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Josh Rubin

Client Portfolio Manager

Josh Rubin is a client portfolio manager for Thornburg Investment Management. He serves as a liaison between Thornburg’s investment management team and key external decision makers regarding all of the firm’s equity, fixed income and multi-asset investment strategies. Josh’s work covers Thornburg’s fundamental bottom-up research and top-down thinking as he shares organizational perspectives on research, analysis, process, philosophy and investment outcomes. He joined the firm in 2017.

Josh was a portfolio manager and associate portfolio manager on Thornburg’s equity team before transitioning to the CPM role in 2025. Prior to Thornburg, he had portfolio manager and senior analyst responsibilities for global, U.S. and emerging markets equity strategies at Driehaus Capital Management in Chicago and Marsico Capital Management in Denver. Josh spent several years in fixed income investment banking before shifting to equity asset management.

Josh earned a BSFS in international politics from the Walsh School of Foreign Service at Georgetown University.

Insights

United States and China
Markets & Economy

Investment Landscape: Surveying Potential Risks and Opportunities

Investors continued to monitor the tenuous relationship between the U.S. and China, while keeping an eye on where Fed leadership and the dependability of macroeconomic data are headed.
Markets & Economy

The U.S.-China Relationship, the Fed, and Data Reliability

Thornburg client portfolio managers discuss the latest topics moving markets including the U.S.-China relationship, the latest with the Fed, and how data reliability can affect decisions in today's current environment.
Yacht leaning in rough sea.
Investment Tactics

The Enduring Role of Active Investment Management

Active investment management can help investors achieve their long-term financial goals while navigating market volatility, asset dislocations, and managing risk.
Markets & Economy

Active Investing in a Passive World

Thornburg's CPMs discuss the case for active investment management amid heightened uncertainty, macro pressures, and interest rate volatility.
Binoculars on wooden pole by the sea against blue sky
Fixed Income

Solving the Hunt for Yield Amid Rate Volatility and Compressed Spreads

As traditional bond strategies face renewed pressure, explore how shifts in credit markets and investor behavior are reshaping income opportunities.
Fixed Income

Thornburg Investment Insights: A Deep Dive Into Fixed Income Markets

Thornburg client portfolio managers discuss the nuances of the fixed income market and what should be top of mind for investors.
Financial stock exchange market display screen board on the street
Global Equity

Investing in Equities: Dividends, Earnings, and the Rise of International

With market dislocations influencing macro trends, we focus on the global equity markets and its many dimensions in an era of income-hungry and diversity-seeking investors.
Markets & Economy

The CPM Roundtable: Adventures in Global Equity

We discuss opportunities in global equity, including the importance of dividend income and diversification.
Investor Insights: Tariffs, Stagflation, Housing, and the Fed
Markets & Economy

Investor Insights: Tariffs, Stagflation, Housing, and the Fed

As client portfolio managers, we have a unique perspective on what's top of mind for investors.
Conceptual illustration showing stacked shipping containers painted with the American, Chinese, European Union, Canadian and Mexican flags, symbolizing trade and export/import industry. A man stands observing a volatile financial graph overlayed across the scene, representing the instability and fluctuations in the global or national market. The image conveys themes like trade tariffs, economic uncertainty, supply chain disruptions, and financial risk. 3D render
Markets & Economy

Tariffs, Stagflation, and the Fed: A Spotlight on Investors’ Most Pressing Questions

Thornburg’s client portfolio managers explore some of Wall Street's biggest themes.