In The News

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 glossary for a definition of terms.
Thornburg mutual funds are distributed by Thornburg Securities Corporation.

August 1, 2019

Portfolio Manager Jeff Klingelhofer joined Yahoo! Finance to discuss the Fed's decision to cut rates for the first time in over a decade.

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 glossary for a definition of terms.

July 26, 2019

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.

July 8, 2019

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’s Connor Browne on Bloomberg Radio

View most recent performance for Thornburg Long/Short Equity Fund
Click here to view Thornburg Long/Short Equity top ten holdings.
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 glossary for a definition of terms.
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. A short position will lose value as the security's price increases. Theoretically, the loss on a short sale can be unlimited. Investments in derivatives are subject to the risks associated with the securities or other assets underlying the pool of securities, including illiquidity and difficulty in valuation. Non-diversified funds can be more volatile than diversified funds. Investments in the Fund are not FDIC insured, nor are they bank deposits or guaranteed by a bank or any other entity.

June 25, 2019

Thornburg Portfolio Manager Connor Browne appeared on Bloomberg Radio to discuss the bifurcation in the market between growth stocks that are expensive relative to profitability and value stocks trading at a substantial discount, and how solid, bottom-up fundamental work, especially in a long and short portfolio, creates great opportunities for active managers like Thornburg.

June 12, 2019

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.

May 8, 2019

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.

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 glossary for a definition of terms. Thornburg mutual funds are distributed by Thornburg Securities Corporation.

 

April 1, 2019

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.

March 29, 2019

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.”

March 29, 2019

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.

February 6, 2019

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."

February 6, 2019

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.”

January 29, 2019

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.

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 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.

January 21, 2019

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.

Thornburg is pleased to announce the launch of Thornburg Long/Short Equity Fund, a UCITS fund domiciled in Dublin, Ireland. This is the firm’s first UCITS alternative strategy. The Fund pursues long-term capital appreciation and the preservation of capital during periods of high volatility and market declines.

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 glossary for a definition of terms.
Thornburg mutual funds are distributed by Thornburg Securities Corporation.

December 30, 2018

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.

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.

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 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.

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 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.

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 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 glossary for a definition of terms.
Thornburg mutual funds are distributed by Thornburg Securities Corporation.

July 31, 2018

    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.

    Getting Ahead of the Curve With Alternatives

    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 glossary for a definition of terms.
    Thornburg mutual funds are distributed by Thornburg Securities Corporation.

    July 10, 2018

    Portfolio Manager Connor Browne tells Bloomberg Radio that while the economy is still strong, investors should plan ahead before the next equity downturn, and alternatives could make a lot of sense in portfolios today.

    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 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".

    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 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."

    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 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.

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