Tag Archives: Daniel Himelberger

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Cumberland Advisors Market Commentary – 2Q2019 Review: Total Return Taxable Fixed Income

Author: Daniel Himelberger, Post Date: June 25, 2019
Cumberland Advisors - Dan Himelberger - Portfolio Manager & Fixed Income Analyst

Treasury yields dropped precipitously throughout the second quarter of 2019, with the biggest decline seen in the short to intermediate maturities. As of 6/20/19 the most sizable decline was in the 2-year Treasury, which dropped 54 bps to 1.724%, while the 30-year Treasury lagged this drop in yield but still declined 28.2 bps to 2.533%. […]

1Q2019 Review: Taxable Fixed Income

Author: , Post Date: March 26, 2019
Cumberland Advisors Market Commentary

Short to intermediate Treasury yields declined throughout the first quarter as of March 19th, as the 30-year Treasury was flat at roughly 3.00%. The Treasury yield curve remains slightly inverted out to 5-years. This has benefited the Agency multi-step securities that we hold in portfolios, as we have witnessed an increase in calls as coupon […]

Total Return Taxable Fixed Income: 4Q 2018 Review

Author: Daniel Himelberger, Post Date: January 2, 2019
Cumberland Advisors - Dan Himelberger - Portfolio Manager & Fixed Income Analyst

After a poor start to the quarter, the Treasury market rebounded nicely over the month of December, providing positive performance across the Treasury curve as the equity market suffered from negative sentiment pertaining to geopolitical risk and concerns over the Fed’s path towards raising short-term interest rates. Political bickering over building “the wall” and threats […]