Archive for March, 2018

Connor Browne Invested in Google and Facebook From the Beginning. What’s His View of the FAANGs Now?

March 16, 2018

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FAANG STOCKS DOMINANCE

March 16, 2018
Public television’s spring fundraising drive is underway which means we’re revisiting with retirement expert Kristi Mitchem discussing why financial planning makes both millennials and baby boomers happier. You can watch the episode again here. For more about Millennials and their interest in socially responsible investing (SRI) read: The Power of the Millennial – by Christina Siegel, CFA, Miller Value Partners
NEW THIS WEEK…
Thornburg Value Fund’s Connor Browne was an early investor in Google and Facebook and at various points has owned Amazon and Netflix. What’s his view of these industry disruptors now? Will they continue to innovate and dominate? Browne brings us up to speed on the state of their market and technology evolution.

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PREMIUM: CONNOR BROWNE

March 15, 2018
Public television’s spring fundraising drive is underway which means we’re revisiting with retirement expert Kristi Mitchem discussing why financial planning makes both millennials and baby boomers happier. You can watch the episode again here. For more about Millennials and their interest in socially responsible investing (SRI) read: The Power of the Millennial – by Christina Siegel, CFA, Miller Value Partners

FAANG STOCKS DOMINANCE

Thornburg Value Fund’s Connor Browne was an early investor in Google and Facebook and at various points has owned Amazon and Netflix. What’s his view of these industry disruptors now? Will they continue to innovate and dominate? Browne brings us up to speed on the state of their market and technology evolution.

DISRUPTIVE TECHNOLOGIES

March 9, 2018
Public television’s spring fundraising drive is underway which means we’re revisiting an annual WEALTHTRACK tradition: Nine years after the Great Recession why is global growth accelerating? Find out in part 2 of our exclusive interview with Wall Street’s #1 economist Ed Hyman and global value manager Matthew McLennan. Watch this episode again here.

NEW THIS WEEK: Keeping track of myriad disruptive technologies shaking up businesses and the markets is a daunting task, requiring familiarity with multiple disciplines, industries, and global markets. Thornburg Investment Management asked its team of global portfolio managers and analysts to share their best thinking in a short form format.

Download the report [.pdf]

PREMIUM: DISRUPTIVE TECHNOLOGIES

March 7, 2018
Public television’s spring fundraising drive is underway which means we’re revisiting an annual WEALTHTRACK tradition: Nine years after the Great Recession why is global growth accelerating? Find out in part 2 of our exclusive interview with Wall Street’s #1 economist Ed Hyman and global value manager Matthew McLennan. Watch this episode again here.

NEW THIS WEEK: Keeping track of myriad disruptive technologies shaking up businesses and the markets is a daunting task, requiring familiarity with multiple disciplines, industries, and global markets. Thornburg Investment Management asked its team of global portfolio managers and analysts to share their best thinking in a short form format.

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