Lower-Income Consumers Are Starting To Feel The Pinch The rotation of trillions from consumers to central banks has weakened the transmission mechanism of monetary policy, notes Ben Kirby. He discusses […]
Tag: Thornburg Investment Management
Thornburg Investment Management Co-Head of Investments Ben Kirby on CNBC The Exchange
It makes more sense to be taking fixed income risk than equity risk, says Thornburg Funds’ Kirby Ben Kirby, Thornburg Funds co-portfolio manager, joins ‘The Exchange’ to discuss skepticism about […]
Thornburg Investment Management Co-Head of Investments Jeff Klingelhofer in The Wall Street Journal
When Will the Fed Stop Raising Rates? That’s the Trillion-Dollar Question for Bond Investors Asset managers are betting on flood of money into fixed-income funds that has yet to materialize […]
Thornburg Investment Management Co-Head of Investments Jeff Klingelhofer on Yahoo Finance
How ‘the alchemy’ of low interest rates is impacting market sentiment As the Fed has decided to hold interest rates in September, how exactly are elevated for longer rates affecting […]
Thornburg Investment Management Christian Hoffmann in MarketWatch
‘The world has changed’ as investors absorb highest Treasury yields in a dozen years or more Rising yields ‘are forcing investors to reconsider not just duration positions, but also the […]
Thornburg Investment Management Co-Head of Investments Ben Kirby in The Wall Street Journal
S&P 500 Has Best Day Since June Technology and real-estate shares lifted the S&P 500 to its best daily performance since June despite surveys of purchasing managers that flashed warnings […]
Thornburg Investment Management Co-Head of Investments Jeff Klingelhofer on Bloomberg TV
US Recession Is Delayed, Not Canceled, Thornburg Says Jeffrey Klingelhofer, co-head of investments and managing director at Thornburg Investment Management, discusses the outlook for US and Chinese economies, and the […]
Thornburg Investment Management Co-Head of Investments Ben Kirby on CNBC
Stocks vs. bonds: How to position from here CNBC’s Bob Pisani with Ben Kirby, co-head of investments at Thornburg Investment Management, join ‘The Exchange’ to discuss investing in treasury bills […]
Thornburg Investment Management Portfolio Manager Josh Rubin on Frontier Markets News Podcast
“There’s a lot of low-hanging fruit” Josh Rubin, PM at Thornburg, on opportunities in emerging markets Josh Rubin, portfolio manager at $40+ billion asset manager Thornburg’s Developing World fund, joins us for […]
Thornburg Investment Management Co-Head of Investments & Managing Director Jeff Klingelhofer in Bankrate
June Fed meeting preview: Officials tee up rate pause, but how long will it last? Fifteen months and 10 consecutive rate hikes later, the Federal Reserve may be content to […]
Thornburg Investment Management CEO Jason Brady in The Wall Street Journal
Nasdaq Jumps 2% After More Inflation Data Investors parse mixed signals about the economy and the path for interest rates U.S. stocks and gold prices rose Thursday after data showed […]
Thornburg Investment Management Portfolio Manager Sean Sun in The Wall Street Journal
Tech Shines, Cyclicals Lose as Traders Bet on Uneven Growth Shock S&P 500 sectors have been on divergent paths since bank stress began Investors are wagering that a general slowdown […]
Thornburg Investment Management Portfolio Manager Sean Sun in The Wall Street Journal
U.S. Stocks Bounce Back After Tech Selloff Oil prices edge up, a day after their biggest fall in months U.S. stocks rebounded Wednesday after a three-session selloff in big technology […]
Thornburg Investment Management Managing Director Lon Erikson in Barron's
Stocks Tiptoe Ahead. News From the Fed Is Next. Stocks are inching forward on Wednesday afternoon, as investors await the latest word from the Federal Reserve. Read more here: https://www.barrons.com/articles/stocks-moving-at-midday-target-southwest-airlines-biomarin-51597857704
Thornburg Investment Management Co-head of Investments Ben Kirby in Reuters
After monster rally, investors cautious as U.S. recovery wobbles Investors are preparing their portfolios for a potentially rocky patch in U.S. stocks, worried that a dramatic rebound in equities may […]
Thornburg Investment Management Co-head of Investments Jeff Klingelhofer in Barron's
Ignore GDP. Here’s What Investors Should Watch for Economic Insights During the Pandemic. Everyone knew it was coming, but the anticipation made it no less ugly: The U.S. economy shrank […]
Thornburg Investment Management Co-head of Investments and Portfolio Manager Ben Kirby in Bloomberg
S&P 500 Extends Weekly Gain on Virus Treatment: Markets Wrap Tech shares underperform broader market, defying recent trends WTI crude oil climbs past $40 a barrel; Treasuries erase gains U.S. […]
Thornburg Investment Management Portfolio Manager Ben Kirby in MarketWatch
Dow up nearly 300 points as stocks head for weekly gains U.S. stocks were trading higher Friday, with support attributed in part to optimism over a coronavirus treatment as investors […]
Thornburg Investment Management Portfolio Manager Lon Erickson in The Bond Buyer
How yield curve control differs from QE and why the Fed may be waiting In his post-Federal Open Market Committee meeting press conference, Fed Chair Jerome Powell noted the panel […]
Thornburg Investment Management Portfolio Manager Lon Erickson in MarketWatch
No. The pandemic isn’t over. That’s one big reason debt markets are following the downward spiral in stocks “I’d be more concerned if the market wasn’t repricing,” says one credit […]