Tag Archives: Infrastructure

image_pdfimage_print

Cumberland Advisors Market Commentary – Q1 2019 Credit Commentary

Author: Patricia Healy, CFA, Post Date: May 3, 2019
Cumberland Advisors Market Commentary - Municipal Credit

A positive tone continues for the credit quality of municipal bonds, and municipal performance has been strong as a result of low supply, high demand, and lower rates. (See John Mousseau’s “http://www.cumber.com/1q2019-review-tax-free-municipal-bond-a-shining-first-quarter-for-munis/.”) After some states reported revenues tracking well below projections in January, fears of a substantial drop-off in state tax collections are being allayed, […]

Climate change, a rising tide affecting the muni market

Author: , Post Date: January 9, 2019
Cumberland Advisors John Mousseau

Excerpt from… Climate change, a rising tide affecting the muni market By Sarah Wynn Published January 08 2019, 12:45pm EST WASHINGTON — Portfolio managers are feeling the heat when it comes to investing in bonds that could potentially be affected by climate change. Climate change has long been a point of political and social contention, […]

Investors speculate on return of crisis-era Build America infrastructure bonds under split Congress

Author: , Post Date: November 9, 2018
Cumberland Advisors John Mousseau

Investors speculate on return of crisis-era Build America infrastructure bonds under split Congress This infrastructure-bond structure, backed by federal subsidies, could face uphill battle in Congress. With Democrats sweeping into the House in the midterm elections, analysts are touting the potential comeback of crisis-era municipal bonds as part of a broader infrastructure bill. Talk of […]

Trump Infrastructure – First Take

Author: Patricia Healy, CFA, Post Date: February 12, 2018
Cumberland Advisors Market Commentary by Patricia Healy, CFA

The President’s infrastructure vision is now in the hands of Congress, which is tasked with devising a plan that promotes investment in our nation’s well-being. The vision includes over $1 trillion in investment over the next ten years. Infrastructure investment is sorely needed, as is demonstrated by the Association of Civil Engineers’ report card on […]