We may see first reduction in the Fed rate since 2008, says Fred… – Fred Kempe, Atlantic Council CEO, Jason Brady, Thornburg Investment Management CEO, and CNBC’s Steve Liesman join “The Exchange” to discuss their expectations for the Fed’s rate decision.
Tag: Thornburg
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 on Fox Business
Second-quarter GDP tops estimates – Thornburg CEO Jason Brady, Kadina Group President Gary B. Smith and FBN’s Deirdre Bolton on the second-quarter GDP and the impact on Federal Reserve policy.
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 Jason Brady on CNBC
Stocks down after yesterday’s market rally, here’s what to watch – Kevin Mahn, Hennion & Walsh CIO, and Jason Brady, Thornburg Investment Management CEO, join “Fast Money Halftime Report” to discuss the mid-day market as stocks are lower than yesterday.
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 Ted Chang quoted in Chief Investment Officer
The Malls Get Mauled: Will Retail Real Estate Recover? While stores are closing like crazy, courtesy of Amazon, what remains after the shakeout should be a decent investment. The death of the shopping mall. Retail apocalypse. The triumph of clicks over bricks. Phrases like this are rife amid the retreat of physical retailers due to […]
Thornburg Investment Management's Connor Browne on Yahoo Finance
Allergan stock surges on news that Abbvie will buy Botox maker in a $63 billion deal – The maker of Botox Allergan will be bought by Abbvie in a cash and stock deal valued at about $63 billion. Yahoo Finance’s Alexis Christoforous and Brian Sozzi speak to Connor Browne, a portfolio manager at Thornburg Investment Management.
Thornburg Investment Management's Jeff Klingelhofer quoted in Barron's
What the Fed’s Latest Move Means for Investors The Federal Reserve left the federal-funds rate unchanged Wednesday, as expected, at 2.25%-2.50%. The Federal Open Market Committee removed the word “patient” regarding future rate adjustments from its statement, indicating it is more likely to cut interest rates at future meetings than it was in March. Read […]
Thornburg Investment Management's Bimal Shah quoted in WSJ
Race to Public Markets Continues Despite Uber, Lyft Flops Strong anticipated demand for Slack signals robust investor appetite; 2019 still expected to be a record The IPO market faced its first major test since the disappointing debuts of Uber Technologies Inc. UBER 1.41% and Lyft Inc. LYFT 4.58% and passed with flying colors. Investors eagerly […]
Jason Brady on CNBC
Tech stocks can be a haven in case of trade tariffs, says market expert – Jason Brady, Thornburg Investment Management, and Richard Weiss, American Century Investments, join ‘The Exchange’ to discuss their market outlook amid trade concerns and U.S.-China tariffs.
Thornburg Investment Management's Jason Brady on The Exchange
Expect fewer jobs created in May, says economist – Jason Brady of Thornburg Investment Management, Andres Garcia-Amaya of Zoe Financial and Michelle Meyer of Bank of America discuss the markets and broader economy.
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. […]