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Fixed Income Asset Allocation Strategist and Portfolio Manager
Mr. Lau joined DoubleLine in 2009. He is a Strategist on the Fixed Income Asset Allocation (FIAA) Committee and a contributing member on the Global Asset Allocation and Macro committees where he provides macro economic and sector commentary. Mr. Lau is a Portfolio Manager on DoubleLine’s strategic commodity strategy while working in portfolio management and trading for derivatives-based and multi-asset strategies. His research has contributed to the development of DoubleLine’s smart-beta strategies including the Shiller Enhanced CAPE® and Shiller Enhanced International CAPE® along with DoubleLine’s strategic commodity strategy. Mr. Lau continues to represent DoubleLine as a featured panelist and guest speaker at industry and client events, as well as co-host the Sherman Show. Prior to DoubleLine, he was a Vice President at TCW where he worked under Jeffrey Gundlach as a Research Analyst in the Mortgage Group. Mr. Lau holds a BS from the University of Wisconsin, Madison and an MBA from the Marshall School of Business at the University of Southern California.
The strength of the U.S. economy provides some optimism, PM says.
Fixed income investors may need to look to non-traditional sectors.
U.S. home prices are one of the few economic measures that didn't plunge during the pandemic.
Fixed income investors may need to look beyond sovereigns and investment-grade corporates.
Investors must manage interest rate risk this year and beyond.
Inflationary pressure may not be transitory, portfolio manager says.