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DoubleLine Podcasts

S7 E5 Stephanie Lang, CIO – Homrich Berg

Stephanie Lang, CFA, Principal and Chief Investment Officer at Homrich Berg Wealth Management, joins as guest on the Sherman Show. She discusses her firm’s use of fund of funds, the search for private assets offering a premium over public markets, role of alternatives and private placements in client portfolios, the progression of her career, her role as CIO and the investment process at Homrich Berg. As she explains to DoubleLine’s Jeffrey Sherman and Samuel Lau, a key question at her firm’s investment committee is “are we going into recession and when?” She finds worrisome signs in the Treasury curve and manufacturing, but the consumer, who represents 70% of the U.S. economy, is holding up well as exhibited by such data as retail sales and consumer confidence. A key risk she sees for the consumer is the possibility of an escalation of the U.S.-China trade war, the confrontation already having led to tariffs on trade goods. Outside the economy, Ms. Lang also considers such factors as momentum (“looking pretty good”) and valuations (“average” at present). Another big question facing Lang and the Homrich Berg investment committee is the mix between domestic and international equities. Advantage: domestic equities. The podcast was recorded on September 5, 2019.

Guest Speaker Bio

The views and opinions expressed herein are as of the date recorded and should not be construed as an offer to buy or sell any securities. Such views/opinions may differ from those of DoubleLine Capital or other of its affiliates and are subject to change without notice. DoubleLine has no obligation to provide any updates or changes. The following audio presentations represent DoubleLine’s intellectual property. No portion of these presentations may be published, reproduced, transmitted or rebroadcast in any media in any form without the express written permission of DoubleLine. DoubleLine has no obligation to provide any updates or changes. To receive permission from DoubleLine please contact info@doubleline.com.

Neither DoubleLine nor any of its affiliates makes any representation or warranty as to the accuracy or completeness of the statements or any information contained in this podcast and any liability therefore (including in respect of direct, indirect or consequential loss or damage) is expressly disclaimed.

DoubleLine is not providing any financial, economic, legal, accounting or tax advice in these podcasts. The receipt of these podcasts by any listener is not to be taken as constituting the giving of investment advice by any DoubleLine entity or individual to that listener, nor to constitute such person a client of any DoubleLine entity. The portfolio risk management process includes an effort to monitor and manage risk, but does not imply low risk.

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