Category: Thornburg Investment Management

U.S. Stocks Bounce Back After Tech Selloff Oil prices edge up, a day after their biggest fall in months U.S. stocks rebounded Wednesday after a three-session selloff in big technology stocks pulled the Nasdaq Composite Index into correction territory. The tech-laden index rose 3.2%, after suffering its worst three-day drop since March. The Dow Jones […]

After monster rally, investors cautious as U.S. recovery wobbles Investors are preparing their portfolios for a potentially rocky patch in U.S. stocks, worried that a dramatic rebound in equities may stall amid dimming economic data and rising political uncertainty. Read more here: https://www.reuters.com/article/us-usa-stocks-weekahead/investors-raise-cash-as-u-s-recovery-wobbles-options-strategies-profit-idUSKCN24W2R8

Ignore GDP. Here’s What Investors Should Watch for Economic Insights During the Pandemic. Everyone knew it was coming, but the anticipation made it no less ugly: The U.S. economy shrank an annualized 32.9% in the second quarter from the first. Investors should dismiss the historic number—but not just because the worst of the pandemic’s toll […]

No. The pandemic isn’t over. That’s one big reason debt markets are following the downward spiral in stocks “I’d be more concerned if the market wasn’t repricing,” says one credit investor. The Federal Reserve’s more than $2 trillion arsenal of funding to keep credit flowing during the coronavirus pandemic can’t fix everything. The Fed doesn’t […]

The stock market is not the economy: Thornburg Co-Head of Investments – Ben Kirby, Co-Head of Investments at Thornburg Investment Management, joins The Final Round to discuss how investors are managing market volatility and his forecast for what’s next.

Are Municipal Bonds Still a Safe Source of Retirement Income During Coronavirus? If you’re one of the many investors in the $3.9 trillion municipal-bond market, the coronavirus may have you asking: are my safe-haven municipal bonds really that safe? Municipal bonds –– bonds issued by governments and agencies, often to finance projects like airports, schools […]

The Fed is scared of where the economy is headed: portfolio manager – Jeff Klingelhofer from Thornburg Investment Management spoke with Yahoo Finance about the state of the U.S. economy and how the Fed is handling coronavirus.

Ted Chang On How To Take Advantage Of Elevated Volatility (VIX) – Market Overtime with Nicole Petallides covers the day’s market action through both the short-term and long-term investment lens. Nicole is joined by experts who provide actionable ideas that will help educate and inform with topics like: Growth vs. Value, Retirement, and Portfolio Protection. Market Overtime highlights buying and selling opportunities, bullish and bearish outlooks on a multitude of stocks and sectors, and goes in depth on strategy risks and rewards.

Health-care and tech sectors rise as stocks erase early loses – CNBC’s Kelly Evans discusses the day’s market actions with Jason Brady, CEO of Thornburg Investment Management, and Terri Spath of Sierra Mutual Funds and Tom Porcelli of RBC Capital Markets.

Stocks Close Mixed as President Trump Talks China Trade Deal; Companies Report Earnings – Stocks closed mixed on Wednesday, with the Dow dropping more than 200 points to fall for the first time in three days. Ted Chang, Portfolio Manager for Thornburg Investment Management, explains what President Trump’s comments about China in regards to the trade war means for the markets and economy. Meanwhile, Lyft and Peloton release their quarterly earning reports after the bell.

The hit to the travel industry ‘is not a demand issue,’ consumers want to travel: Expert – All major indexes are moving higher around Tuesday’s opening bell as more states begin to reopen. Ted Chang, Thornburg Portfolio Manager, joins Yahoo Finance to discuss what companies he’s keeping an eye on, in addition to what companies he thinks will grow in the coming years.

Stocks Keep Rallying, Despite Lack of Visibility on Economy Investors say they are ‘flying in the dark’ as the dispersion of earnings estimates reaches its highest level since 2009 The coronavirus pandemic has upended expectations for corporate earnings and economic growth, so obscuring the outlook for financial markets that some investors say it is as […]

Despite Fed Backstop, Junk Bonds Still Face Big Trouble The central bank’s much-touted help for high-yield is skimpy, in light of what nastiness lies ahead. Hallelujah. Deliverance. Junk bonds were spiraling into the abyss until late March, then the Federal Reserve created a backstop for them that ended the nightmare. The bonds’ prices improved markedly. […]

Here’s why oil majors may struggle to find bargains in the shale patch Each driller, every oil well, has its own economics, which hinge on future crude prices It may be tempting to think oil giants like Exxon Mobil Corp. will swoop in and pick up smaller crude producers at bargains, given the debt on […]

Could the crude oil market bust spell trouble for high-flying U.S. stocks? The disconnect between downbeat commodity values and highflying equities in the past month puzzles investors Could the current slump in crude oil prices to historic lows mean the U.S. stock market’s recovery since late March is fragile ? That’s a question some are […]

Treasury yields rebound as crude and equity markets stabilize Congress is rolling out another fiscal stimulus package U.S. Treasury yields were higher Wednesday as stocks rose on a wave of stronger-than-expected corporate earnings reports and a new economic stimulus package passed by the U.S. Senate. A rebound in crude prices after an oil futures contract […]