Tag: Jason Brady

Thornburg Investment Management's Jason Brady in Chief Investment Officer

Why Is the Fed Cutting Rates in a Good Economy? Alan Greenspan and others say it’s for insurance, just in case things go wrong. So the economy is doing well, unemployment is low, and no big threats appear to be looming for the US. Yet the Federal Reserve’s policymaking panel on Wednesday is expected to […]

Thornburg Investment Management's Jason Brady in WSJ

What Is a Stock Rerating? The term, when used to describe stocks, refers to changes in investor sentiment When Wall Street analysts use the terms “rerating,” “rerate” or “derating,” they are talking about something at the heart of the investing process: changes in investor sentiment. “When a stock sees a rerating, people are either more […]