Away from the Noise

In this podcast, Jan and Hollis begin a segment using the alphabet to share the most important concepts in personal finance.

In this podcast, Jan and Hollis discuss a recent study that explores the perspectives of women from various generations share regarding their financial confidence and concerns. 

Jan and Hollis discuss the performance of the 60/40 portfolio a year after it experienced its worst year since 1937.

Jeff Klingelhofer discusses when the recession may finally arrive, whether the Fed will tolerate inflation above its 2% target, and that surging government debt.

Remind your clients that their priorities will evolve as they age. 

Thornburg PM Josh Rubin joins Dan Keeler, founder of Frontier Markets News, for a stroll through key emerging and frontier markets regions. He digs into the impact of recent developments in China, investment opportunities in the Middle East, why Saudi Arabia appears to be tightening its friendships with a host of nations that are not considered exactly friendly to the West, and how a slight change in sentiment among global investors could tip off much greater changes in emerging markets.

In this podcast, Jan and Hollis discuss three of Jan's most favorite investment ideas.

Talking about finances can be very dry, boring, intimidating, or something we avoid altogether. On this special episode, Jan Blakeley Holman joins Amy Palmer to discuss this and more on an episode of The Modern Elderwoman Podcast.

One of the most significant determinants of a small business' success is the client experience. 

Thornburg Senior Equity Research Analyst Glen Hilton explains why active managers are mistaken if they overlook investment opportunities in Japan.

Each year, we celebrate holidays and life milestones that are associated with gifts. It's human nature to hope that someone will give us the gift we've always been dreaming of. Too often that doesn't happen.

With the huge number of investments available to consumers, it's important to narrow the choices. But just narrowing the choices doesn't work if the advice that's being given isn't appropriate. In this podcast, Jan and Hollis discuss three of Jan's least favorite investment ideas.

Fixed Income Trade Associate Arzoo Mulla, CFA, discusses how capital expenditure plans inform active investors about how firms are preparing for expansion.

Three of Thornburg's International Equity Portfolio Managers discuss investing in China. We are waiting for the U.S. to pivot – but has China already done so?

Jan and Hollis share ideas on how to talk to a client, family member or friend who's experienced a heart-breaking life-event.

Portfolio Manager and Managing Director Matt Burdett believes the European energy crisis may be contained, leading to attractive discounts and opportunities.

Portfolio Manager Ali Hassan walks us through the potential opportunities and pitfalls of private and public credit, along with what investors should consider.

Portfolio Manager Josh Rubin discusses significant political events in emerging markets that may impact investors.

If investment print and internet article headlines give you anxiety, you've come to the right place. In this podcast, Jan shares ideas that may prevent your blood pressure from spiking the next time you read an alarming headline. Plus, the debut of the Ask Jan segment.

As the disconnect between policy ambitions and on-the-ground realities widen, asset managers have to cope the challenge of the changing face of ESG.

Thornburg's Matt Burdett feels the weakness in European stocks provides a decent backdrop for finding good ideas and global leaders at good prices.

These days you can't watch TV or read a newspaper without seeing a story or advertisement about cryptocurrency. But is it the next great investment? Check out what Jan Blakeley Holman says about crypto and listen to the new “Ask Jan” segment featuring listener questions.

Thornburg Portfolio Manager Lei “Rocky” Wang provides an update on China, including the lockdown of Shanghai and its economic impact.

Emerging markets equities have had a rough ride in recent years. Yet disciplined security selection can add value to a diversified portfolio.

International growth investing: we're all tech companies now. 

Rising regional brands are tomorrow's global leaders.

Associate Portfolio Manager Ayman Ahmed discusses why you should consider emerging market debt, recent challenges to performance, and future opportunities.

Jan explains when the best time to claim social security benefits may be; why it makes sense to claim them as soon as possible; and the reasons people wait to collect.

Late last year, Thornburg International Equity Lei "Rocky" Wang came back from China after a three month visit. Before the holidays, we sat down with Rocky to discuss his observations within the country including the regulatory agenda, ESG progress and the prospects of investing in China moving forward.

A bonus episode from the podcast vault! Jan and Hollis discuss the generationally different ways women approach finances. Originally recorded in November 2020.

Jan and Hollis examine the origins of the Social Security program and what today's benefits entail.

Jan and Hollis are back! In this episode, they discuss the labor market and the Great Resignation.

Thornburg Municipal Bond Managers discuss the important topics impacting the municipal bond market, including supply and demand, infrastructure spending and cyber security.

The threat of inflation looms, rates are climbing, yields could be negative, and there is no longer safety in sovereign bonds. Central banks have committed to stay “on hold” as the global economy re-opens amid unprecedented government spending—leading us all to ask: what's next for fixed income? Thornburg President & CEO, Jason Brady, discusses what all this means for bonds and why he is excited about the future of fixed income markets.

Portfolio Manager Charlie Wilson explains the importance of employing ESG analysis in identifying companies that are good stewards of their resources. They tend to be higher-performing firms, particularly in emerging markets.

The past 40 years have been rewarding for fixed income investors, but as yields have fallen over time, the future looks far more challenging. Portfolio Manager Matt Burdett lays out compelling income options for flexible, nimble investors.

The index comprises 26 countries with their own politics, monetary and fiscal policies and GDP growth drivers. But there are also strong, resilient companies in most of them and plenty of potential upside for returns.

U.S.-China rhetoric may de-escalate, if not actual bilateral tensions. Meanwhile, China’s relaxation on investment restrictions encourages greater foreign portfolio inflows into local A-share equity and bond markets.

“Deficits don’t matter” may still be heresy among fiscal hawks. But unprecedented government debt  spending amid ballooning central bank balance sheets and still-elusive inflation prompts fixed income PM Jeff Klingelhofer to examine the myths and assumptions around “modern monetary theory.”

Jan and Hollis talk about the results of their core values assessment. If you'd like to explore the assessment for yourself or your clients, visit Thornburg.com/personalcorevalues.

Many of us don't think often about our values, but they can play a role in how we think about our money. Jan shares ideas about how to connect a client's values to the kinds of investment strategies they should consider.

Jason Brady, president and CEO of Thornburg Investment Management, joins Barron’s to discuss the outlook for financial markets, industry sectors, and individual stocks.

In the first of a two-part series, Thornburg Chief Investment Strategist Brian McMahon discusses the current income landscape as well as telecommunications companies in Thornburg Investment Income Builder Fund.

Jan Blakeley Holman recently appeared on Advisor Perspectives' podcast and we're grateful to them for allowing us to share the episode. Jan talks about family wealth planning, the common barriers to those discussions, and what advisors can do to help their clients overcome them. Jan also tells Bob Huebscher about what prompted her to create her podcast, #NowMe.

Technology is disrupting traditional business models. Intangible assets now account for some 80% of S&P 500 Index assets. But traditional accounting poorly captures their value and return on investment, impacting earnings forecasts and shareholder returns.  

Losing your job is scary, but according to the Washington Post, for women aged 50 to 61, they are 18% less likely to find new work than women 25 to 34. And if they're 62 or older, they're 50% less likely to be rehired. In this episode, Jan explains what women can do to plan for circumstances like these.

Welcome to season two of #NowMe. Keeping lots of cash at home is risky for many reasons. But that doesn't stop people from often following this depression-era bad habit. Find out from Jan how much you should keep on hand and what you should do with the rest.

Portfolio Manager Sean Sun dives into how gaming will drive social interaction and creativity on its long growth path.

Portfolio Manager Greg Dunn discusses why growth investing continues to perform in a challenging environment and the long-term themes driving it.

Properly parsing a company’s internal ESG metrics alongside third-party data requires understanding the context and limitations of both data sets to better gauge the potential return

If the Bank of Japan, Federal Reserve and European Central Bank are enticing investors to swing for the fences with low or negative rates, focusing on the fundamentals of individual stocks and bonds is key to a strong investment batting average.