Tag: Investment Strategies
Bonds, Tariffs, and Turbulence: How to Stay Grounded in a Shaky Economy with Bill Campbell (Ep. 66)

Bonds, Tariffs, and Turbulence: How to Stay Grounded in a Shaky Economy with Bill Campbell (Ep. 66)

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Ever wondered how the bond market could be your secret weapon in times of economic uncertainty? Strap in as Nicole Romito hosts Bill Campbell from DoubleLine in an eye-opening discussion on the oft-overlooked bond market and its role during turbulent times.

Bill dives into the complexities of the current economic landscape, unpacking the ripple effects of tariffs, debt management, and U.S. domestic policy on global markets. As this vibrant conversation unfolds, you’ll gain insights into how these factors can influence fixed income strategies and your investment portfolio’s stability.

  • Unraveling Tariff Impacts and Market Volatility [00:07:37]
  • Exploring Fair Reciprocation and Trade Goals [00:15:42]
  • Navigating Bond Markets Amidst Policy Changes [00:24:15]
  • The Global Currency Context and The Future of the Dollar [00:34:31]

Connect with Nicole Romito: 

Connect with Bill Campbell:

About Bill Campbell: 

Bill Campbell is a Portfolio Manager at DoubleLine Capital LP, where he co-manages the DoubleLine Global Bond Strategy and serves as a permanent member of the firm’s Fixed Income Asset Allocation Committee. With a focus on Developed Markets, CEEMEA (Central and Eastern Europe, Middle East, and Africa), and China, he plays a key role in shaping global fixed income strategy. Since joining DoubleLine in 2013, Bill has become a trusted voice in navigating complex macroeconomic environments and emerging market dynamics.

Prior to his tenure at DoubleLine, Bill built a robust background in investment management. He held roles at Peridiem Global Investors as a Global Fixed Income Research Analyst and Portfolio Manager, and previously worked at Nuveen Investments and John Hancock Financial. Bill holds a Bachelor of Science in Business Economics and International Business, as well as a Bachelor of Arts in English from Pennsylvania State University. Known for his sharp analytical skills and global perspective, he continues to be a leading figure in fixed income investing.

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FEATURE
2023’s Mid Year Check In With Bob Westrick (Ep. 22)

2023’s Mid Year Check In With Bob Westrick (Ep. 22)

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Amidst these unprecedented times, a burning question arises: Should you maintain a diversified portfolio? 

In this episode, Nicole Romito and Bob Westrick, Partner at Private Vista, provide a mid-year market update for 2023. Together they tackle some of the pressing inquiries that have flooded their clients minds. From whether America is already in a recession or heading into one, if it will be different this time around, and whether or not diversification still works during unprecedented times.

Nicole and Bob discuss: 

  • Private Vista’s guidance amidst these extraordinary times and the unique challenges they present
  • What the difference is between the economy and the markets, and why they don’t always move in the same direction
  • The Federal Reserve’s potential measures to disrupt the current inflationary cycle
  • What type of recession is expected, and to what severity
  • Why it’s better to invest for longer term goals rather than short-term goals
  • And more

 

Resources:

Connect with Nicole Romito: 

Connect with Bob Westrick:

About our Guest: 

In 1983, Bob Westrick left a “Big Eight” public accounting firm to work for one of his audit clients. Eight years later, his entrepreneurial itch was scratched as he started a partnership in the financial services industry. Two years later, Bob co-founded WNA Wealth Advisors, one of the precursor firms to Private Vista. He is a frequent speaker and he is often interviewed on subjects ranging from economic conditions to wealth management. His experience as an accountant, business owner and financial advisor gives Bob a unique perspective to offer his clients.

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Preparing For 2023 After A Year Of Market Volatility With Bob Westrick (Ep. #10)

Preparing For 2023 After A Year Of Market Volatility With Bob Westrick (Ep. #10)

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After a year of market ups and downs, investors are looking for an opportunity to pull ahead in the new year. How can they start off 2023 on the right foot?

Welcome back to another episode of Dollar$ and $ense! In this episode, Nicole Romito speaks with Bob Westrick, Partner at Private Vista, on how market volatility has impacted investors in 2022 and where they should focus their attention into the New Year. Bob shares key takeaways from this past year and how those experiences will change investment strategies moving forward.

Bob discusses: 

  • The difference in opportune environments between stocks and bonds and why neither has been safe in the 2022 market
  • How tax loss harvesting can create returns from capital loss in investments
  • What is the current view of 2023 and possibly 2024 of advisors and economists
  • What can be controlled during market volatility and where advisors should focus their attention
  • And more

Connect with Nicole Romito: 

Connect with Bob Westrick:

About our Guest: 

In 1983, Bob Westrick left a “Big Eight” public accounting firm to work for one of his audit clients. Eight years later, his entrepreneurial itch was scratched as he started a partnership in the financial services industry. Two years later, Bob co-founded WNA Wealth Advisors, one of the precursor firms to Private Vista. He is a frequent speaker and he is often interviewed on subjects ranging from economic conditions to wealth management. His experience as an accountant, business owner and financial advisor gives Bob a unique perspective to offer his clients.

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