Thornburg Investment Insights

Thornburg
  • 5.0 (13)
  • INVESTING
  • UPDATED BIMONTHLY

Hear our experts bring a new perspective to widely talked about market and economic topics.

  1. MAR 12

    Navigating Supply, Rates, and Opportunities in Real Estate

    We break down competitive advantages in private real estate and how macro dynamics — from tariffs to AI infrastructure — are reshaping the investment landscape for sophisticated allocators.

    19 min

  2. FEB 25

    Real Estate Foundations

    From multifamily to industrial to office obsolescence, we walk through how to evaluate U.S. real estate opportunities — including underwriting metrics, capital stack mechanics, and emerging macro trends.

    24 min

  3. FEB 3

    Finding Opportunity Amid Imbalance: 2026 Market Outlook

    Entering 2026, markets appear imbalanced, with equity returns becoming increasingly concentrated, while fixed income offers asymmetric outcomes with limited downside protection. Opportunity still exists, just not where it's most crowded. In 30 minutes, we cut through the noise and focus on what's working, what's changing, and where to position client portfolios now.

    31 min

  4. 12/19/2025

    Ferrari's Electric Future and the Evolution of Luxury Investing

    Hear insights from Ferrari's Capital Markets Day and meetings with Brunello Cucinelli, exploring how luxury brands balance exclusivity with growth in global markets.

    15 min

  5. 12/08/2025

    Luxury Brands Navigate China Slowdown and Tariff Pressures

    We evaluate shifting consumer spending patterns amid global macro and geopolitical headwinds.

    13 min

  6. 11/20/2025

    The High-Quality Case for Investing in Global Luxury Goods

    Field research in Europe illustrates how active management and fundamental work uncover quality non-U.S. equity opportunities in the $1.7T global luxury space.

    16 min

  7. 11/05/2025

    Beyond ESG Scores: Active, Governance-Driven Alpha

    Why active, fundamentals-led ESG can boost earnings and multiples vs. passive ESG in global equities and may lead to better outcomes for investors.

    20 min

  8. 10/03/2025

    Active Management, International Investing, and Dividends

    Thornburg client portfolio managers discuss how active management can help investors identify sector opportunities and navigate current economic conditions.

    13 min
See All (14)

Ratings & Reviews

5
out of 5
13 Ratings

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Hear our experts bring a new perspective to widely talked about market and economic topics.

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