TSS Episode 141: Aon Investments’ Russ Ivinjack on Manager Selection and Portfolio Construction

06/08/23 • 46 min

Russ Ivinjack, Global Chief Investment Officer of Aon Investments, discusses, among other topics, his management of Aon’s investment manager research teams, the discipline of selecting active managers and investment strategies, and the strategic and tactical dimensions of building portfolios to ... Read More

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TSS Episode 140: StoneX’s Vincent Deluard on Recession Skepticism, Not Balancing the Books and Going Lighter on Duration

DoubleLine Deputy CIO Jeffrey Sherman and Portfolio Manager Samuel Lau welcome StoneX Director of Macro Global Strategy Vincent Deluard to The Sherman Show. Mr. Deluard begins the episode by sharing how his passion for collecting actual paper money and coins ... Read More

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TSS Episode 142: Robert Cohen on Credit Selection and the Coming Default Cycle

Robert Cohen, head of DoubleLine’s Global Developed Credit team, discusses navigating the waters of investment grade and high yield corporate bonds and leveraged loans as these markets enter the late stage of the economic and credit cycles. He speaks June ... Read More