Stewart Foley

Stewart: Hey, welcome back to The Home of the World's Smartest Money. This is the InsuranceAUM.com podcast and I am Stewart Foley, CFA. I'm your host and we're thrilled to have you with us today. We are here to talk about private credit, but not in the usual manner. One of the biggest questions in private credit today is whether the asset class can continue to deliver attractive risk-adjusted returns as more and more capital flows into this market.

DoubleLine Investment Management- Jeffrey Sherman, CFA - Deputy Chief Investment Officer DoubleLine Deputy CIO Jeffrey Sherman joins Bloomberg’s The Close to unpack the latest leg of the bond sell-off, which he attributes to a confluence of anxieties, from AI-driven hyperscaler capital expenditure (capex) to years of unresolved fiscal excess across the developed world.

DoubleLine Investment Management- Bill Campbell - Portfolio Manager, Global Sovereign Debt DoubleLine's Bill Campbell, head of the firm's global sovereign and emerging markets team, joins Client Portfolio Manager Jeff Probst on the latest episode of Perspectives to unpack why markets read Fed Chair Warsh's second meeting so differently than his first. Bill traces the shift back to Warsh's move away from forward guidance.