Topic:
Economic Update and Fixed Income Outlook with Andrew Hsu from DoubleLine
Presentation Summary:
Andrew Hsu, Portfolio Manager at DoubleLine, will share his outlook for the U.S. economy and fixed income markets, highlighting key macroeconomic trends shaping the investment landscape. He will discuss the trajectory of growth, inflation, and interest rates, as well as the implications for Federal Reserve policy and broader credit conditions.
Hsu will also explore how these dynamics are influencing opportunities across various fixed income sectors, with a focus on positioning portfolios in a higher-for-longer rate environment. The discussion will conclude with perspectives on risk management, market volatility, and audience Q&A.
Speaker Details:
Andrew Hsu, CFA
Portfolio Manager, Structured Products
DoubleLine
Mr. Hsu joined DoubleLine at its inception in 2009. He oversees the Asset-Backed Securities team and serves as a Portfolio Manager for the DoubleLine Total Return and ABS/Infrastructure Income strategies. Mr. Hsu is a permanent member of the Fixed Income Asset Allocation and Structured Products committees. Prior to that, he was responsible for analysis and trading of structured products, where his focus included residential MBS and ABS transactions. Mr. Hsu’s responsibilities have also included structuring and negotiating terms on new-issue transactions and forming strategic partnerships with issuing entities in order to participate in key transactions. Prior to DoubleLine, he worked at TCW from 2002, where he focused on credit analysis for structured product securities and co-managed two structured product funds centered on debt and equity investments. During that time, Mr. Hsu was actively involved with portfolio management decisions and investment analysis, including reverse engineering complex CDO/CLO structures. He holds a B.S. in Finance from the University of Southern California and is a CFA® charterholder.
This presentation will give 1.0 of PL credit.
Garage and valet parking available.
To avoid the meal fee, reach out to karina@amc-texas if you need to cancel your registration.
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