Recent Media Appearances
- To view the latest BNN Bloomberg video interview featuring Jeffrey Gundlach “U.S. stocks are very overvalued on almost all metrics” 4-27-21: click here
- To listen to the latest UBS interview with Jeffrey Sherman and Daniel Cassidy, please visit our YouTube channel or click here
Jeffrey Sherman on CNBC's Closing Bell (2/26/21) Jeffrey Gundlach on CNBC Fast Money Halftime Report (1/11/21) Jeffrey Sherman on CNBC's Closing Bell (11/12/20) Jeffrey Sherman on CNBC's Closing Bell (10/7/20) Bill Campbell on Yahoo Finance (8/26/20) Ken Shinoda on Yahoo Finance (8/20/20) Monica Erickson on Bloomberg (8/13/20)
Actively Managed Equities
Video & Media
Commentary
March 2021 – Equity Team Overview
December 2020 Portfolio Manager Equity Commentary
September 2020 Portfolio Manager Equity Commentary
July 2020 Portfolio Manager Equity Commentary
April 2020 Portfolio Manager Equity Commentary
Video
Healthcare Sector – Joshua Tam, December 2020
Financials Sector – Brian Ear, August 2020
Consumer Staples & Discretionary Sectors – Taylor Leach, July 2020
Healthcare Sector – Joshua Tam, June 2020
Equity Market Positioning – Emidio Checcone, May 2020
CNBC Squawk Alley Interview -- Emidio Checcone, January 2019
Value Investing -- Emidio Checcone, September 2018
Emerging Markets Fixed Income
Video & Media
Strategy
Emerging Markets (9/2015)
Low Duration (6/2014)
Emerging Markets (12/2013)
Fixed Income Asset Allocation
Video & Media
Strategy
Low Duration Strategy: Team, Process, Philosophy & Difference (12/2017)
Flexible Income (6/2015)
Fixed Income Asset Allocation (6/2014)
DoubleLine Overview (12/2013)
Global Fixed Income
Video & Media
Video
Global Bond: Team, Process & the Market (8/2018) Valerie Ho – Outlook on 2017 & 2018 (12/2017) Valerie Ho – Emerging Markets (12/2017) Valerie Ho – Trump’s potential effect on trade (12/2017) Bill Campbell – Global Bond (12/2017) Bill Campbell – China & China’s Currency (12/2017) Bill Campbell – European Central Bank (12/2017) Ankur Kohli – Int’l Fixed Income, Global Bond (12/2017)Global Developed Credit
Video & Media
Video
Floating Rate: Robert Cohen webinar (March 2021) Floating Rate: Strategy, Philosophy, Process, Liquidity, DifferenceStrategy
Floating Rate: Philip Kenney (July 2018)Global Infrastructure Debt
Video & Media
Media
Andrew Hsu CNBC Halftime Report (6/12/2017)Strategy
Infrastructure: Team, Philosophy, Approach, Process (3/2018)
Renewable Energy: Andrew Hsu Infrastructure (1/2018)
Renewable Energy: Michael Fine Infrastructure (2/2018)
Infrastructure: Damien Contes - Infrastructure as an Asset Class (2/2018)
Infrastructure: Damien Contes - Electricity (2/2018)
Infrastructure: Damien Contes - DoubleLine Process (2/2018)
Infrastructure: Damien Contes - The DoubleLine Difference (2/2018)
Multi-Asset Growth
Video & Media
Video
London Event with Jeffrey Gundlach: Equity (9/12/19) London Event with Jeffrey Gundlach: Gold (9/12/19)Strategies
Multi-Asset Growth Strategy: Philosophy, Process & Approach (5/2018) Ryan Kimmel – Equity, Fixed Income Allocation (12/2017) Sam Garza – Market Environment, Risk Assets & Asset Allocation (12/2017)Shiller Enhanced CAPE
Video & Media
Video
Jeffrey Sherman presents to the Chilean CFA Society on Quantitative Investing and Smart Beta
Shiller Enhanced CAPE® 'CAPE® Ratio' - Jameson Love, (Oct. 2018)
Strategy
Shiller Enhanced CAPE® Strategy (9/2015 updated to 8/2019)
Shiller Enhanced CAPE® Strategy (12/2013 updated to 8/2019)
Barclays Capital Inc. and its affiliates (“Barclays”) is not the issuer or producer of DoubleLine’s Shiller Enhanced CAPE® (the “Strategy”) and Barclays has no responsibilities, obligations or duties to investors in the strategy. The Shiller Barclays CAPE® US Sector USD Index (the “Index”) is a trademark owned by Barclays Bank PLC and licensed for use by the Strategy. While the Strategy may execute transaction(s) with Barclays in or relating to the Index, Strategy investors acquire interests solely using the strategy and investors neither acquire any interest in the Index nor enter into any relationship of any kind whatsoever with Barclays upon making an investment in the Strategy. The Strategy is not sponsored, endorsed, sold or promoted by Barclays and Barclays makes no representation regarding the advisability or use of the Index or any data included therein. Barclays shall not be liable in any way to investors or to other third parties in respect of the use or accuracy of the Index or any data included therein.
The Shiller Barclays CAPE® US Index Family (the “Index Family”) has been developed in part by RSBB-I, LLC, the research principal of which is Robert J. Shiller. RSBB-I, LLC is not an investment advisor and does not guarantee the accuracy and completeness of the Index Family or any data or methodology either included therein or upon which it is based. RSBB-I, LLC shall have no liability for any errors, omissions or interruptions therein and makes no warranties expressed or implied, as to the performance or results experienced by any party from the use of any information included therein or upon which it is based, and expressly disclaims all warranties of the merchantability or fitness for a particular purpose with respect thereto, and shall not be liable for any claims or losses of any nature in connection with the use of such information, including but not limited to, lost profits or punitive or consequential damages even, if RSBB-I, LLC is advised of the possibility of same.
Structured Products
Video & Media
Video
Total Return: Philosophy, Process, Volatility, Advantage
Structured Products: Advantage, Sectors, Process, Management, Difference
