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
Chief Investment Officer
Bitwise Asset Management
Matt Hougan is one of the world’s leading experts on crypto, ETFs, and financial technology. He is the Chief Investment Officer for Bitwise Asset Management, the world’s largest provider of cryptocurrency index funds, with … Read More
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
While of recent invention, the catch phrase “Smart Beta” represents an extension or evolution of “quantitative investment” techniques of decades-old lineage. The revolutionary movement lies in Smart Beta’s democratization of these techniques and making them transparent to investors.
By way of … 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
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
Co-Head of Taxable Fixed Income
Steven Rocco is Co-Head of Taxable Fixed Income, responsible for oversight of all of Lord Abbett’s Taxable Fixed Income investment activities, including portfolio management, global credit research, and trading. He also serves as the … Read More