DoubleLine Deputy Chief Investment Officer Jeffrey Sherman joins CNBC’s Money Movers to talk fixed income markets, U.S. Treasury yields, inflation dynamics and portfolio positioning amid elevated geopolitical risk. Mr. Sherman also discusses the markets’ resilience, how real yields and duration impact DoubleLine’s strategy and what could trigger a breakout in interest rates as investors assess Federal Reserve policy, labor data and fiscal spending. He also shares insights on U.S. dollar trends, emerging markets local-currency bonds and where institutional investors might find attractive risk-adjusted yield opportunities in today’s global fixed-income landscape.
Jeffrey Sherman, DoubleLine’s Deputy Chief Investment Officer, is a thought leader, portfolio manager and public speaker in the industry. Mr. Sherman is a member of DoubleLine’s Fixed Income and Global Asset Allocation committees, and he serves as lead portfolio manager for the firm’s multi-sector and derivative-based strategies. In his role, Mr. Sherman guides the investment teams in developing top-down macro views and collaborative asset allocation processes throughout a market cycle. Additionally, he is a member of DoubleLine’s Executive Management Committee. In 2018, Money Management Executive named Mr. Sherman as one of “10 Fund Managers to Watch” in its yearly special report. Prior to joining DoubleLine in 2009, Mr. Sherman was a Senior Vice President at TCW, where he worked as a portfolio manager and quantitative analyst focused on fixed income and real-asset portfolios. Prior to that, he was a statistics and mathematics instructor at the University of the Pacific and Florida State University. Mr. Sherman taught Quantitative Methods for Level I candidates in the USC/CFALA CFA® Review Program for many years. He holds a B.S. in Applied Mathematics from the University of the Pacific and an M.S. in Financial Engineering from Claremont Graduate University. Mr. Sherman is a CFA® charterholder.
