Thornburg Videos - Thornburg Investment Management

Economic Perspectives: Out Of The Frying Pan Into The Fire?
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.

Thornburg’s Co-head of Investments Jeff Klingelhofer discusses what competing forces within the U.S. economy and unprecedented fiscal/monetary policy stimulus mean for investors.

May 19, 2020

Some Questions About Thornburg Investment Income Builder Answered
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.

Neither the payment of, or increase in, dividends is guaranteed.

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

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. 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. Investments in the Fund are not FDIC insured, nor are they bank deposits or guaranteed by a bank or any other entity.

Hear Portfolio Manager Matt Burdett answer some questions from investors.

May 13, 2020

Matt Burdett

Investment Income Builder

Fed Update with Jeff Klingelhofer
Please see our glossaryglossary (www.thornburg.com/glossary) for a definition of terms.

Important Information
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.

Outside the United States
This is directed to INVESTMENT PROFESSIONALS AND INSTITUTIONAL INVESTORS ONLY and is not intended for use by any person or entity in any jurisdiction or country where such distribution or use would be contrary to the laws or regulations applicable to their place of citizenship, domicile or residence.

Thornburg is regulated by the U.S. Securities and Exchange Commission under U.S. laws which may differ materially from laws in other jurisdictions. Any entity or person forwarding this to other parties takes full responsibility for ensuring compliance with applicable securities laws in connection with its distribution.

For United Kingdom: This communication is issued by Thornburg Investment Management Ltd. (“TIM Ltd.”) and approved by Robert Quinn Advisory LLP which is authorised and regulated by the UK Financial Conduct Authority (“FCA”). TIM Ltd. is an appointed representative of Robert Quinn Advisory LLP.

This communication is exclusively intended for persons who are Professional Clients or Eligible Counterparties for the purposes of the FCA Rules and other persons should not act or rely on it. This communication is not intended for use by any person or entity in any jurisdiction or country where such distribution or use would be contrary to local law or regulation.

Earlier today the Fed held a press conference and spoke about the current economic condition and offered their forecast. Co-head of Investments and Portfolio Manager Jeff Klingelhofer gives his take on what the Fed's guidance and Q1 GDP number mean for investors.

April 29, 2020

Jeff Klingelhofer, CFA

Emerging Markets Update With Portfolio Manager Charlie Wilson
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.

Covid-19 has prompted revisions to outlooks across asset classes and sectors. However, periods of volatility have historically presented great opportunities for Thornburg’s actively managed equity portfolios, including our Developing World strategy. In this video, Charlie Wilson, the strategy’s co-portfolio manager, provides an update on two key opportunities in emerging markets.

April 13, 2020

Charles Wilson, PhD

coronavirus
covid-19

Teaser-Be Unstoppable: Six Essential Actions while Working Remotely
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.

In this preview video, Alden Mills, former Navy Seal and current author and inventor of the "Perfect Push-up," provides tips for working remotely in the unprecedented time.

April 6, 2020

coronavirus
covid-19

Be Unstoppable: Six Essential Actions While Working Remotely
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.

Alden Mills, former Navy Seal and current author and inventor of the "Perfect Push-up," provides tips for working remotely in the unprecedented time.

April 2, 2020

Thornburg Investment Management

coronavirus
covid-19

PM Nicholos Venditti Provides an Update on the Muni Market
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.

"Know what you own" has been the cornerstone of Thornburg's municipal bond investment philosophy for the past 35 years. Portfolio Manager and Managing Director Nicholos Venditti shares his views on the recent market dislocation, areas of opportunity, and why that investment philosophy matters now more than ever for investors

March 27, 2020

Nicholos Venditti, CFA

coronavirus
covid-19

Co-Head of Investments Jeff Klingelhofer Provides Credit Markets Update
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.

Residential-mortgage-backed securities (RMBS) are a debt-based security (similar to a bond), backed by the interest paid on loans for residences.

Securitized products are pools of financial assets that are brought together to create a new security, which is then divided and sold to investors.

Thornburg Co-Head of Investments Jeff Klingelhofer talks about the dislocations in credit markets and the opportunities that are surfacing as a result.

March 27, 2020

Jeff Klingelhofer, CFA

coronavirus
covid-19

Market Update from Thornburg CEO
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.

Amid the continued turmoil spawned by COVID-19, Thornburg President and CEO Jason Brady provides an update on how we are responding to market volatility.

March 23, 2020

Jason Brady, CFA

coronavirus
covid-19

Navigating Rock-Bottom Yields and Sky-High Prices
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 discusses how price appreciation is driving total return in the muni market and how the pitfalls of stepping out the risk spectrum could loom large for muni investors.

March 2020

Watch Nancy Lazar's Macro Outlook
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.

Nancy Lazar provides a macroeconomic outlook during Thornburg Investment Management's Global Research Summit.

March 5, 2020

Thornburg Investment Management

coronavirus
covid-19

CEO Update: Thornburg’s Approach to Markets Roiled by COVID-19
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. 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. A short position will lose value as the security's price increases. Theoretically, the loss on a short sale can be unlimited. Investments in the Funds are not FDIC insured, nor are they bank deposits or guaranteed by a bank or any other entity.

The performance data quoted represents past performance; it does not guarantee future results.

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

Thornburg CEO Jason Brady provides an update on how Thornburg is managing risks and opportunities created by the turbulent market.

March 3, 2020

Jason Brady, CFA

coronavirus
covid-19

Coronavirus Doesn’t Infect Emerging Markets’ Medium-term Outlook
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.

Headlines about the COVID-19’s impact on global GDP growth and earnings are worrying, but longer-term drivers in emerging market earnings should predominate before long.

February 28, 2020

Charles Wilson, PhD

coronavirus
covid-19

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

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

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

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

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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