- September 2017
CEO Jason Brady and Morningstar’s Russell Kinnel talk about active management vs. passive investing, the advantages of having a collaborative investment team under the same roof, and why Santa Fe is ideal headquarters for an investment management firm.
- September 2017
CEO Jason Brady likes Telecom and Financials, but Brady says you have to look at each name from a bottom-up sense.
- August 2017
Attractive conditions in overseas markets continue to spark opportunities for active investors, according to several international growth, value and ESG investment team members.
- August 2017
If recent history is any guide, not necessarily. Downside protection from bank loans hasn’t been materially better than that of high yield, either.
- August 2017
Portfolio manager Jeff Klingelhofer discusses some of the most salient macro issues facing investors today.
- June 2017
Stocks up, bonds up. Will our current goldilocks scenario hold, or are investors sowing the seeds of future disappointment? Global fixed income portfolio manager Jeff Klingelhofer, CFA, offers his unique take on the current divergence between equity and bond markets and future implications for market participants.
Portfolio Manager Di Zhou discusses how investing in European markets can be opportunistic in this current environment and explains why the ECB continues to have a much easier monetary policy than the U.S. Fed. Di also shares which sectors she favors in Europe and discusses the recent inclusion of China's A shares in MSCI Indices.
- May 2017
As investors look to alternative investments, Long/Short mutual funds and hedge funds are certainly two worth considering. But what should you know before investing? Connor Browne, portfolio manager for the Thornburg Long/Short Equity Fund, compares the two strategies and offers his insights.
The Trump administration’s proposal to drastically increase infrastructure spending over the next 10 years seems like a good thing for muni investors, but is it? Nick Venditti discusses the implications for investors with increased bond supply and possible public-private partnerships needed to pull off the $1 trillion infrastructure price tag.
As the Federal Reserve looks to increase the pace of its rate hikes, investors are rightly focused on the negative impact higher US Treasury rates might have on their fixed income portfolio. Portfolio Manager Lon Erickson walks us through the implications of interest rate and credit risk.
Portfolio Manager Lon Erickson shares his thoughts on the bond bubble and rising U.S. treasury yields. He also discusses the expected Fed rate hikes in 2017 and where to invest in the current climate on Asset TV’s 2017 outlook with special guest host, Liz Claman.
- June 2016Far from the groupthink of Wall Street, Thornburg offers a broader view of the financial landscape. We have a disciplined approach to portfolio construction, a flexible perspective that crosses boundaries, and an adherence to access and transparency. We believe this helps investors reach their long-term goals.
Associate Portfolio Manager Matt Burdett on the importance of dividend-paying stocks and why, given today’s environment, the best place to look for valuable dividend-paying stocks is outside the U.S.
October 2016Thornburg’s active investment approach to emerging markets takes a broad look, beyond just the benchmark, and invests in companies benefiting from the trends driving those markets, while steering clear of the pitfalls. EM portfolio manager Charlie Wilson walks us through it.
July 2016Thornburg Developing World strategy is an active investment portfolio that utilizes a flexible, bottom-up research process to uncover the best investment opportunities in the emerging markets. In this video, Portfolio Managers Ben Kirby and Charlie Wilson discuss their approach to emerging market investing.
March 2016Portfolio Manager Chris Ryon outlines Thornburg’s tradition of “laddering” in its core fixed income strategies. Whether interest rates rise or fall, Thornburg’s laddering approach helps diversify along a shifting yield curve and maximize returns.
July 2015Truly active management is alive and well—Portfolio Manager Connor Browne highlights academic research indicating highly active managers at collaborative, fundamental research shops have outperformed.
Garrett Thornburg describes how our Vision, Mission and Values support our goals of excellence through continual improvement and adding value for our clients.
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 our literature center. Read them carefully before investing.
The performance data quoted represents past performance; it does not guarantee future results.
There is no guarantee that the Fund will meet its investment objectives.
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.
Please see our glossary for a definition of terms.
Thornburg mutual funds are distributed by Thornburg Securities Corporation.
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Diversification does not assure or guarantee better performance and cannot eliminate the risk of investment losses.