Matt McAleer, Executive Vice President & Director of Equity Strategies for Cumberland Advisors, appears on the TD Ameritrade Network, May 13th, to discuss financial markets with Oliver Renick. View the discussion here: https://tdameritradenetwork.com You can watch Matt’s deliver weekly updated market commentary here on Cumberland Advisors’ YouTube Channel.
Updates, budgets, potential future stresses, state ratings, default study, and last but not least, storms Last quarter we focused our 2Q 2018 municipal credit commentary on two SCOTUS (Supreme Court of the United States) rulings. One allows states to collect tax on out-of-state internet sales while the other restricts public unions from requiring that non-union […]
By Jeanine Prezioso Federal Reserve monetary policy and its anticipated effects – in addition to the debate over who caught the largest salmon or smallmouth bass – was one of the many discussions bandied about in the northeast Maine woods earlier this month at Camp Kotok, an annual gathering of economists, pundits and investment professionals […]
At the conclusion of each fiscal year, Commonfund and the National Association of College and University Business Officers (NACUBO) team up and publish a study analyzing the return and asset-allocation metrics across the country’s higher education endowment funds. They refer to this annual analysis as the NACUBO-Commonfund Study of Endowments® (NCSE). For FY2017 (July 1, […]
Wizman, Kotok, Caron on Treasury Yields, Investor Concerns in Bond Market Bloomberg Markets May 17th, 2018, 10:49 AM EDT Thierry Wizman, Macquarie Capital global interest rates and currencies strategist, David Kotok, Cumberland Advisors chairman and chief investment officer, and Jim Caron, Morgan Stanley Investment Management managing director, discuss the U.S treasury yield short and long […]
Active Equity Fund Managers Stuck in the Rough, While Active Bond Managers Tend to Stay on the Fairway Since the launch of the State Street Global Advisors S&P 500 exchange-traded fund (SPY) in 1993, passive, index-replication portfolio construction has been widely adopted and represents the common investing experience of John and Jane Q. Public. Passive […]