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2Q 2024 Solving for Income with the Income Builder Opportunities Trust

With an aging global population, the demand for retirement income will only increase. TBLD seeks to deliver income now from diversified income sources.

Thornburg Client Portfolio Manager Adam Sparkman sat down to discuss the Thornburg Income Builder Opportunities Trust (TBLD). In the conversation, Adam highlighted the following:

  • The Fed rate cycle and what that means for closed-end funds.
  • How the portfolio is currently positioned vs. actual NAV on a price basis
  • The portfolio’s call writing opportunities and how it positively contributed to performance during the quarter
  • TBLD historically has offered an attractive level of income with potential capital appreciation. The fund discount may offer an additional opportunity for investors.

Visit the TBLD page here for current performance and additional information.

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