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.