper

Thornburg’s 2020 Outlook

Risk assets begin 2020 at lofty price levels. Are stocks fully valued, or rather a relative value versus global bonds?

Read a conversation with Thornburg Chief Investment Strategist Brian McMahon who surveys the unfolding investment landscape.

White Paper

Rising LNG Tide Changes How It’s Priced and Traded

Supply and demand growth in liquefied gas benefits some producers more than others. For investors in U.S. upstream gas producers and Gulf Coast LNG infrastructure, caveat emptor.

White Paper

Brazil’s Flight of the Chicken

The market has bid up Brazilian assets in anticipation of economic reforms, but the optimism should be well measured and individual securities well picked.

Webinar

The Process of Managing Retirement Income

Learn how to create sustainable retirement income for your clients by attending this business-building webinar from Thornburg Investment Management.

Whether your clients are planning for retirement or are already retired “The Process of Managing Retirement Income” webinar will provide an easy way for you to talk with clients about:

  • The best spending policy for retirement
  • A portfolio structure to help manage client investment behavior and improve outcomes
  • The importance of dividends in retirement

Presented by Andrew Rice, Thornburg’s divisional sales manager for the eastern U.S., who has been helping advisors build their businesses for almost 20 years

White Paper

The Offense and Defense of Disciplined Portfolio Balance

“There’s no free lunch” is an axiom often heard in both investing and economics. But what if there’s a way to limit the pain of market downdrafts and still gain from the rebounds? Can disciplined security selection, sound portfolio construction and calibrated rebalancing, as position size and market dynamics evolve, improve the odds for risk-adjusted outperformance, if not necessarily bagging something for nothing?

Commentary

Portfolio Allocation Amid the Tidal Effects of Renewed Fed Easing

The Fed is poised to join the global easing bandwagon, fueling a surge in risk asset prices. As market distortions from easy money grow, so does the importance of security selection and portfolio allocation.

White Paper

Dividend Investing in a Low Rate Environment

For yield-seeking investors, dividend-paying stocks may present a compelling risk-adjusted return opportunity over bonds.

White Paper

The Fed’s Dueling Mandates

The Fed is tasked with keeping prices stable, unemployment low and long-term interest rates moderate. The monetary alchemy with such unstable elements is coming under review.

White Paper

Unlocking Relative Value: Optimizing Team Structure for Multisector Fixed Income Investing

Given the rise of passive strategies in both equity and fixed income markets, today’s investors often hold actively managed strategies to a higher standard of performance than they have in the past. The failure of some “core bond” strategies to meet investor expectations has prompted them to search for alternative solutions.

Commentary

An Advisor's Value: Bridging the Behavior Gap

Those of us who have chosen a career in the financial services industry believe in the value of financial advisors. We know that financial experts are important for any individual who is trying to achieve a financial goal. But not everyone agrees with us.

Commentary

Smaller Muni SMAs Leave a Bad Taste in SALT-Seasoned Market

Big-ticket, ultra-short notes force muni SMAs with low minimums to buy longer-term paper at rich prices, likely giving clients more heartburn than total return.