Thornburg Articles
- Cultivating the Growth of the Dividend - includes discussion of the benefits of dividend paying stocks; dividends, valuation and corporate governance; dividend-paying equities as an all-weather strategy; and putting dividends to work for you. May 2009 (pdf)
- Has the Municipal Bond Market Mispriced the Impacts of the Current Recession? We Think it Has! - by portfolio manager Chris Ryon, CFA - There are several methods
an investor can use to assess
the market’s pricing of credit
risk. This is important
because sometimes the market,
with its collective reasoning,
will charge too little for
credit risk and, at other times,
too much. The market’s predisposition
toward mispricing
credit risk is highly correlated
to its sense of euphoria or fear.
- A New Reality - by portfolio manager George Strickland, May 2009 The consequences of faulty or incomplete analysis are more severe today. The market is adapting to the new reality, but while it does, fear and opportunity are at exaggerated levels.
- Alternative Minimum Tax (AMT) Josh Gonze, Co- Portfolio Manager - updated May 2009
Overview of AMT, who is affected and implications for Muni bond fund investors.
- Investors Buy & Sell Bond Funds at the Wrong Time March 2009 (pdf)
- A Modern Rationale for International Equity Investing - updated May 2009
- View from the Bond Desk - Thornburg's Quarterly Bond Newsletter - featuring "Inflation/Deflation Debate" and "Navigating the Bond Market". June 2009 (pdf)
- Laddered Municipal Bond Funds: An All-Weather Strategy for Turbulent Times - details the subprime meltdown and subsequent economic fallout, the municipal bond market as it looks today, what is the value of professional portfolio management and why laddering a municipal bond portfolio makes even more sense now. Written by Co-portfolio Managers George Strickland and Josh Gonze, and Associate Portfolio Manager Chris Ryon, CFA, January 2009
- The Case for a High and Growing Dividend Stock Strategy in Retirement Portfolios - by Jack Gardner, CIMA®, AIFA® reprinted with permission from Investments & Wealth Monitor December 2008
- View from the Bond Desk - recently updated June issue of Thornburg's quarterly newsletter explains why now is a good time to invest in bond funds. June 2008 (pdf)
- A Study of Real Real Returns Thornburg's annual economic study, June 2008 (pdf)
- World-wide Investing - Thornburg study on international investing. (pdf)
- Laddering A Bond Portfolio, Co-Portfolio Managers George Strickland, Josh Gonze, Chris Ihlefeld, and Chris Ryon
- Individual Bonds vs Bond Funds by Ken Ziesenheim, President Thornburg Securities Corp.
- Risk: More Than One Definition, Alex Motola, Portfolio Manager, June 2005 (pdf)
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