The Sherman Show host Jeffrey Sherman, deputy CIO of DoubleLine, again plays the role of guest with a visit to FEG Insight Bridge and host Greg Dowling, head of research and CIO at FEG, an institutional investment consultant and OCIO firm serving non-profits across the U.S. This episode begins with a discussion of Mr. Sherman’s podcast, including the decision to launch the show, how it boosts the profile of DoubleLine and Sam Lau’s role as the brains of The Sherman Show. Mr. Dowling then interviews Mr. Sherman on his background in math and as an educator, the importance of teaching STEM and Mr. Sherman’s transition into the finance world (5:31). “I was reading that these people on Wall Street made money,” says Mr. Sherman, who was thinking of going into academia. “They made a lot more than a professor did, and it took a lot shorter time.” The two also discuss the fixed income sector and yield’s return after a long absence (16:09), the Fed focus on fighting inflation (20:14), Mr. Sherman’s outlook on the possibility of recession (26:35) and why the Fed should step back on rate hikes (31:23).
Messrs. Dowling and Sherman also talk the status of consumer strength (36:00); the U.S., its dollar and the rest of the world (39:27); and why today’s inflationary environment has sparked retro ’80s (not ’70s!) comparisons (47:05).
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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.
