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Matt Burdett

Head of Equities and Managing Director

Matt Burdett is head of equities and a portfolio manager for Thornburg Investment Management. He rejoined the firm in 2015 as an associate portfolio manager. Matt was named a managing director and was promoted to portfolio manager in 2018 and to head of equities in 2024. Matt spent several years as a senior vice president and portfolio manager at PIMCO, where he co-managed various dividend-oriented strategies. Prior to his time at PIMCO, Matt worked from 2010 to 2011 as an equity analyst at Thornburg.

Earlier in his career, Matt was director of healthcare investment banking at CIBC World Markets / Oppenheimer and a medicinal chemist at Sunesis Pharmaceuticals. Matt holds an MBA from the Marshall School of Business at the University of Southern California and a bachelor's degree in chemistry from the University of California, Berkeley.

20years in industry
11years at Thornburg

Investments Managed

Insights

Economy

Finding Opportunity Amid Imbalance: 2026 Market Outlook

Entering 2026, markets appear imbalanced, with equity returns becoming increasingly concentrated, while fixed income offers asymmetric outcomes with limited downside protection. Opportunity still exists, just not where it’s most crowded. In 30 minutes, we cut through the noise and focus on what’s working, what’s changing, and where to position client portfolios now.
Global Equity

2026 Global Equity Outlook: International Equities Remain the Asymmetric Opportunity

Many themes that were top of mind in 2025 remain highly relevant in 2026, including the somewhat surprising resilience in the U.S. and most economies worldwide.
Economy

Finding Opportunity Amid Imbalance: 2026 Market Outlook

Hear our 30‑minute 2026 Market Outlook webcast where we cut through noise to find opportunity amid imbalance.
Orange spiral staircase
Global Equity

Mid-Year Global Equity Outlook: Diminishing U.S. Exceptionalism Leads to Non-U.S. Opportunities

2025 has been full of surprises all over the world, which makes our thoughts at the beginning of the year, including opportunities and risks outside of the U.S. compared to the U.S., relative value opportunities across the globe, and AI’s capital intensity, that much more relevant.
Map with colorful overlay
Markets & Economy

The Global Shift: Why Non-U.S. Equities Are Taking Center Stage

Market volatility brings opportunity. Watch a macro overview of why international investments are relevant now.
Globe wrapped with colorful cords
Global Equity

International Equity: The Power of Global Diversification

International equities are a much more differentiated set of companies and industries than the U.S., which can help investors construct a diversified portfolio in the midst of global volatility.
From the bottom of the staircase, the spiral staircase.
Outlook

U.S. Valuations to Global Opportunities: Key Takeaways for Investors

Dive into actionable strategies for navigating a high-valuation U.S. market, trade uncertainties, and opportunities in international equities.
Solving the income problem: water rushes down a stream
Income

Thornburg Income Builder Opportunities Trust – 1st Quarter Update 2023

With an aging global population, the demand for retirement income will only increase. TBLD seeks to deliver income now from diversified income sources.
Thornburg Investment Management courtyard.
Markets & Economy

Thornburg Investment Income Builder Fund – 1st Quarter Update 2023

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.
Green policies and sustainability.
ESG

Green Policy vs Sustainability: Reconsidering ESG

For a long time, it seemed like ESG was trending towards a singular orthodoxy—that an "ESG Company" might be the one blessed by arbiters. That is no longer the case.