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Apr 04, 2025 | Media Appearances

Bill Campbell on Dollar Risks and Global Investment Shifts

BillC BBGTV 2025-04-04

DoubleLine Global Bond Portfolio Manager Bill Campbell, April 4, 2025, discusses the impact of tariffs and geopolitical policies on the dollar and global investment trends. He explains how recent price actions and changes in U.S. policies are prompting foreign investors to reconsider their capital allocations, potentially leading to a repatriation of funds and increased dollar hedging. Campbell also highlights the effects of retaliatory tariffs from China on emerging markets and the broader economic outlook, emphasizing the importance of regional trade agreements and the shift towards a multipolar world in global trade and investment portfolios.

00:00 Introduction and Dollar Price Action

00:44 Foreign Investment and U.S. Economic Policies

01:43 Emerging Markets and Global Economic Outlook

02:48 Currency Differentiation and Global Trade

04:11 Inflation and Global Trade Barriers

06:05 Future of Global Trade and Investment Portfolios

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ABOUT THE GUEST

ABOUT THE GUEST

  • William Campbell

    Portfolio Manager
    International Fixed Income - Int. Sovereign
    READ BIO

    William Campbell

    Portfolio Manager
    International Fixed Income - Int. Sovereign

    Mr. Campbell joined DoubleLine in 2013. He is a Portfolio Manager for the DoubleLine Global Bond Strategy and is a permanent member of the Fixed Income Asset Allocation Committee. He covers Developed Markets, Central & Eastern Europe, Middle East and Africa (CEEMEA), and China. Prior to DoubleLine, Mr. Campbell worked for Peridiem Global Investors as a Global Fixed Income Research Analyst and Portfolio Manager. Previous to that, he was with Nuveen Investment Management Company, first as a Quantitative Analyst in their Risk Management and Portfolio Construction Group, then as a Vice President in their Taxable Fixed Income Group. Mr. Campbell also worked at John Hancock Financial as an Investment Analyst. He holds a BS in Business Economics and International Business, as well as a BA in English, from Pennsylvania State University. Mr. Campbell holds an MA in Mathematics, with a focus on Mathematical Finance, from Boston University.