Santa Fe, New Mexico – Thornburg Investment Management, Inc. is providing important information regarding various financial instruments and investment options as of September 30, 2024. The data presented in this report aims to educate investors on the risks and opportunities associated with different types of securities.

Investments always carry risks, including the possibility of losing the principal amount. It is crucial for investors to understand the risks associated with bonds and bond funds, particularly in relation to interest rate changes. The fluctuation of bond values in response to interest rate movements can impact investment performance significantly.

In the world of securities, understanding terms like basis points, U.S. Treasury securities, Fed Funds Rate, and credit ratings is essential for making informed investment decisions. These terms provide insights into the financial landscape and help investors navigate the complexities of the market.

One key area of consideration is mortgage-backed securities (MBS), which come with their own set of risks and rewards. Investors should be aware of the additional risks associated with MBS and understand the implications for their investment portfolios.

Moreover, bond credit ratings play a critical role in assessing the financial health of debt issuers. By understanding credit ratings and credit spreads, investors can evaluate the quality of securities and make informed decisions about their investment strategies.

It is important to note that the performance of any index does not necessarily reflect the performance of individual investments. Investors should carefully consider the goals, risks, charges, and expenses associated with any investment before making decisions.

Thornburg Investment Management is a global firm that offers a range of investment solutions for institutions, financial professionals, and investors worldwide. With expertise in fixed income, equities, and sustainable investments, Thornburg aims to provide value and deliver on strategies tailored to meet the needs of its clients.