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Jackson Investment Insights Series – Episode 3
Fixed Income Investing in a Rising Rate Environment

With interest rates hitting all-time lows in 2020, the prospect of rising inflation amid pandemic shortages, and the economic re-opening in 2021, many believe that rates have nowhere to go but up – which has potentially good and bad ramifications for bond investors.

Join us for a conversation with two highly regarded fixed income experts – DoubleLine's Jeffrey J. Sherman and Steven F. Rocco of Lord Abett – as they share their perspectives on the current state of the market.

Key discussion topics include:

• How serious is the threat of inflation to bond investors?
• Potential responses to inflation from the U.S. Federal Reserve
• How investors may seek to protect portfolios against the total return losses commonly associated with rising interest rates
• Where they see potential opportunities in fixed income in this environment

The Jackson Investment Insights Series features respected portfolio managers and market thought leaders in diverse panel discussions and one‐on‐one interviews. Join us to gain key insights on investment topics and trends so you can leverage the freedom of the Jackson platform to help clients plan for retirement.


Jackson National Asset Management, LLC (JNAM) is an investment adviser registered with the U.S. Securities and Exchange Commission and is the investment adviser to the “Funds,” which are investment companies (subaccounts) that underlie the Jackson variable products. Nothing contained herein is investment advice nor a solicitation for investment advisory services. JNAM is an affiliate of Jackson National Life Distributors LLC and Jackson National Life Insurance Company.

Jackson® is the marketing name for Jackson National Life Insurance Company® (Home Office: Lansing, Michigan) and Jackson National Life Insurance Company of New York® (Home Office: Purchase, New York). Jackson National Life Distributors LLC.

CMX26020 07/21

Jul 8, 2021 03:15 PM in Central Time (US and Canada)

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Speakers

Jeffrey J. Sherman, CFA
Deputy Chief Investment Officer @DoubleLine
As Deputy Chief Investment Officer, Mr. Sherman oversees and administers DoubleLine’s Investment Management sub-committee coordinating and implementing policies and processes across the investment teams. He serves as lead portfolio manager for multi-sector and derivative-based strategies. He is a member of DoubleLine’s Executive Management and Fixed Income Asset Allocation Committees. He can be heard regularly on his podcast “The Sherman Show” (@ShermanShowPod) where he interviews distinguished guests. In 2018, Money Management Executive named Mr. Sherman as one of “10 Fund Managers to Watch” in its yearly special report. Prior to joining in 2009, he was a Senior Vice President at TCW where he worked as a portfolio manager and quantitative analyst focused on fixed income and real-asset portfolios. He holds a BS in Applied Mathematics from the University of the Pacific and an MS in Financial Engineering from the Claremont Graduate University. He is a CFA® charterholder.
Steven F. Rocco, CFA
Partner & Co-Head of Taxable Fixed Income @Lord Abbett
Steven Rocco is Co-Head of Taxable Fixed Income, responsible for oversight of all of Lord Abbett’s Taxable Fixed Income investment activities, including portfolio management, global credit research, and trading. He also serves as the lead Portfolio Manager for the firm’s High Yield and Multi Sector fixed income strategies. He also serves on the Investment Committee, which is responsible for leading Lord Abbett’s investment organization. In addition, he serves on the Global Corporate Citizenship Committee. Mr. Rocco joined Lord Abbett in 2004 and was named Partner in 2011. Prior to his current role, he served as Associate Portfolio Manager for the firm’s investment grade fixed income strategies. He has worked in the financial services industry since 2001. He earned a BA in economics from Cornell University and is a holder of the Chartered Financial Analyst® (CFA) designation.
Bill Harding, CFA (Moderator)
SVP and CIO @Jackson National Asset Management, LLC (JNAM)
Bill joined JNAM as Head of Investment Management in October 2012, and oversees the asset allocation and portfolio construction process, sub-adviser monitoring, and manager research. He was previously Head of Manager Research for Morningstar Inc.’s Investment Management division and has more than 20 years of experience in portfolio management, asset allocation, and manager research while working at JNAM, Morningstar and Leprino Foods Company. Bill graduated from the University of Colorado, Boulder with a Bachelor of Science degree in Business. He holds an MBA from Loyola University Chicago and is a CFA® charterholder.