Thornburg
Thornburg Investment Insights
Hear our experts bring a new perspective to widely talked about market and economic topics.
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Episodes
Navigating Supply, Rates, and Opportunities in Real Estate 12.03.2026 18:38
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.
Real Estate Foundations 25.02.2026 24:04
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.
Finding Opportunity Amid Imbalance: 2026 Market Outlook 03.02.2026 30:37
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.
Ferrari's Electric Future and the Evolution of Luxury Investing 19.12.2025 15:09
Hear insights from Ferrari's Capital Markets Day and meetings with Brunello Cucinelli, exploring how luxury brands balance exclusivity with growth in global markets.
Luxury Brands Navigate China Slowdown and Tariff Pressures 08.12.2025 13:08
We evaluate shifting consumer spending patterns amid global macro and geopolitical headwinds.
The High-Quality Case for Investing in Global Luxury Goods 20.11.2025 16:09
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.
Beyond ESG Scores: Active, Governance-Driven Alpha 05.11.2025 19:41
Why active, fundamentals-led ESG can boost earnings and multiples vs. passive ESG in global equities and may lead to better outcomes for investors.
Active Management, International Investing, and Dividends 03.10.2025 13:06
Thornburg client portfolio managers discuss how active management can help investors identify sector opportunities and navigate current economic conditions.
Thornburg Investment Insights: Corporate Earnings and Tariff Impacts 18.09.2025 13:57
Thornburg Client Portfolio Managers discuss the latest corporate earnings and how tariff impacts will slowly start to creep into the data.
Thornburg Investment Insights: Corporate Earnings and Tariff Impacts 18.09.2025 13:57
Thornburg Client Portfolio Managers discuss the latest corporate earnings and how tariff impacts will slowly start to creep into the data.
The U.S.-China Relationship, the Fed, and Data Reliability 04.09.2025 15:43
Thornburg client portfolio managers discuss the latest topics moving markets including the U.S.-China relationship, the latest with the Fed, and how data reliability can affect decisions in today's current environment.
The U.S.-China Relationship, the Fed, and Data Reliability 04.09.2025 15:43
Thornburg client portfolio managers discuss the latest topics moving markets including the U.S.-China relationship, the latest with the Fed, and how data reliability can affect decisions in today's current environment.
Active Investing in a Passive World 21.08.2025 18:47
Thornburg's CPMs discuss the case for active investment management amid heightened uncertainty, macro pressures, and interest rate volatility.
Thornburg Investment Insights: A Deep Dive Into Fixed Income Markets 07.08.2025 19:54
Thornburg client portfolio managers discuss the nuances of the fixed income market and what should be top of mind for investors.
The CPM Roundtable: Adventures in Global Equity 24.07.2025 21:05
We discuss opportunities in global equity, including the importance of dividend income and diversification.
Tariffs, Stagflation, and the Fed: A Spotlight on Investors' Most Pressing Questions 09.07.2025 18:52
Thornburg's client portfolio managers explore some of Wall Street's biggest themes.
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