Thornburg Investment Management

Explore current trends in equity valuations, credit spreads, and macroeconomic conditions with actionable considerations for portfolios.

Dividends can be particularly valuable for investors seeking consistent income and inflation protection in a changing rate environment.

Explore current trends in equity valuations, credit spreads, and macroeconomic conditions with actionable considerations for portfolios.

A cash flow reserve ladder may help provide retirement income while avoiding ill-timed asset sales.

A best practice for retirees is to establish a spending policy that balances lifestyle maintenance with asset preservation.

Income-hungry investors should not overlook the importance of dividends, which have accounted for nearly half of the S&P 500's total return since 1900.

Dividends can strengthen portfolio resilience by providing income and inflation protection, while global investment strategies can bolster diversification and yield.

Discover why value and income-oriented stocks are set to outperform in today's market dominated by rising interest rates and persistent inflation.

Explore the impact of high dividend stocks and municipal bonds in a rising rate environment amid increasing government debt and new administrative policies.

Examine the current economic complexities while considering consumer demand, corporate resilience, and interest rates to anticipate market risks in 2024.