Jeffrey Gundlach Doubleline Global Bond Fund slides titled, “Introduction to the Global Bond Fund”
Jeffrey Gundlach – Global Bond Markets
Federal Reserve Fed Funds Rate Projections (December 2015)
U.S Dollar Index Spot
U.S dollar Index peaked in March 2015
World GDP Growth Forecasts
As of December 31, 2015 Projected 2016
U.S. Dollar During Fed Hiking Cycles
Developed Market Bonds vs. Emerging Market Bonds
CitiWorld Government Bond Index vs. J.P. Morgan GBI-EM Performance
Investment Rationale for Global Bonds
- Broad and deep markets
- Diversified sources of potential return
- Potential to capture a higher yield relative to U.S. bond market
- Diversification across different regions, countries and asset classes
- Participation in non-U.S. country specific developments
See full slides below.
