DoubleLine Foresees a Year of FX Volatility on Rolling Trump Tariffs

DoubleLine Capital Global Bond Portfolio Manager Bill Campbell has released a research paper analyzing trade policy under President Trump and its implications for currency markets in 2025.

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DoubleLine Capital Global Bond Portfolio Manager Bill Campbell has released a research paper analyzing trade policy under President Trump and its implications for currency markets in 2025. The analysis, titled 'Assessing Trump Trade Policy: A Year of Rolling Tariffs, Macro Unknowns and FX Volatility,' anticipates significant foreign exchange volatility due to the gradual implementation of tariffs throughout the year.

Campbell, who leads DoubleLine's Global Sovereign Debt team and manages the Global Bond Strategy, brings extensive experience from previous roles at Peridiem Global Investors, Nuveen Investment Management, and John Hancock Financial. His expertise covers developed markets, Central and Eastern Europe, the Middle East and Africa (CEEMEA), and China.

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TAMPA, Fla., Feb. 27, 2025 /PRNewswire/ -- DoubleLine Capital Global Bond Portfolio Manager Bill Campell shares his thinking on trade policy under President Trump, including investment risks and opportunities as a protracted and episodic rollout of tariffs likely whipsaws currency exchange rates against the dollar through much of this year.

Mr. Campbell's research paper, "Assessing Trump Trade Policy: A Year of Rolling Tariffs, Macro Unknowns and FX Volatility," can be reached here: https://doubleline.com/wp-content/uploads/Assessing-Trump-Trade-Policy_Campbell_2-2025.pdf 

Mr. Campbell joined DoubleLine in 2013. He heads the firm's Global Sovereign Debt team and is a Portfolio Manager for the DoubleLine Global Bond Strategy and is a permanent member of the Fixed Income Asset Allocation Committee. He covers developed markets, Central and Eastern Europe, the Middle East and Africa (CEEMEA) and China. Prior to DoubleLine, Mr. Campbell worked for Peridiem Global Investors as a Global Fixed Income Research Analyst and Portfolio Manager. Prior to that, he was with Nuveen Investment Management Co., first as a Quantitative Analyst in the Risk Management and Portfolio Construction Group, then as a Vice President in the Taxable Fixed Income Group. Mr. Campbell also worked at John Hancock Financial as an Investment Analyst. He holds a B.S. in Business Economics and International Business, as well as a B.A. in English, from Pennsylvania State University. Mr. Campbell holds an M.A. in Mathematics, with a focus on Mathematical Finance, from Boston University.

About DoubleLine

DoubleLine Capital LP is an investment adviser registered under the Investment Advisers Act of 1940. DoubleLine's offices can be reached by telephone at (813) 791-7333 or by email at info@doubleline.com. Media can reach DoubleLine by email at media@doubleline.com.

DoubleLine® is a registered trademark of DoubleLine Capital LP.

 

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What is DoubleLine Capital's forecast for FX markets in 2025 due to Trump's tariffs?

DoubleLine anticipates significant currency exchange rate volatility against the dollar throughout 2025 due to the protracted and episodic rollout of Trump's tariffs.

How might Trump's rolling tariffs affect DSL's Global Bond Strategy in 2025?

The rolling tariffs are expected to create currency volatility, potentially impacting DSL's Global Bond Strategy through fluctuating exchange rates and international market dynamics.

What regions does Bill Campbell cover in DSL's Global Bond Portfolio?

Campbell covers developed markets, Central and Eastern Europe, the Middle East and Africa (CEEMEA), and China for DSL's Global Bond Portfolio.

What investment risks does DSL identify in their 2025 trade policy analysis?

DSL identifies risks from currency exchange rate volatility and market uncertainty due to the gradual implementation of Trump's tariff policies throughout 2025.