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.

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.  

Federal Reserve’s liquidity bazooka ended the “doom loop” of lower funding market values and forced selling. But liquidity-driven euphoria creates a disconnect between prices and still-challenged fundamentals. The price gravity of bankruptcy.