Thornburg Videos

Which Chinese Stocks Offer Shelter in Trade and Hong Kong Storms?
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.

China’s GDP is changing, and creating new investment opportunities. Portfolio Manager Lei Wang on which Chinese stocks should weather market turbulence, the market implications of the political turmoil in Hong Kong and prospects for European equities.

December 2019

Lei Wang, CFA

China

Economic Perspectives: The Cycle, Policy, and Politics
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. Unlike bonds, bond funds have ongoing fees and expenses. Investments in mortgage-backed securities (MBS) may bear additional risk. Investments in the Fund are not FDIC insured, nor are they bank deposits or guaranteed by a bank or any other entity.

In the latest episode of Economic Perspectives, Portfolio Manager, Jeff Klingelhofer, and Director of Client Portfolio Management, Josh Yafa, discuss key questions surrounding a mix of policy and election inputs and their effect on the economic cycle.

December 2019

Jeff Klingelhofer, CFA

Economic Perspectives

Municipal Bonds Continue Historic Run
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 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 the Funds are not FDIC insured, nor are they bank deposits or guaranteed by a bank or any other entity.

Portfolio Manager Nick Venditti lays out what has been happening in the municipal bond market this year and the possible challenges facing this suddenly trendy asset class.

November 2019

muni funds

The Style of Consistent Balance in Emerging Markets Investing
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.
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.
Please see our glossaryglossary (www.thornburg.com/glossary) for a definition of terms.
Thornburg mutual funds are distributed by Thornburg Securities Corporation.
Past performance does not guarantee future results.

Associate Portfolio Manager Josh Rubin discusses how disciplined security selection, sound portfolio construction and calibrated rebalancing can create a clear, consistent framework for value-added investing in emerging markets.

October 2019

Josh Rubin

EMERGING MARKETS

Fed Walks the Line on Rates, Steps into Repo 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 mutual funds are distributed by Thornburg Securities Corporation.

Portfolio Manager Lon Erickson provides his take on the latest 25-basis-point rate cut by the Fed. Lower rates for longer means risks continue to build in the financial system, as the Fed places a band-aid on the short-term funding market.

September 2019

Opportunities and Risks in Emerging Markets
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 Charlie Wilson discusses the current state of emerging markets, particularly China, and what opportunities and risks investors should consider when navigating the space.

August 2019

Charles Wilson

Thornburg's Reaction to the Fed Rate Cut
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 mutual funds are distributed by Thornburg Securities Corporation.

Portfolio Manager Jeff Klingelhofer provides his take on the 25-basis-point rate cut by the Fed. While it creates volatility short-term, more important to consider are long-term implications for investors.

August 1, 2019

Jeff Klingelhofer

Economic Perspectives: The Fed Shift, U.S. & China Trade War, Geopolitical 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.
Please see our glossaryglossary (www.thornburg.com/glossary) for a definition of terms.
Thornburg mutual funds are distributed by Thornburg Securities Corporation.

In the latest episode of Economic Perspectives, Portfolio Manager Jeff Klingelhofer dissects the latest Fed actions, the continuing U.S./China Trade War and how geopolitical risks could affect markets in the months to come.

July 22, 2019

Muni Demand Keeps Climbing
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 mutual funds are distributed by Thornburg Securities Corporation.

Record-breaking flows to start the year have had a profound impact on the municipal market. Portfolio Manager Nick Venditti discusses the challenges and opportunities this has created for investors.

June 2019

Opportunities in International Investing
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 mutual funds are distributed by Thornburg Securities Corporation.

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

June 1, 2018

The Role of Net Exposure in Long/Short Liquid Alts
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 mutual funds are distributed by Thornburg Securities Corporation.

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.

May 31, 2017

Connor Browne, CFA

A Distinctive Approach to Emerging Markets
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 mutual funds are distributed by Thornburg Securities Corporation.

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.

July 5, 2016

Actively Managed. Structured for Excellence
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.
Thornburg mutual funds are distributed by Thornburg Securities Corporation.

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.

June 1, 2016

Vision Mission and Values
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.

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

January 1, 2016

Garrett Thornburg

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