Solutions for a Challenging Fixed Income Environment 5-13-21

DoubleLine’s Sam Lau, a Portfolio Manager on the Macro-Asset Allocation Team, walks you through the firm’s investment approach in a challenging period for returns. Mr. Lau goes into detail in how the Fixed Income Asset Allocation Committee generates macro assessments to guide sector teams in their review of securitized products, resulting in a combined top-down-bottom-up approach that is updated over time. He then reviews in depth four strategies produced using the firm’s system: Low Duration Bond, Total Return Tactical, Core Fixed Income and Flexible Income. Mr. Lau lays out the strategies’ different approaches to risk and duration exposure, and their use of non-traditional products relative to the Bloomberg Barclays US Aggregate Bond Index. This webcast was recorded May 13, 2021, the second day of the DoubleLine Virtual Client Conference.

• This material contains the opinions of the manager as of the date it was recorded and such opinions are subject to change without notice.

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