Thornburg Investment Insights

Author: Thornburg

Hear our experts bring a new perspective to widely talked about market and economic topics.
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Language: en

Genres: Business, Investing, Management

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Finding Opportunity Amid Imbalance: 2026 Market Outlook
Episode 12
Tuesday, 3 February, 2026

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.