Global Bond Portfolio Manager Bill Campbell shares his thinking on trade policy under President Trump, including investment risks and opportunities as a protracted and episodic rollout of tariffs likely whipsaws FX rates through much of 2025.
关于我们
DoubleLine is an independent, employee-owned money management firm, founded in 2009. The firm offers a wide array of investment strategies run by an experienced team of portfolio managers that has worked together for many years, employing active risk management, in-depth research, and innovative product solutions. Led by CEO-CIO Jeffrey Gundlach, DoubleLine was founded in 2009 when Mr. Gundlach came to believe his goal of asset management excellence was not shared by owners of the ?rm that his team had built to prominence over the preceding 24 years. "Active management permeates all stages of the investment process. Starting with the top-down macroeconomic outlook, which influences sector rotation, yield curve positioning and credit exposures, to the bottom-up security selection, each step in the process is focused on finding the best reward-to-risk opportunities." -Jeffrey Sherman, CFA, DoubleLine Deputy Chief Investment Officer
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https://www.DoubleLine.com
DoubleLine的外部链接
- 所属行业
- 投资管理
- 规模
- 201-500 人
- 总部
- Tampa，Florida
- 类型
- 私人持股
- 创立
- 2009
地点
DoubleLine员工
动态
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In January, the U.S. posted a record monthly trade deficit of $131 billion. The current administration attributes such imbalances to unfair trade practices and has responded with protective measures like tariffs. But what’s really driving this imbalance—and what are the consequences of trying to reverse it?
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DoubleLine转发了
Insightful discussion with Jeffrey Gundlach, Founder, CIO and CEO of DoubleLine, on the shifting economic landscape and its investment implications in this week's episode of The Insightful Investor: https://lnkd.in/gSsA6CKA
#62 - Jeffrey Gundlach: Big Picture Outlook
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In his March 11 market and macro outlook, DoubleLine CEO Jeffrey Gundlach reprises a theme he has been talking about for 3 years: Americans should diversify part of their investments “away from all U.S.-only investments.” https://lnkd.in/gx48DuXp
Gundlach Macro Outlook: “Not in My Neighborhood”
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DoubleLine转发了
Frequently Asked Questions on DoubleLine's Fortune 500 Equal Weight Strategy. This article answers eight frequently asked questions around the new DoubleLine Fortune 500 Equal Weight Strategy including what investors can expect from an equal weight index versus market capitalization-weighted indices.
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DoubleLine转发了
Global Bond Portfolio Manager Bill Campbell shares his thinking on trade policy under President Trump, including investment risks and opportunities as a protracted and episodic rollout of tariffs likely whipsaws FX rates through much of 2025.
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In April 2014, Japan raised its national consumption tax (or value-added tax, VAT) from 5% to 8% to curb public debt. The move triggered an immediate economic response: inflation spiked, consumer spending plummeted, and GDP contracted. Today, as the U.S. imposes tariffs on key trading partners, investors can draw valuable lessons from Japan’s move.
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DoubleLine Deputy CIO Jeffrey Sherman chats bonds, tariffs and stagflation.
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Uncertainty influences economic sentiment, business confidence and policymaking. The recent surge in trade policy unpredictability following the U.S. presidential election has raised questions about its impact on the U.S. economy. Yet, despite this volatility, recession forecasts remain moderate. Why are economists not more alarmed?