Category: Thornburg Investment Management

There’s a World of Dividend Stocks Out There. And They Pay More Than U.S. Companies. U.S. stock and bond markets gave investors much to like last year. Stocks closed 2019 with a string of records. Treasuries rallied, as investors sought havens from geopolitical storms. The one thing they didn’t provide? Strong yield. The S&P 500 […]

The strange reason Tesla, Beyond Meat and Peloton are soaring
Several of this year’s hottest stocks have something in common: Investors believe they are overvalued, and are betting that their share prices will soon fall.

Nick Venditti Talks Expectations From Today’s FOMC Meeting – The Watch List with Nicole Petallides offers investors a midday look at the most relevant stocks, sectors and commodities. Petallides hosts a panel of experts ranging from industry-leading CEOs, analysts and Wall Street influencers to discuss pressing topics moving the market in real-time. The Watch List provides viewers with a midpoint status update for the end of the trading day and beyond.

How unchanged Fed rates will influence a market filled with economic uncertainties – Jerome Powell announced that the Fed decided to hold rates, leaving them unchanged. Saying that the Fed sees signs of stabilizing global growth, Powell added that economic uncertainties remain like the coronavirus, which he said would likely disrupt activity in China and possibly globally. Thornburg Investment Management Nick Venditti joins The Final Round to break down how this will impact markets.

Jason Brady On Monitoring The Drivers Behind The Levels Of Equities And Bonds – Morning Trade Live – Kick off the trading day with Oliver Renick as he delivers a unique blend of live market commentary, overnight and foreign markets activity, opening bell and other real-time news. Guests and contributors offer insights and break down the markets from all angles.

The killer BBBs: Some investors are uneasy over the surge of near-junk corporate bonds Teetering on the edge of the abyss of a junk bond rating is no place that a company wants to be. But that’s where food producer Kraft Heinz finds itself. The company is known, unkindly, as “Buffett’s Folly” because the sure […]

A strategist explains his top stock picks amid coronavirus fears – Jason Brady, CEO of Thornburg Investment Management, joins “Squawk Box” to discuss his top stock picks heading into February.

Market valuations reach levels surpassed only by the dotcom boom, says Thornburg CEO Jason Brady – Jason Brady, Thornburg Investment management, and Steven Wieting, Citi Private Bank, join ‘The Exchange’ to discuss the state of the markets, bank earnings and where the market could be headed next.

Market experts on why they’re recommending oil and gas companies – Charles Bobrinskoy, Ariel Investments, and Jason Brady, Thornburg Investment Management, join ‘The Exchange’ to discuss the concerns weighing on the markets.

Both China and US are impacted by declining trade, unclear who yells uncle first: Thornburg CEO –
Jason Brady, Thornburg Investment Management, and Jason Trennert, Strategas Research Partners, join ‘The Exchange’ to discuss the state of the market and the impact of the trade war.

Why Frontier Markets Hold Promise, with an Asterisk Political unrest still can upend otherwise impressive growth in places like Kenya and Sri Lanka. Far-away places with strange-sounding names, many you barely know. That embodies frontier markets, the little brothers and sisters of emerging markets like India. And boy, frontier countries can be risky. The potential […]

How an Emerging Market Fund Handles Volatility to Come Out Ahead Training as an earthquake seismologist “dovetails quite nicely” with managing investments, according to Charlie Wilson, portfolio co-manager of the Thornburg Developing World fund. Financial markets and earth sciences have similarities, he says: They are interdisciplinary, complex systems where researchers create hypotheses using incomplete data […]