Thornburg portfolio manager Charlie Wilson believes that a tide is turning in developing countries, and the result may be a more stable opportunity set for investors going forward.
Portfolio Manager Di Zhou says Renewable Energy Stocks Favored
The performance data quoted represents past performance; it does not guarantee future results.
Investments carry risks, including possible loss of principal. Additional risks may be associated with investments outside the United States, especially in emerging markets, including currency fluctuations, illiquidity, volatility, and political and economic risks. Investments in small- and mid-capitalization companies may increase the risk of greater price fluctuations. Investments in the Fund are not FDIC insured, nor are they bank deposits or guaranteed by a bank or any other entity.
Before investing, carefully consider the Fund’s investment goals, risks, charges, and expenses. For a prospectus or summary prospectus containing this and other information, contact your financial advisor or visit thornburg.com. Read them carefully before investing.
Click here to view Thornburg International Value holdings.
Diversification does not assure or guarantee better performance and cannot eliminate the risk of investment losses.
Please see our glossaryglossary (www.thornburg.com/glossary) for a definition of terms.
The views expressed are subject to change and do not necessarily reflect the views of Thornburg Investment Management, Inc. This information should not be relied upon as a recommendation or investment advice and is not intended to predict the performance of any investment or market.
Any securities, sectors, or countries mentioned are for illustration purposes only. Holdings are subject to change. Under no circumstances does the information contained within represent a recommendation to buy or sell any security.
Thornburg mutual funds are distributed by Thornburg Securities Corporation.
Portfolio Manager Di Zhou talks about renewable energy and semiconductor stocks on "Bloomberg Daybreak: Australia."
Nick Venditti was quoted in the Wall Street Journal. Inflows into muni bonds continue as high-income households look for tax relief.
Thornburg Developing World Fund was recently a featured fund in Barron's. The article dives into the investment philosophy and process, the three-basket approach, and the many considerations that inform the team's security selection.
Thornburg CEO Jason Brady on Maria Bartiromo's Wall Street
Thornburg mutual funds are distributed by Thornburg Securities Corporation.
The views expressed are subject to change and do not necessarily reflect the views of Thornburg Investment Management, Inc. This information should not be relied upon as a recommendation or investment advice and is not intended to predict the performance of any investment or market.
Before investing, carefully consider the Fund’s investment goals, risks, charges, and expenses. For a prospectus or summary prospectus containing this and other information, contact your financial advisor or visit thornburg.com. Read them carefully before investing.
Please see our glossaryglossary (www.thornburg.com/glossary) for a definition of terms.
<p><a href=”https://staging.thornburg.com/products-performance/mutual-funds/equity-funds/fib/portfolio/“> Click here to view Thornburg Investment Income Builder Fund’s Top Ten Holdings</a></p>
Jason Brady sits down with Maria Bartiromo at Fox Business to discuss the benefit of global dividends, U.S.-China trade and the reaction to last month's Fed meeting.
Thornburg Investment Management announced that Ben Kirby and Jeff Klingelhofer each have been appointed to the newlycreated position of head of investments.
Morningstar’s analysis of the Thornburg Limited Term Income Fund, based on five key pillars: Process, Performance, People, Parent, and Price.
The Wall Street Transcript conducted an in-depth interview with Jeff Klingelhofer and Christian Hoffmann about the Strategic Income / Multisector Opportunistic investment strategy. In it, Jeff and Christian took the opportunity to explain in detail the strategy’s investment approach and philosophy.
In an interview with Barron’s, Thornburg CEO Jason Brady says that opportunities in fixed income are limited right now, and income is currently easier to generate with U.S. and international dividend-paying stocks.
Portfolio Manager and Managing Director Ben Kirby was featured in Barron’s. Reflecting on attractive parts of the market in relation to Thornburg Investment Income Builder Fund, as the 10-year U.S. Treasury note and the S&P 500 yield similar rates, 2.17% and 2% respectively.
Thornburg CEO Jason Brady spoke to CNN Business about the Fed’s rate cut, saying that the Fed “needs to look longer term.”
Thornburg signed on to help NMSU's Finance Department obtain Bloomberg Terminals and launch a highly anticipated Market Concepts curriculum. The University is preparing for the fall rollout, where students will have access to this valuable resource and a direct, practical application of their classes on a platform used daily by industry professionals.
Thornburg underwrote and judged the first ever financial management research bowl with students from UNM and NMSU. Thornburg investment professionals judged the event, giving students directly applicable feedback and constructive criticism on their written reports and presentations.
CEO Jason Brady Speaks with Maria Bartiromo
Thornburg mutual funds are distributed by Thornburg Securities Corporation.
The views expressed are subject to change and do not necessarily reflect the views of Thornburg Investment Management, Inc. This information should not be relied upon as a recommendation or investment advice and is not intended to predict the performance of any investment or market.
Before investing, carefully consider the Fund’s investment goals, risks, charges, and expenses. For a prospectus or summary prospectus containing this and other information, contact your financial advisor or visit thornburg.com. Read them carefully before investing.
Please see our glossaryglossary (www.thornburg.com/glossary) for a definition of terms.
Thornburg CEO Jason Brady went one-on-one with Maria Bartiromo on Maria Bartiromo’s Wall Street. They discuss the Fed cut, the latest GDP number, the investing climate in Europe, and how investors should be positioned ahead of a spike in volatility.
What the Fed rate cut means for the market
Before investing, carefully consider the Fund’s investment goals, risks, charges, and expenses. For a prospectus or summary prospectus containing this and other information, contact your financial advisor or visit thornburg.com. Read them carefully before investing.
The views expressed are subject to change and do not necessarily reflect the views of Thornburg Investment Management, Inc. This information should not be relied upon as a recommendation or investment advice and is not intended to predict the performance of any investment or market.
Please see our glossaryglossary (www.thornburg.com/glossary) for a definition of terms.
Thornburg mutual funds are distributed by Thornburg Securities Corporation.
Portfolio Manager Jeff Klingelhofer joined Yahoo! Finance to discuss the Fed's decision to cut rates for the first time in over a decade.
In an interview with The Wall Street Journal, Thornburg President and CEO Jason Brady defines and explains the term, “stock rerating,” which refers to investor sentiment.
Thornburg President and CEO Jason Brady appeared on CNBC to discuss the long recovery since 2008, cautioning that the European Central Bank’s extreme low rates are not a model the Fed should...
Bimal Shah speaks to the Wall Street Journal about the boom of new IPOs as excitement and anxiety grow about the gap between sub-optimal performance of ride-sharing companies and the hotly...
Thornburg President and CEO Jason Brady tells CNBC’s Kelly Evans he’s focused more on the health of the global economy, not the direct impacts of possible trade tariffs.
Thornburg President and CEO Jason Brady on CNBC comments on the Fed’s data dependency, which adds volatility to the markets when it's too early to be thinking about a rate cut.
Nick Venditti gets the last word in a Wall Street Journal front-page story about high-yield muni funds. Flows have been considerable into portfolios stacked with the risky securities.
Thornburg President and CEO Jason Brady identifies opportunities for investors in light of the trade war, the Fed’s policy, and Thornburg’s portfolio positioning with regard to China.
Di Zhou was quoted in the South China Post this morning discussing how Apple is being affected by the U.S.-China trade war.
While the new tax code has been good for state and local governments, fund managers are finding that those same governments aren't issuing enough new debt to match the increase in demand.
Thornburg announced that its Ireland-domiciled range of UCITS funds have been added to the Allfunds platform, the world’s largest institutional fund distribution network and the largest European platform. In addition, Thornburg’s suite of eight UCITS funds are now accessible to investors in Denmark, Finland, Italy, the Netherlands, and Norway.
Caution Before the Celebration
Before investing, carefully consider the Fund’s investment goals, risks, charges, and expenses. For a prospectus or summary prospectus containing this and other information, contact your financial advisor or visit thornburg.com. Read them carefully before investing.
The views expressed are subject to change and do not necessarily reflect the views of Thornburg Investment Management, Inc. This information should not be relied upon as a recommendation or investment advice and is not intended to predict the performance of any investment or market.
Please see our glossaryglossary (www.thornburg.com/glossary) for a definition of terms.
Thornburg mutual funds are distributed by Thornburg Securities Corporation.
Jason Brady tells Bloomberg TV's Vonnie Quinn to remain cautious moving forward, even though first quarter results produced a nice bounce back from the volatile end to 2018.
Christopher Ryon, portfolio manager and managing director on Thornburg’s municipal bond strategies, will retire on December 31, 2019. Nicholos Venditti and David Ashley, portfolio managers and managing directors, will continue to co-manage the firm’s municipal bond strategies.
The volatility in the latter part of 2018 has left investors pondering what the best response is to start the new year. Brian McMahon said that in many ways, the recent downturn “is pretty normal. This is not something to panic about.”
Nick Venditti is quoted in the Wall Street Journal discussing the interesting trend in 2018 that saw an uptick in some of the riskier sectors of the muni bond market. He said he had largely avoided lower-rated and riskier bonds. But at the end of 2018, as equity markets roiled and investors fled high-yield corporates, at least one deal looked attractive to him: a bond issuance linked to natural gas.
Ben Kirby appeared on CNBC and reminded investors that despite a steady flow of ‘earnings beat’ headlines, fewer companies are following this trend, and earnings expectations have generally fallen. Why? Trade talks have been a “goat rodeo,” causing uncertainty and investment to slow.
Lon Erickson talks about a wait-and-see approach, only he's referring to the Fed. “There was a lot of joy taken from the Fed reversing course and going to a more pronounced wait-and-see approach to raising rates,” he said. “I don’t know that we’ll see same pace of tightening we had in January. There are several risks out there relative to what could happen for credit - I could see us hanging in here at the recent tights, or squeeze in a few more basis points out of it.”
David Ashley shared his view about the ongoing saga affecting Puerto Rico's debt. He's taking a wait and see approach: "This is a near-term headline - we don’t know how it’s going to play out over the next one, two or five years," he said. "You’ve made the sales tax folks fairly happy, you still haven’t addressed the other part of the debt waterfall."
Thornburg Strategic Income Fund (I shares) was awarded Investor's Business Daily's Best Mutual Funds 2019 Award, among 515 U.S. Taxable Bond funds for 10-year average annual returns, ending December 31, 2018.
Nick Venditti tells Reuters that the recent Illinois and Chicago general obligation bond auctions might find buyers, but “over a longer period of time will likely prove unattractive for investors.”
Everyone is still talking about Puerto Rico bonds! Dave Ashley Wall Street Journal telling the reporter “The market has a very short memory” and “You still have fundamental or structural issues that need to be addressed.”
Lon gets the only quote in this additional story about the BBB market: “Market access certainly is a benefit especially to lower quality spectrum of investment-grade. As people think about fallen angels, one of the things that could drive that is the inability to refinance risk at cheap levels.
As yields across sovereign markets have sunk, that’s put investors in a dilemma of what to do within the space. “We’re not getting paid a lot to take credit risk, so we’re taking less of it,” said Jason Brady. “With the curve inverted, we’re holding more cash at the moment and less excited about the opportunity set.”
Learn about the differentiated, global approach to finding income that drives Thornburg Investment Income Builder’s strategy in this Barron’s article featuring portfolio managers Brian McMahon, Ben Kirby, and Jason Brady.
Ben Kirby of the $14.6 billion Thornburg Investment Income Builder Fund explains how to put dividends to work over time.
Business First talks to Garrett Thornburg about the regulatory environment – tax policy, compliance burdens, the Dodd-Frank Act, and other regulations can all impact business decisions.
Thornburg Investment Management (TIM) announced today that it has launched the Thornburg Low Duration Income Fund (ticker: TLDAX and TLDIX) and the Thornburg Low Duration Municipal Fund...
Lon Erickson and Jeffrey Klingelhofer have been named portfolio managers on all of Thornburg's Global Fixed Income strategies. Nicholos Venditti was named portfolio manager on Thornburg’s...
Thornburg Investment Management announced that two of its funds, Limited Term Municipal and International Growth, received the prestigious Lipper Fund Awards for consistent performance.
These awards recognize U.S. money managers who "stood out in the eyes of the investor community for their exceptional performance, risk management and service."
Five institutional investment strategies offered by Thornburg Investment Management were awarded the "Top Guns" distinction from Informa Investment Solutions' PSN manager ranking database for the...
Raymond James is the first U.K. wealth manager to distribute the Thornburg UCITS fund range. This will provide discretionary fund managers and fund selectors with access to Thornburg's Dublin domiciled UCITS funds.
Thornburg Investment Management announced that its Thornburg Limited Term Municipal Fund, received the prestigious Lipper Fund Award for consistent performance, for the sixth year in a row.
Two of Thornburg's fixed income funds, Thornburg Limited Term Municipal Fund and Thornburg Limited Term U.S. Government Fund, received prestigious Lipper Fund Awards.
R6 share classes have been added to Thornburg Global Opportunities Fund, Investment Income Builder Fund, Limited Term Income Fund and Strategic Income Fund.
The firms first fixed income UCITS product, Limited Term Income Fund, is now available to overseas investors.
William Mac "Carter" Sims has joined Thornburg as the Head of Global Distribution. Mr. Sims will be responsible for leading the sales and distribution efforts across the company's institutional...
As a further commitment to responsible investing, Thornburg announced that it has signed the United nations-support Principles for Responsible Investment (PRI).
Portfolio Manager Greg Dunn on Thornburg International Growth Fund: "If you look at the active share of the fund, which is a measure of how little we look like the benchmark, it is very high."
Thornburg Investment announced that two mutual funds, the Thornburg Limited Term Municipal Fund and Thornburg International Growth Fund each received the prestigious Lipper Fund Award.
Thornburg Investment Management announced three new hires on the firm’s global distribution team.
Thornburg is pleased to announce the three-year anniversary of Thornburg Better World International Fund.
Morningstar’s analysis of Thornburg Investment Income Builder Fund, based on five key pillars: Process, Performance, People, Parent, and Price.
Thornburg is pleased to announce the launch of Thornburg Strategic Income Fund, a UCITS fund domiciled in Dublin, Ireland. This unconstrained bond fund invests in a wide variety of asset classes around the world with an emphasis on higher-yielding fixed income.
Thornburg Investment Management announced that its Thornburg Investment Income Builder UCITS Fund received the prestigious Lipper Fund Award in Switzerland for consistent performance.
Thornburg Investment Management announced that its Thornburg Investment Income Builder UCITS Fund received the prestigious Lipper Fund Award in the UK for consistent performance.
Pullback Offers Opportunity For Bonds
Before investing, carefully consider the Fund’s investment goals, risks, charges, and expenses. For a prospectus or summary prospectus containing this and other information, contact your financial advisor or visit thornburg.com. Read them carefully before investing.
The views expressed are subject to change and do not necessarily reflect the views of Thornburg Investment Management, Inc. This information should not be relied upon as a recommendation or investment advice and is not intended to predict the performance of any investment or market.
Please see our glossaryglossary (www.thornburg.com/glossary) for a definition of terms.
Thornburg mutual funds are distributed by Thornburg Securities Corporation.
PM Jeff Klingelhofer tells Su Keenan of Bloomberg TV that the fourth quarter market pullback could be an opportunity to step back into the bond market.
Thornburg CEO Sees 'Knock-on Effects' from Turkish Turmoil
Before investing, carefully consider the Fund’s investment goals, risks, charges, and expenses. For a prospectus or summary prospectus containing this and other information, contact your financial advisor or visit thornburg.com. Read them carefully before investing.
The views expressed are subject to change and do not necessarily reflect the views of Thornburg Investment Management, Inc. This information should not be relied upon as a recommendation or investment advice and is not intended to predict the performance of any investment or market.
The performance data quoted represents past performance; it does not guarantee future results.
Please see our glossaryglossary (www.thornburg.com/glossary) for a definition of terms.
Thornburg mutual funds are distributed by Thornburg Securities Corporation.
CEO Jason Brady discusses the impact of the Turkey crisis on financial markets with Bloomberg's Shery Ahn and Julie Hyman on "Bloomberg Markets"
The two-way floating of the RMB exchange rate is a step toward a stable road
Before investing, carefully consider the Fund’s investment goals, risks, charges, and expenses. For a prospectus or summary prospectus containing this and other information, contact your financial advisor or visit thornburg.com. Read them carefully before investing.
The views expressed are subject to change and do not necessarily reflect the views of Thornburg Investment Management, Inc. This information should not be relied upon as a recommendation or investment advice and is not intended to predict the performance of any investment or market.
Please see our glossaryglossary (www.thornburg.com/glossary) for a definition of terms.
Thornburg mutual funds are distributed by Thornburg Securities Corporation.
CEO Jason Brady tells Chinese media outlet Caixin that he believes that the main reason for the recent devaluation of the renminbi is the Fed’s rate hike. On another level, the depreciation of the renminbi is not entirely a bad thing, but two-way floating is an important step in its journey to stability.
The Importance of Quarterly Guidance
Before investing, carefully consider the Fund’s investment goals, risks, charges, and expenses. For a prospectus or summary prospectus containing this and other information, contact your financial advisor or visit thornburg.com. Read them carefully before investing.
The views expressed are subject to change and do not necessarily reflect the views of Thornburg Investment Management, Inc. This information should not be relied upon as a recommendation or investment advice and is not intended to predict the performance of any investment or market.
Any securities, sectors, or countries mentioned are for illustration purposes only. Holdings are subject to change. Under no circumstances does the information contained within represent a recommendation to buy or sell any security.
Thornburg mutual funds are distributed by Thornburg Securities Corporation.
Please see our glossaryglossary (www.thornburg.com/glossary) for a definition of terms.
Portfolio Manager Jeff Klingelhofer says a "long history of doing the right thing" is an important way to look at companies, but quarterly guidance can be helpful for active investors too, on CNBC Asia's "Squawk Box".
The Challenge for Markets Now is Repricing Risks
Before investing, carefully consider the Fund’s investment goals, risks, charges, and expenses. For a prospectus or summary prospectus containing this and other information, contact your financial advisor or visit thornburg.com. Read them carefully before investing.
The views expressed are subject to change and do not necessarily reflect the views of Thornburg Investment Management, Inc. This information should not be relied upon as a recommendation or investment advice and is not intended to predict the performance of any investment or market.
Thornburg mutual funds are distributed by Thornburg Securities Corporation.
Please see our glossaryglossary (www.thornburg.com/glossary) for a definition of terms.
Investors are right to be optimistic about the global economy, but need to accept that volatility will be part of the ride, says Global Fixed Income Portfolio Manager Jeff Klingelhofer.
CEO Jason Brady tell Bloomberg TV that 60/40 Hasn't Been Working This Year
Before investing, carefully consider the Fund’s investment goals, risks, charges, and expenses. For a prospectus or summary prospectus containing this and other information, contact your financial advisor or visit thornburg.com. Read them carefully before investing.
The views expressed are subject to change and do not necessarily reflect the views of Thornburg Investment Management, Inc. This information should not be relied upon as a recommendation or investment advice and is not intended to predict the performance of any investment or market.
Please see our glossaryglossary (www.thornburg.com/glossary) for a definition of terms.
Thornburg mutual funds are distributed by Thornburg Securities Corporation.
Thornburg President and CEO Jason Brady discusses markets, volatility and the 60/40 portfolio allocation strategy on "Bloomberg Markets."
What Investors Want to Hear From Powell at Jackson Hole
Before investing, carefully consider the Fund’s investment goals, risks, charges, and expenses. For a prospectus or summary prospectus containing this and other information, contact your financial advisor or visit thornburg.com. Read them carefully before investing.
The views expressed are subject to change and do not necessarily reflect the views of Thornburg Investment Management, Inc. This information should not be relied upon as a recommendation or investment advice and is not intended to predict the performance of any investment or market.
Please see our glossaryglossary (www.thornburg.com/glossary) for a definition of terms.
Thornburg mutual funds are distributed by Thornburg Securities Corporation.
CEO Jason Brady talks with Bloomberg TV about a range of topics, from all-time market highs, the Fed’s Jackson Hole symposium, and opportunities in emerging markets.
CEO Jason Brady Looks to Fundamentals During Volatility
Before investing, carefully consider the Fund’s investment goals, risks, charges, and expenses. For a prospectus or summary prospectus containing this and other information, contact your financial advisor or visit thornburg.com. Read them carefully before investing.
The views expressed are subject to change and do not necessarily reflect the views of Thornburg Investment Management, Inc. This information should not be relied upon as a recommendation or investment advice and is not intended to predict the performance of any investment or market.
Please see our glossaryglossary (www.thornburg.com/glossary) for a definition of terms.
Thornburg mutual funds are distributed by Thornburg Securities Corporation.
President and CEO Jason Brady says it's important for investors to look at the fundamentals of a company during volatility instead of the headlines in an in-studio interview with Bloomberg TV.
Focus on Global Dividends
Before investing, carefully consider the Fund’s investment goals, risks, charges, and expenses. For a prospectus or summary prospectus containing this and other information, contact your financial advisor or visit thornburg.com. Read them carefully before investing.
The views expressed are subject to change and do not necessarily reflect the views of Thornburg Investment Management, Inc. This information should not be relied upon as a recommendation or investment advice and is not intended to predict the performance of any investment or market.
Please see our glossaryglossary (www.thornburg.com/glossary) for a definition of terms.
Thornburg mutual funds are distributed by Thornburg Securities Corporation.
President and CEO Jason Brady tells Bloomberg's Shery Ahn and Haidi Stroud-Watts that investors should look at dividend-paying stocks amid slowing global growth.
