Tag: Yield Curve
What Top Economist Dr. Campbell Harvey Sees Coming Next (Ep. 104)

What Top Economist Dr. Campbell Harvey Sees Coming Next (Ep. 104)

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As we kick off 2026, the economic headlines are loud, but the real story is in the data and the incentives behind it.

In this episode, Jeremy Houser sits down with Dr. Campbell Harvey, Duke professor and Research Affiliates Director of Research, known for early work on the inverted yield curve, to break down what matters most for growth, markets, and resilience in 2026.

Campbell discusses:

  • Why the U.S. fiscal picture raises the stakes for stronger real GDP growth
  • Why tariffs function like a tax, plus when they may act more like “risk management” than growth policy
  • Why “AI is just 1999 again” can be a misleading comparison, and what’s different this time
  • What a steepening yield curve may be signaling about long rates, inflation expectations, and growth ahead
  • Why rebalancing is an active decision, and how mechanical timing can create hidden performance drag
  • How products that limit downside exposure can fit into a broader, diversified approach
  • His thoughts on Fixed Indexed Annuities
  • And more

Resources:

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About Our Guest:

Campbell R. Harvey is a Professor of Finance at Duke University and Research Associate at the National Bureau of Economic Research in Cambridge, Massachusetts. He served as Editor of The Journal of Finance from 2006 to 2012 and as the 2016 President of the American Finance Association. He holds a Ph.D. in Finance from the University of Chicago.

Professor Harvey has served as Partner and Director of Research for Research Affiliates, LLP, and Investment Strategy Advisor to Man Group, PLC, contributing to both research and product design.

Professor Harvey received the 2015, 2016, 2022, and 2023 Bernstein Fabozzi/Jacobs Levy Award for the Best Article from the Journal of Portfolio Management for his research. He has also received ten Graham and Dodd Awards/Scrolls for excellence in financial writing from the CFA Institute. He has published over 125 scholarly articles on topics spanning investment finance, emerging markets, corporate finance, behavioral finance, financial econometrics, and computer science.

For the past nine years, Professor Harvey taught Innovation and Cryptoventures – a course that focuses on the mechanics and applications of blockchain technology and web3. He offers a certificate in Decentralized Finance on Coursera. He also teaches the advanced elective Global Asset Allocation and Stock Selection which focuses on systematic investment strategies.

Disclosure: 5078176 – 0126

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Dimensional on Fixed Income, Volatility, and Long-Term Investing with Rob Harvey, CFA (Ep. 50)

Dimensional on Fixed Income, Volatility, and Long-Term Investing with Rob Harvey, CFA (Ep. 50)

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The Advisor Mentorship Podcast has reached a new milestone! 50 Episodes!

Milestone episodes deserve milestone guests, which is why this week, Jeremy Houser welcomes Rob Harvey, CFA, Co-Head of Product Specialists and Vice President at Dimensional Fund Advisors.

In this special episode, Jeremy and Rob sit together to chat about the work being done at Dimensional for their clients, as well as the importance of long-term thinking and consistency in investment strategies. Additionally, Rob explains Dimensional’s positioning in the fixed income space, the potential for higher yields in markets outside the US, and the importance of data driven decision making. 

Rob discusses: 

  • His background and role at Dimensional
  • The significance of advisors and asset managers aligning their long-term investment strategies
  • The importance of positioning in the fixed income space based on yield curve movements and the need for active management
  • Global fixed income opportunities
  • How Dimensional’s approach to index construction relies on the insights of leading academics
  • The importance of having a complete understanding of volatility and how it can help capture more returns in asset classes
  • The movie “Tune Out the Noise” and its focus on the foundation and origins of Dimensional
  • And more!

 

Connect With Rob Harvey:

Book Time with Jeremy Houser: 

Connect with Jeremy Houser:

 

About Our Guest:

Rob Harvey, Co-Head of Product Specialists and Vice President, serves as a subject matter expert for Dimensional’s equity portfolios and performance. He joined Dimensional in 2016 as an Associate Portfolio Manager and has managed international, emerging markets, and domestic equity portfolios. Rob also worked in the firm’s London office, managing international and global equity strategies within the Portfolio Management team.

Prior to joining Dimensional, Rob worked in the treasury department of Cisco Systems, trading foreign exchange, managing fixed income portfolios, and conducting the company’s share repurchase program.

Rob earned his MBA from the Haas School of Business at the University of California, Berkeley. He received a bachelor of science in finance and international business and a bachelor of arts in German from Villanova University and is a CFA® Charterholder.

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