DoubleLine is an investment management firm and investment adviser. @DLineFunds https://teapawt.org/t.co/s3F7La0AA3
Los Angeles
Joined March 2011
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Stephen Dopp welcomes Empower’s Joe Smolen to The Glide Path for a look at recordkeeper consolidation, fintech competition and the trends shaping retirement, from private assets to pooled employer plans.
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youtube.com/watch?v=nOsYndfI…
DoubleLine’s Eric Dhall and Ryan Kimmel review a heck of a week in markets (Oct. 26-30) on the new Minutes, with broad stock dispersion and a positive run for fixed income.
👇🎙️
podcasts.apple.com/us/podcas…
DoubleLine Capital retweeted
DoubleLine’s Bill Campbell joins @BloombergTV to discuss AI credit risk, the case for higher quality credit and the belly of the curve and where we still see value in emerging market local debt.
youtube.com/watch?v=OoJBjnkp…
DoubleLine Capital retweeted
France now pays more to borrow than its own banks do, which is deeply unusual because governments are normally seen as safer. With debt near 120% of GDP and interest costs set to double by 2030, the bond market is sending a stark warning about French finances.
linkedin.com/pulse/french-in…
DoubleLine Deputy CIO Jeffrey Sherman on hyperscaler debt issuance, how the credit market is absorbing it and why triple C stress hasn’t spread to the rest of high yield.
DoubleLine Deputy CIO Jeffrey Sherman joins @BloombergTV's Real Yield to discuss the Treasury bounce, fiscal fears, midterm gridlock and fading foreign demand for Treasuries.
DoubleLine Capital retweeted
Stephen Dopp welcomes Empower’s Joe Smolen to The Glide Path for a look at recordkeeper consolidation, fintech competition and the trends shaping retirement, from private assets to pooled employer plans.
Subscribe on @Spotify @ApplePodcasts @amazonmusic
youtube.com/watch?v=nOsYndfI…
Mayberry and Kimbrough go through the latest S&P Global U.S. PMI numbers: a very strong report with very strong inflation.
🎙️👉podcasts.apple.com/us/podcas…
DoubleLine’s Jeff Mayberry and Mark Kimbrough discuss a volatile week for the markets, including what could prove a tech stock mini-run, on the latest Minutes. 🎙️👇
open.spotify.com/episode/5Ac…
Financial Services Review discusses DoubleLine Capital’s pursuit of opportunities amid “a secular transition into a world of higher interest rates, higher risk premia on G-7 sovereign debt and a break from 40 years of disinflation.”
doubleline.com/wp-content/up…
The BEA's July PCE revision wasn't new disinflation; it was a methodological reclassification that left consumer prices unchanged while cutting reported core inflation by 36bps, the largest such adjustment in recent history.
linkedin.com/pulse/recalcula…
The Pending Home Sales Index – a forward-looking indicator of home sales based on contract signings – declined 7.3%MoM in September to 66.0, an all-time low.
DoubleLine Capital retweeted
High yield investors are asking 5.6x the extra yield on the weakest credits as on the stronger ones, one of the widest gaps in 30 years. So far, the weakness is concentrated in a small group of troubled borrowers rather than spreading broadly across the market.
linkedin.com/pulse/stress-bo…
“Investors are thinking of putting money to work in lower-risk securities yielding 5%-6%,” says DoubleLine Portfolio Manager Eric Dhall, who sees “a connection between the Oct. 12-16 rally in fixed income and indigestion with the AI buildout.”
youtube.com/watch?v=s8bWry7_…
DoubleLine Allocation Strategist Ryan Kimmel notes “even though the cap-weight S&P 500 is down on the week” ended Oct. 16 “the equal-weight index is providing diversification.”
youtube.com/watch?v=s8bWry7_…
Answering the debate over the momentum in megacap tech and corresponding narrowness of stock market leadership, Dhall and Kimmel have authored a new paper on strategies to diversify investors’ equity allocations.
📰doubleline.com/wp-content/up…
🎙️👇podcasts.apple.com/us/podcas…
Notwithstanding tech dragging the tech-dominated S&P 500 lower, DoubleLine’s Eric Dhall and Ryan Kimmel note a healthy broadening in stock leadership for the week while bonds, abetted by a short-squeeze on rate-hike betters, eked out plus signs.
podcasts.apple.com/us/podcas…
DoubleLine’s Bill Campbell joins @BloombergTV to discuss AI credit risk, the case for higher quality credit and the belly of the curve and where we still see value in emerging market local debt.
youtube.com/watch?v=OoJBjnkp…
France now pays more to borrow than its own banks do, which is deeply unusual because governments are normally seen as safer. With debt near 120% of GDP and interest costs set to double by 2030, the bond market is sending a stark warning about French finances.
linkedin.com/pulse/french-in…
DoubleLine Deputy CIO Jeffrey Sherman joins CNBC after a hot CPI print to discuss the Fed, stress in AI financing and our focus on short duration credit and the belly of the curve.
youtube.com/watch?v=6D5LkmX9…