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Jackson Investment Insights Series - Ep. 4: Let's Talk About the Economy and Markets
Current inflation, market volatility, and rising interest rates continue to fuel uncertainty for many investors. As we approach the end of this turbulent year and look toward 2023, many are wondering, “What comes next?”

Join us for a timely conversation with veteran portfolio manager and DoubleLine Deputy Chief Investment Officer, Jeffrey J. Sherman. We’ll share perspectives and insights on the state of the economy and markets to help you prepare client portfolios for what may be ahead.

Key topics include:

• What to expect from inflation and interest rates
• The outlook for stocks and bonds
• Effects of monetary tightening on the economy
• Potential opportunities and risks in the current market environment



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 Financial, Inc., Jackson National Life Insurance Company® (Home Office: Lansing, Michigan) and Jackson National Life Insurance Company of New York® (Home Office: Purchase, New York).

CMX26535 10/22

Oct 27, 2022 03:15 PM in Central Time (US and Canada)

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Speakers

Bill Harding, CFA (Moderator)
Senior Vice President and Chief Investment Officer @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.
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.