Jeffrey Sherman

Join Jeffrey Sherman, Deputy Chief Investment Officer at DoubleLine Capital, and Leslie Falconio, Head of Taxable Fixed Income Strategy at UBS, as they navigate the fixed income landscape amid economic uncertainty. They dive into the implications of U.S. trade policies, the importance of risk management, and strategies for investing in shorter-duration bonds. The conversation also covers the complexities of mortgage-backed securities and current economic vulnerabilities, emphasizing the need for liquidity and caution with high-yield bonds.

Jeffrey Sherman, Deputy Chief Investment Officer at DoubleLine Capital, discusses his journey from mathematics to finance, navigating excess savings, fiscal stimulus impact, consumer sentiment trends, challenges in the bond market, sector rotation strategies, and psychology in investing.