Away from the Noise

We break down competitive advantages in private real estate and how macro dynamics — from tariffs to AI infrastructure — are reshaping the investment landscape for sophisticated allocators.

From multifamily to industrial to office obsolescence, we walk through how to evaluate U.S. real estate opportunities — including underwriting metrics, capital stack mechanics, and emerging macro trends.

Entering 2026, markets appear imbalanced, with equity returns becoming increasingly concentrated, while fixed income offers asymmetric outcomes with limited downside protection. Opportunity still exists, just not where it's most crowded. In 30 minutes, we cut through the noise and focus on what's working, what's changing, and where to position client portfolios now.

Hear insights from Ferrari's Capital Markets Day and meetings with Brunello Cucinelli, exploring how luxury brands balance exclusivity with growth in global markets.

We evaluate shifting consumer spending patterns amid global macro and geopolitical headwinds.

Field research in Europe illustrates how active management and fundamental work uncover quality non-U.S. equity opportunities in the $1.7T global luxury space.

Why active, fundamentals-led ESG can boost earnings and multiples vs. passive ESG in global equities and may lead to better outcomes for investors.

Thornburg client portfolio managers discuss how active management can help investors identify sector opportunities and navigate current economic conditions.

Thornburg Client Portfolio Managers discuss the latest corporate earnings and how tariff impacts will slowly start to creep into the data.

Thornburg client portfolio managers discuss the latest topics moving markets including the U.S.-China relationship, the latest with the Fed, and how data reliability can affect decisions in today's current environment.

Thornburg's CPMs discuss the case for active investment management amid heightened uncertainty, macro pressures, and interest rate volatility.

Thornburg client portfolio managers discuss the nuances of the fixed income market and what should be top of mind for investors.

We discuss opportunities in global equity, including the importance of dividend income and diversification.

Thornburg's client portfolio managers explore some of Wall Street's biggest themes.

Jan and Hollis discuss recent CEG research highlighting the disconnects between the services clients expect to receive from their advisors, the services they believe they're receiving, and the services advisors believe they're delivering.

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.