Global Perspectives

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  • 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.

  • Top Ten Reasons Emerging Markets Poised to Rally in 2020

    After false starts in the last few years, we believe emerging markets are set to deliver strong performance in the year to come thanks to accelerating and broad-based drivers.

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October 28, 2020

    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.

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