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 Income Builder ETF (THOR) can fit into client portfolios.
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Fixed Income
Beyond the Rate Debate: Navigating Today’s Fixed Income Signals
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 Announces Distribution
Thornburg Income Builder Opportunities Trust (NASDAQ: TBLD) announced its monthly distribution.
Global Equity
Reflecting On the Anniversary of Thornburg Global Opportunities Fund
An interview with Miguel Oleaga, Portfolio Manager
Income
Thornburg Investment Income Builder Fund 3rd Quarter Update
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.
Global Equity
Opportunities in Overseas Equities
At Thornburg, we believe international equities offer an attractive total return profile with the combination of earnings growth, low valuations, and higher dividend yields. Hear Head of Equities Matt Burdett and Portfolio Manager Lei “Rocky” Wang provide insight into Thornburg’s International Equity strategy.
Global Equity
Quality Without Dogma: Why Valuation Still Matters
Is quality investing broken, or have investors simply paid too much for it? This article explores why Thornburg believes quality and valuation discipline are inseparable, and why flexibility remains essential to long-term investing.
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