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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Themes | Quick Take |
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"Thornburg Strategic Income outperformed by 19 basis points in Q1 2026 as Middle East conflict drove oil above $100 and repriced Fed policy expectations. Credit markets showed strain with private credit concerns and AI-driven software repricing."
Thornburg Strategic Income outperformed by 19 basis points in Q1 2026 as Middle East conflict drove oil above $100 and repriced Fed policy expectations. Credit markets showed strain with private credit concerns and AI-driven software repricing. Portfolio deployed liquidity into quality credit as spreads widened, maintaining defensive positioning with dry powder for future opportunities.
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