Jeffrey Gundlach’s ‘Bond King’ crown comes into question
Plus: Indexers take over the world, building trust with clients, and some summer reading ideas for advisers
- The new “Bond King,” DoubleLine’s Jeffrey Gundlach, might have the assets, but his performance has been lagging. The flagship fund, DBLTX, is 2.1 percentage points behind the benchmark and is among the bottom tier of comparable funds this year.
- Indexers are quietly becoming the world’s most powerful investors. Channeling the collective feedback of investors.
- Practice management: Avoiding the hard sell with clients and prospects is usually the best approach.The starting point is developing a trusted relationship.
- A summer reading list for financial services wonks.Oldies but goodies, and some new stuff, too.
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