Tag: politics
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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Managing Financial Markets During The Elections With Jeremy Bell (Ep.53)

Managing Financial Markets During The Elections With Jeremy Bell (Ep.53)

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As the U.S. elections approach, many investors find themselves questioning whether to adjust their portfolios in anticipation of potential market changes.

Nicole Romito is joined by Jeremy Bell, Chief Investment Officer for Conway Investment Research, to discuss the impact of US elections on financial markets and how to navigate the resulting volatility. With elections just weeks away, the conversation delves into whether you should adjust your portfolio in anticipation and explores if market performance favors one political party over another. 

Jeremy discusses: 

  • The importance of maintaining a long-term strategic investment plan regardless of election outcomes
  • Historical performance data showing the minimal impact of a political party on market returns
  • The role of the Federal Reserve and its recent actions in maintaining economic stability
  • Key economic indicators to watch and how they influence market predictions
  • And more

Connect with Nicole Romito: 

Connect with Jeremy Bell:

About Our Guest: 

Jeremy is a Principal and Chief Investment Officer for Conway Investment Research, LLC. He joined the firm in 2011 and chairs Conway’s Investment Committee which establishes the firm investment philosophy and process and ultimately oversees the implementation of recommendations made to clients. In addition to leading Conway’s research effort, Jeremy’s primary responsibilities include capital markets research, asset allocation modeling, alternative investment manager due diligence, and management of key client relationships.

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