The Big Picture

MAY 17, 2024

Prior to joining the firm in 2001, Subramanian was an analyst at Scudder Kemper Investments in New York and San Francisco. He helps to oversee DoubleLine’s investment management committee implementing policies & processes, He is a member of DoubleLine’s executive management and fixed income asset allocation committee.

Banking 173

Banking Asset Allocation Portfolio Management Engineering 173

The Big Picture

MAY 9, 2023

And then I was the beneficiary of the TMT bubble bursting in 2001. So what we find, and then of course we have a multi-asset solutions business where we talk to clients about the entirety of their portfolio, their strategic asset allocation models. So we start with a strategic asset allocation.

Assets 299

Assets Clients Investing Investments 299

The Big Picture

MAY 21, 2024

So it’s been, you know, back in, in 2001, strategists were telling you to put about 70% of your money in stocks. But what we’ve all realized over the last, you know, 20 years since Reg FD in 2001 is that management games, their numbers, and then they beat these made up numbers systematically.

Numbers 147

Numbers Management Banking Marketing 147

The Big Picture

JUNE 3, 2024

So that was in, that was in 2001 early then. And so I’ve noticed that me coming in 2001, think about it, not really a great equity market Barry Ritholtz : Dot.com implosion. And so I worked a lot on the asset allocation side. Again, as I said, we’ve worked in asset allocation. Signs him, right?]

Math 147

Math Marketing Marketing Engineering 147