Fed Can't Lose Credibility, Says Doubleline's Campbell

We talk about this idea of what could be a major structural shift in the way that we view developed economies, emerging economies, and, of course, how you invest around that is this E. M. story that a lot of people have talking about.Is that a short term cyclical story or a longer term structural trend. Oh, I think we're in the midst of a sea change in global markets. Uh, for the past 2 to 3 decades, uh, we have seen the safe haven status of developed markets as, uh, a tenant across, uh, fixed income market ...