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Mark Zinkula, CFA, CEO, and Jesse Brownell, Global Head of Distribution
Hear from CEO Mark Zinkula and Global Head of Distribution Jesse Brownell how Thornburg has delivered idiosyncratic alpha to clients for over four decades and how we will continue to innovate and grow to meet our clients’ needs.
Brian McMahon, Vice Chairman and Chief Investment Strategist
We continue to navigate through uncertain conditions, and the outlook requires an even greater-than-normal degree of humility as portfolio managers. Brian discusses the economic backdrop and where we are finding value in today’s environment.
Jeff Klingelhofer, CFA, Co-Head of Investments, Portfolio Managers Lon Erickson, CFA Dave Ashley, CFA, and Eve Lando, JD, and Dominic Alto and Rob Costello, CFA, Client Portfolio Managers
With the Fed pondering when it will be appropriate to begin cutting rates, the bond market is at a pivotal point in the cycle. Thornburg’s Fixed Income Team will discuss how to best extract value in the bond space going forward, and the best ideas we are placing in our global fixed income and municipal bond portfolios right now.
Portfolio Managers Emily Leveille, CFA, Miguel Oleaga, Josh Rubin and Lei Wang, CFA, and Craig Blessing, Client Portfolio Manager
In the wake of heightened policy rates, the lingering effects of post-Covid policy responses, and the dominance of a select few U.S. stocks, international opportunities continue to capture our attention. We will walk you through how we identify companies with robust business models, discover opportunities with attractive valuations in themes like AI and electric vehicles, and incorporate geopolitical challenges into our investment methodologies.
Portfolio Managers Matt Burdett, Josh Rubin and Lei Wang, CFA, and Cliff Hodge, CFA, Chief Investment Officer, Cornerstone Wealth
Our team travels the globe to research the companies we include in our strategies. Their travels often reveal local sentiments and ideas that they could not have learned from afar. Three portfolio managers share the insights they’ve gained from recent travels and their impact on investment decisions.
Brian McMahon, Vice Chairman and Chief Investment Strategist, Ben Kirby, CFA, Co-Head of Investments, Portfolio Managers Matt Burdett and Christian Hoffmann, CFA, and Adam Sparkman, Client Portfolio Manager
Until 2022, markets spent much of the past decade in a stimulus-driven environment that largely favored capital appreciation opportunities over income. As we grapple with inflation, slowing global growth, and rapidly tightening financial conditions—there is a real cost of capital again—and we believe it will have wide ranging implications. Rising rates may be well underway, but the full effects have yet to work their way through the economy. Our perspective for navigating the transition to a more normalized level of capital is to take a measured but flexible approach. We discuss how Thornburg Investment Income Builder’s flexibility, and its preference to invest in companies that are disciplined capital allocators, can maximize current income—and reduce risk—without compromising income growth in the future.
This material is for investment professional use only.