In The News

Di Zhou Talks Advantages of ESG Investing
Please see our glossaryglossary (www.thornburg.com/glossary) for a definition of terms.

 

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.

 

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.

 

Overall Morningstar Rating of five stars among 633 Foreign Large Blend funds, based on risk-adjusted returns for I shares, using the funds’s three-year: 5 stars among 633 funds, as of 7/31/2020.

 

To determine a fund’s Morningstar Rating™, funds and other managed products with at least a three-year history are ranked in their categories by their Morningstar Risk-Adjusted Return scores. The top 10% receive 5 stars; the next 22.5%, 4 stars; the middle 35%, 3 stars; the next 22.5%, 2 stars; and the bottom 10% receive 1 star. The Risk-Adjusted Return accounts for variation in a managed product’s monthly excess performance (excluding sales charges), placing more emphasis on downward variations and rewarding consistent performance. Other share classes may have different performance characteristics. © 2020 Morningstar, Inc. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.

 

Click here to view Better World International Fund performance.

 

Click here to view the top 10 holdings for Better World International Fund.

Portfolio Manager Di Zhou discusses her approach to ESG Investing and the long-term prospects within the space.

Dollar-Cost Averaging and Long-Term Investing

Important Information

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.

 

This is not a solicitation or offer for any product or service. Nor is it a complete analysis of every material fact concerning any market, industry, or investment. Data has been obtained from sources considered reliable, but Thornburg makes no representations as to the completeness or accuracy of such information and has no obligation to provide updates or changes. Thornburg does not accept any responsibility and cannot be held liable for any person’s use of or reliance on the information and opinions contained herein.

 

Investments carry risks, including possible loss of principal.

 

Jan Holman discusses the strategy of dollar-cost averaging and reminds investors to think for the long-term when approaching the market.

Thornburg Foundation, the family foundation founded by Thornburg Investment Management Founder and Chairman Garrett Thornburg, announced $250,000 in additional grants to support nonprofit organizations that address critical gaps in services that affect infants, toddlers, and their families; assist local food supply chains; combat and coordinate emergency food and hunger needs; and conduct census outreach activities for hard-to-count communities with low self-response rates.

April 13, 2020

    Ignites interviewed Carter Sims about how Thornburg is managing the many challenges work-from-home life has brought. In addition to regular meetings with his team, Carter highlighted the benefits of Alden Mills' REMOTE technique for us and our clients, and Thornburg's 5k back in April.

    Jason Brady: Identifying Reliable Income Streams
    Please see our glossaryglossary (www.thornburg.com/glossary) for a definition of terms.

     

    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.
    April 8, 2020

    In this podcast with Australian publication Investment Magazine, Jason Brady speaks about the scope of the challenge for investors and the potential opportunities that exist to navigate market turmoil.

    March 16, 2020

      Hear our views on unfolding opportunities and risks across the credit spectrum—high yield, investment grade, leveraged loans and more-- as well as our assessment of market liquidity.

      Amid Market Selloff, Jeff Klingelhofer on Bloomberg TV
      Please see our glossaryglossary (www.thornburg.com/glossary) for a definition of terms.

       

      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.

       

      Investments carry risks, including possible loss of principal. Portfolios investing in bonds have the same interest rate, inflation, and credit risks that are associated with the underlying bonds. The value of bonds will fluctuate relative to changes in interest rates, decreasing when interest rates rise. This effect is more pronounced for longer-term bonds. Unlike bonds, bond funds have ongoing fees and expenses. Investments in mortgage-backed securities (MBS) may bear additional risk. Investments in lower rated and unrated bonds may be more sensitive to default, downgrades, and market volatility; these investments may also be less liquid than higher rated bonds. 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. Investments in equity securities are subject to additional risks, such as greater market fluctuations. 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 the Funds are not FDIC insured, nor are they bank deposits or guaranteed by a bank or any other entity.

      Co-Head of Investments and Portfolio Manager Jeff Klingelhofer joins Bloomberg TV to talk about the coronavirus-driven market selloff, the importance of defensive portfolio positioning, and when we can expect a market bottom and turnaround.

      Fixed income managers tend to have a narrow mandate and a clear focus on specific areas. In contrast, Thornburg Limited Term Income Fund covers the entire taxable fixed income universe to find relative value. Lon Erickson, co-manager of the fund, stresses the importance of risk/reward evaluation within safety of the principal and income stability in this feature article on Ticker.com.

      Thornburg CEO Jason Brady Discusses Market Volatility on CNBC
      Please see our glossaryglossary (www.thornburg.com/glossary) for a definition of terms.

       

      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.

      Thornburg CEO Jason Brady discusses the key drivers of the recent selloff and where investors can look for interesting opportunities amid volatility.

      February 12, 2020

      Thornburg is proud to support TIIP and the Money Management Institute’s new report, “Sustainable Investment Products and Due Diligence: Insights from Industry Experts,” which offers advice on how to add more rigor to the assessment of sustainability products on the market, and how industry leaders can benefit from the growing interest in sustainable investing.

      February 10, 2020

      Danan Kirby authored a story for Green Money Journal entitled “Millennials and Money: A Shared Sense of Destiny.” He chronicles his experience in the military, work at the FDIC, and at Thornburg, how he works on integrating ESG into our investment process.

      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."

      November 19, 2019

        At Thornburg, we embrace a diverse, equitable and inclusive workplace in which our employees are empowered to share their full identities, ideas and perspectives. Named a 2019 Diverse Business Honoree by Albuquerque Business First, read more about what we're doing to create an inclusive environment and provide equal opportunity for employment and advancement.

        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://www.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>

        November 1, 2019

        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.

        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.

        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.

        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.

        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 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.

        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.

        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 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.

        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.

        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.

        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.

          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".

          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."

          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.

          Important Information