Insight & Commentary

  • #NowMe: Advising Women Over 50

    Find out why demographic trends and shared personality characteristics make women over 50 the ideal clients for financial advisors.

  • Yet Another Year of Bullish Emerging Markets Calls? Why This Time Is Indeed Different

    Exogenous factors often knock well-positioned markets temporarily off track, sometimes repeatedly. But dislocated share prices ultimately re-align with business fundamentals, earnings growth and attractive valuations.

  • 5 Ways to Build Your Business This Year
    Better ways to connect with Millennials to boost your practice.
Fed Walks the Line on Rates, Steps into Repo Market

Portfolio Manager Lon Erickson provides his take on the latest 25-basis-point rate cut by the Fed. Lower rates for longer means risks continue to build in the financial system, as the Fed places a band-aid on the short-term funding market.

September 2019

      Managing Legacy Wealth: Ethical Will/Family Legacy Letter Worksheet

      An “Ethical Will” (or “Family Legacy Letter”) is the product of an ancient tradition in which individuals share their life story, personal values, beliefs, blessings, and advice with future generations. According to Dr. Barry K. Baines, the author of Ethical Wills, “legal wills bequeath valuables, ethical wills bequeath values.”

      Managing Legacy Wealth: Sales Guide

      This program consists of four presentations with multiple worksheets, checklists, and brochures. It is designed to help advisors transform their businesses into legacy wealth practices and create organic growth by capturing more assets with existing clients, cultivating relationships with family members (thereby increasing retention upon wealth transfer), and generating new business.

      Managing Legacy Wealth: Business Plan Worksheet

      In order to “close the gaps” that are preventing you from operating a true Legacy Wealth Management practice, you need a plan. The plan will be based on the goals you identified in your “Vision Worksheet” and will include tactics that are based on the gaps you identified in your “Gap Analysis.” It is important to prioritize the goals you want to achieve and the gaps you want to close. If you take on too much at once, it will seem overwhelming and may cause you to abandon the process.

      Commentary: Long/Short Equity Fund

      We are confident that a different environment for U.S. stocks at some point in the future will better highlight the diversification advantages of the Thornburg Long/Short Equity Fund.

      4th Quarter 2019

          CEO Jason Brady Speaks with Maria Bartiromo

          Thornburg CEO Jason Brady went one-on-one with Maria Bartiromo on Maria Bartiromo’s Wall Street. They discuss the Fed cut, the latest GDP number, the investing climate in Europe, and how investors should be positioned ahead of a spike in volatility.

          August 6, 2019

            Thornburg Funds Launch on Allfunds Platform (UCITS)

            Thornburg announced that its Ireland-domiciled range of UCITS funds have been added to the Allfunds platform, the world’s largest institutional fund distribution network and the largest European platform. In addition, Thornburg’s suite of eight UCITS funds are now accessible to investors in Denmark, Finland, Italy, the Netherlands, and Norway.

            June 17, 2019

              Caution Before the Celebration

              Jason Brady tells Bloomberg TV's Vonnie Quinn to remain cautious moving forward, even though first quarter results produced a nice bounce back from the volatile end to 2018.

              June 17, 2019

                Longevity and the Dividend

                Although dividends have accounted for approximately 40% of the total return of the S&P 500 Index over the past 87 years, for some reason, their importance has been overlooked. But, as more investors think about longevity and look for high and growing investments that generate high and growing income, dividends will certainly gain favor.

                2018

                    Strategic Philanthropy Managing Legacy Wealth

                    This case study tells the story of one high net worth family foundation, its journey from an organization that began with a traditional funding approach to one that embraced strategic philanthropy and the resulting rewards.

                    2018

                        Vision Mission and Values

                        Garrett Thornburg describes how our Vision, Mission and Values support our goals of excellence through continual improvement and adding value for our clients.

                        A Distinctive Approach to Emerging Markets

                        Thornburg Developing World strategy is an active investment portfolio that utilizes a flexible, bottom-up research process to uncover the best investment opportunities in the emerging markets. In this video, Portfolio Managers Ben Kirby and Charlie Wilson discuss their approach to emerging market investing.

                        Actively Managed. Structured for Excellence

                        Far from the groupthink of Wall Street, Thornburg offers a broader view of the financial landscape. We have a disciplined approach to portfolio construction, a flexible perspective that crosses boundaries, and an adherence to access and transparency. We believe this helps investors reach their long-term goals.

                        May 1, 2019

                            The two-way floating of the RMB exchange rate is a step toward a stable road

                            CEO Jason Brady tells Chinese media outlet Caixin that he believes that the main reason for the recent devaluation of the renminbi is the Fed’s rate hike. On another level, the depreciation of the renminbi is not entirely a bad thing, but two-way floating is an important step in its journey to stability.

                            April 24, 2019

                                The Value of Dividends in Retirement

                                Over the past eighty-seven years, dividends have accounted for over 40% of the total return for the S&P 500 Index. The importance of dividends has been an often overlooked part of investing, but will continue to come to the forefront as...

                                February 2019

                                    Building a Cash Flow Reserve Ladder

                                    How do retirees avoid selling their hard-earned retirement assets at the wrong time? The all-important “buy low and sell high” discipline is out of reach when forced to sell in a bear market. A cash flow reserve ladder can provide the...

                                    February 2019

                                        Endowment Spending Policy

                                        A spending plan can help retirees balance the desire to maintain a consistent lifestyle with the need to preserve assets for a retirement that could last 30 to 40 years. How should the spending amount change over time? A plan that...

                                        April 2018

                                            Retiring Retirement – Health

                                            Today, increases in longevity and the decisions associated with longer life are demanding that you help your clients prepare for the future. This may mean developing a plan that integrates health care, financial management and life goals into a strategy that supports and enhances their second half of life.

                                            November 2014

                                                Retiring Retirement – Longevity Planning: The Rationale

                                                Retiring the traditional retirement conversation and refocusing on the longevity journey doesn’t simplify life. It challenges us to broaden our perspective and increases the importance of the decisions we make relative to our health, our wealth, and how each of us uses our life’s wisdom to prepare for an abundant second half.

                                                November 2014

                                                    Commentary: U.S. Equity Strategy

                                                    We consider each company’s fundamental business drivers in our risk management framework. We believe this leads to a more balanced portfolio than the simple data may suggest.

                                                    4th Quarter 2019

                                                        Commentary: Global Opportunities Fund (UCITS)

                                                        We are primarily focused on the key operational issues of the businesses we hold in the portfolio, and we are generally optimistic about the potential for these businesses to grow revenue, earnings and cash flows.

                                                        4th Quarter 2019

                                                            Commentary: Value Fund

                                                            We consider each company’s fundamental business drivers in our risk management framework. We believe this leads to a more balanced portfolio than the simple data may suggest.

                                                            4th Quarter 2019

                                                                Commentary: Municipal Bond Funds

                                                                With credit and duration risk remaining expensive in the municipal market, we continue to position the portfolios to favor shorter durations and higher quality credit.

                                                                4th Quarter 2019

                                                                    Commentary: International Value Fund

                                                                    In the fourth quarter the fund put cash to work, mostly in Basic Value companies, reflecting an improved market and economic outlook and a number of attractive opportunities.

                                                                    4th Quarter 2019

                                                                        Commentary: Developing World Fund

                                                                        We believe our balanced approach will allow us to navigate this recovery period while allowing stock selection to drive the performance of our concentrated portfolio.

                                                                        4th Quarter 2019

                                                                            Commentary: Core Growth Fund

                                                                            We choose to focus on high-quality businesses that are oftentimes exposed to secular themes that can transcend erratic markets over the long run.

                                                                            4th Quarter 2019

                                                                                Guess What Delivered in Spades in Thornburg’s Internal 2017 Global 3 Stock/Security Competition?

                                                                                At the beginning of every year, a number of investment professionals at Thornburg voluntarily place their informal, internal-only bets on which three securities—from stocks to currencies or other financial assets—might together produce the best beta-adjusted returns in the year ahead. In 2017, the winner was Sean Sun, whose three picks included bitcoin. The cryptocurrency skyrocketed last year, of course, helping Sean win the prizeless competition by a wide margin.

                                                                                Parsing Long/Short Equity Liquid Alts Performance, Fees and Net Exposures

                                                                                Investors interested in long/short equity mutual funds would be well advised to consider more than their much-more competitive fees vs. private hedge fund peers. To genuinely hedge the long components of a portfolio, look for lower net long exposures in a long/short equity allocation, and added value on the short side even in rising equity markets.

                                                                                Commentary: Global Opportunities Fund

                                                                                We are primarily focused on the key operational issues of the businesses we hold in the portfolio, and we are generally optimistic about the potential for these businesses to grow revenue, earnings and cash flow.

                                                                                4th Quarter 2019

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