Tag: Stocks

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 […]

Thornburg Investment Management's Connor Browne on Bloomberg Radio

Abbvie Buys Allergan, U.S. Set to Delay China Tariffs (Podcast) – Rebecca Spalding, Bloomberg News Biotech Reporter, and Max Nisen, Bloomberg Opinion Health Care Columnist, break down AbbVie agreeing to pay $63 billion for rival drugmaker Allergan, the latest huge merger in a pharmaceutical sector rapidly being reshaped by deals. Sarah McGregor, Bloomberg News U.S. Economic Policy Team Leader, explains that U.S. is willing to suspend the next round of tariffs on an additional $300 billion of Chinese imports while Beijing and Washington prepare to resume trade negotiations. Connor Browne, Portfolio Manager at Thornburg Investments, talks about stocks in his long/short strategy. Businessweek Editor Joel Weber and Bloomberg News Venture Capital Reporter Sarah McBride discuss how using technology can be used to protect parts of Redwood trees. And we Drive to the Close with Joe Barrato, CEO at Arrow Investment Advisors. Hosts: Carol Massar and Jason Kelly. Producer: Paul Brennan

Thornburg Investment Management's Charlie Wilson in USA Today

Dow, stocks pared losses in afternoon trading after China trade talks end U.S. stocks pared earlier losses in afternoon trading Friday after Treasury Secretary Steven Mnuchin described high-stakes trade talks with the Chinese delegation in Washington as “constructive.” Mnuchin made the remarks to reporters after the negotiations between the two countries ended with no deal. […]