Jeffrey Gundlach and Barclays CEO C.S. Venkat Discuss Partnership, Markets and the Global Economy

DoubleLine CEO-CIO Jeffrey Gundlach sits down with Barclays CEO C.S. Venkatakrishnan (“Venkat”) for a wide-ranging discussion on global markets, investment strategy and leadership – moderated by DoubleLine Chief International Client Business Officer Ali Zaidi. The conversation explores the enduring partnership of DoubleLine and Barclays, tracing its origins to innovative collaborations such as the Shiller Barclays CAPE® index strategies, and highlights how aligned vision and timing create lasting value for clients. Messrs. Gundlach and Venkat share deep insights into the current macroeconomic landscape and where they see opportunities ahead. They discuss shifting global trends – such as a weakening U.S. dollar, renewed interest in emerging markets, the rise of hard assets like gold and normalization of interest rates after decades of decline. Both leaders emphasize diversification beyond U.S. markets; the growing importance of non-dollar assets; and the roles of innovation and evolution, from AI-driven investment themes to structural shifts in trade and demographics shaping long-term growth. The discussion also delves into leadership and culture within complex financial institutions. Mr. Gundlach reflects on fostering collaboration and accountability within DoubleLine’s investment teams while Mr. Venkat shares lessons from guiding Barclays in a rapidly changing world. Closing on an optimistic note, both leaders express confidence in the resilience of global markets and discuss what keeps them hopeful for 2026, from the evolution of fixed income investing to the enduring spirit of teamwork.