DoubleLine Capital LP- Mon, 11/03/2025 - 21:16

Ken Shinoda: Bond Positioning in a Cautious Fed Era

DoubleLine Portfolio Manager Ken Shinoda joins Bloomberg TV following the FOMC’s 25-basis-point rate cut to share insights on the Fed’s cautious approach, the outlook for rate cuts and how fiscal risks are shaping the Treasury curve. Shinoda highlights opportunities on the short end of the curve, warns against reaching for yield amid tight credit spreads, and underscores the value of high-quality assets like agency MBS. He also discusses systemic risk concerns, private credit vulnerabilities, and the potential impact of an end to quantitative tightening.

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DoubleLine Capital LP

DoubleLine is a privately owned, employee-controlled asset management business founded by Jeffrey Gundlach and 45 colleagues in 2009 to offer investment management services with a cardinal mandate: deliver attractive risk-adjusted returns to clients. DoubleLine has been managing money for insurers since its inception in 2009. The firm's focus on securitized fixed income and risk management positions it well to manage money for insurers. The firm offers an array of fixed income strategies including dedicated ABS, private ABF, CLOs, infrastructure debt, commercial and residential loans, multi-sector fixed income and EM. We understand that the needs of each insurer can vary, and our insurance team is focused on providing our clients with unparalleled access to the investment team and creating custom solutions to meet their distinctive objectives. DoubleLine wants to be your fixed income partner.

Paul Schroeder, CFA
Relationship Manager- Insurance
paul.schroeder@doubleline.com
Direct: 213-372-3123 | Main: 813-791-7333

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