Episode 4: The Search for Options

Municipal bond yields climbed to 15-year highs in the third quarter of 2026, driven by rising rates and record supply rather than weakening credit. Tax-equivalent yields above 8% for top-bracket investors are levels many have not seen in their careers and, in our view, merit a closer look from long-term investors.

With so much focus on AI-related spending and earnings, it can be easy to lose sight of the resilient growth across the globe that exists outside the AI supply chain. In particular, investors who seek out international stocks can benefit from lower valuations and enhanced dividend yields. Thornburg's Client Portfolio Manager Josh Rubin joined VettaFi to discuss today’s market environment and how the Thornburg Premium...

Bond markets continue searching for a storyline that sticks. Today’s challenge is determining where investors are being fairly compensated for risk and where valuations may be less forgiving. Hear Thornburg Portfolio Managers Christian Hoffmann, Ali Hassan, and Lon Erickson as they unpack the forces shaping fixed income markets today, from AI-driven debt issuance to tight credit spreads to a rates market sending mixed signals.

Thornburg Income Builder Opportunities Trust (NASDAQ: TBLD) announced its monthly distribution.

An interview with Miguel Oleaga, Portfolio Manager

When searching for income, investors tend to focus solely on dividends and distributions from U.S.-based firms. However, a global approach may yield better results. Hear the portfolio managers of Thornburg Investment Income Builder Fund (TIBIX) share their thoughts about income opportunities during a review of the past quarter's performance, current portfolio positioning, and market outlook.