Unconstrained bond funds generally fall into a broad category of fixed income strategies that defy the neat categorization investors have come to expect from the investment fund landscape. Morningstar defines the unconstrained category as funds that use both tactical duration … Read More

July 2021 – Week 4

The DoubleLine Total Return Tactical Strategy seeks to maximize total return over a full market cycle by actively investing across global fixed income sectors. The strategy normally maintains a shorter duration and higher yield than its benchmark, the Bloomberg Barclays … Read More

As the pandemic continues to trouble the world’s economies and challenge policymakers, the advent of effective vaccines in the U.S. has, for now, led to a significant decline in daily new cases and has helped push state and local economies … Read More

The Federal Reserve (the “Fed”) continued to buy Agency mortgage-backed securities (MBS) throughout the first quarter, purchasing roughly $370 billion gross and $145 billion net. The Fed announced that after March 23 the Federal Reserve Bank of New York will … Read More

Gregory M. Dowling, CFA, CAIA
Chief Investment Officer | Head of Research

FEG Investment Advisors

Greg Dowling is Chief Investment Officer and Head of Research at FEG Investment Advisors, an independent investment consulting and OCIO provider with primarily nonprofit clients throughout the United … Read More

DoubleLine has partnered with Professor Robert Shiller to create an equity offering. Can you describe the motivation for the strategy and how the DoubleLine Shiller Enhanced CAPE® Strategy enhances DoubleLine’s current suite of products?
First off, CAPE® stands for Cyclically Adjusted … Read More

July 2021 – Week 3

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The second half of 2021 began with a continuation of the strong second quarter rally in the U.S. Treasury market. This performance stands in stark contrast to … Read More

Paul Christopher, CFA

Head of Global Market Strategy

Wells Fargo Investment Institute
Wells Fargo & Company

Paul Christopher is the Head of Global Market Strategy for Wells Fargo Investment Institute (WFII), a subsidiary of Wells Fargo Bank, N.A., which is focused on delivering the … Read More