Section
Ultra-Short Bonds
4 posts
When Cannons Fire, What Does Your Portfolio Do?
Man Group's Henry Neville Builds the Case for a Permanent War Hedge — and Finds Some Uncomfortable Anomalies Along the Way
TACO Is Off the Menu: DoubleLine's Sherman on Rethinking the Reflexive Buy
Recording on the first day of spring1, with the Iran conflict entering its fourth week, Jeffrey Sherman is…
DoubleLine's Jeffrey Sherman: This Isn't a TACO Trade
As Iran targets oil infrastructure with missiles, Wall Street is still buying the dip — but DoubleLine's Jeffrey Sherman says this time, the trade that's worked every time may finally be broken.
Bridging the Gap Between Safety and Return
For many investors, 2025 has felt like a test of patience and conviction. Cash feels safe—but safety has a cost. In a world where “higher for longer” interest rate expectations meet volatile bond markets and stretched equity valuations,...