• Rising Rates, Increasing Inflation, Reduced Supply, and Positioning for Municipal Bond Portfolios
    May 2018 [From Our PerspectiveNicholos Venditti, CFADominic Alto]
    After the worst first quarter performance in 22 years for the municipal bond market, Portfolio Manager Nick Venditti explains where muni fixed income investors should go from here. 
  • Bumps in The Road? Curve Inversions, Bond Vigilantes and China
    May 2018 [From Our PerspectiveJeff Klingelhofer, CFAJosh Yafa]
    Global fixed income Portfolio Manager Jeff Klingelhofer, CFA, discusses his take on an inverted yield curve, potential resurgence of bond vigilantes, and talk of a Chinese sale of U.S. Treasuries.
    • Thornburg's Disruption Series

    • China Leapfrogs Traditional Infrastructure
      January 2018 [Di Zhou, CFA, FRMFrom Our Perspective]
      Economic disruption is happening all over the world, and one region that is particularly interesting is Asia. Portfolio Manager Di Zhou explains some innovative advances in China that could present investment opportunities.
    • "FOMO" in Emerging Markets? Long-Term Ideas to Consider
      January 2018 [Ben Kirby, CFAFrom Our Perspective]
      Portfolio Manager Ben Kirby discusses how disruption is impacting emerging markets and which companies look appealing in this environment.
    • Innovation-Driven Disruption in Europe
      January 2018 [Greg DunnFrom Our Perspective]

      Portfolio Manager Greg Dunn discusses how disruption is affecting companies in Europe and how innovation-driven disruption could provide investment opportunities throughout the region. 

  • Collaborative Process Key for Thornburg
    September 2017 [OUR FIRMJASON BRADY, CFAFROM OUR PERSPECTIVE]

    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.

  • Thornburg CEO Sees Telecom, Financials as Attractive
    September 2017 [INVESTMENT INCOME BUILDERJASON BRADY, CFAHOW WE INVEST]

    CEO Jason Brady likes Telecom and Financials, but Brady says you have to look at each name from a bottom-up sense.

  • Opportunities in International Investing
    August 2017 [Sean Sun, CFADi Zhou, CFABrian Burrell, CFAFrom the Floor]

    Attractive conditions in overseas markets continue to spark opportunities for active investors, according to several international growth, value and ESG investment team members.

  • Do Bank Loans Deliver vs. High Yield When Rates Rise?
    August 2017 [CHRISTIAN HOFFMANN, CFAFROM THE FLOOR]

    If recent history is any guide, not necessarily. Downside protection from bank loans hasn’t been materially better than that of high yield, either.

  • The Role of Net Exposure in Long/Short Liquid Alts
    May 2017 [CONNOR BROWNE, CFAFROM THE FLOOR]

    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.

  • Actively Managed. Structured for Excellence
    June 2016 [About UsCapabilities]
    Far 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.
  • Looking for Dividends? Go Global
    October 2016 [Investment Income Builder FundMatt BurdettHow We Invest]
    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.
  • A Distinctive Approach to Emerging Markets Investing
    July 2016 [Developing World FundBen Kirby, CFACharles Wilson, PhDHow We Invest]
    Thornburg 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. 
  • Active Bond Laddering: A Thornburg Tradition
    March 2016 [Bond FundsChristopher Ryon, CFAHow We Invest]

    Portfolio 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.

  • Our Vision, Mission and Values
    [Our FirmGarrett ThornburgHow We Invest]

    Garrett Thornburg describes how our Vision, Mission and Values support our goals of excellence through continual improvement and adding value for our clients.

Important Information
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 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.

Thornburg Investment Management, Inc. mutual funds are sold through investment professionals including investment advisors, brokerage firms, bank trust departments, trust companies and certain other financial intermediaries. Thornburg Securities Corporation (TSC) does not act as broker of record for investors.

Diversification does not assure or guarantee better performance and cannot eliminate the risk of investment losses.