- Quarterly Fund Commentary DoubleLine assesses an Iran-war-driven inflation backdrop, higher Treasury yields and a more hawkish Federal Reserve under Chairman Kevin Warsh. Across its funds, the firm favored securitized credit, selected emerging-market country overweights and mortgage-backed securities, while Treasuries and certain underweights detracted. 2Q2026 —
One letter so far. We collect each new one as DoubleLine publishes it.
