The Cumberland Advisors Week in Review
The Cumberland Advisors Week in Review is a recap of news, commentary, and opinion from our team. These are not revised assessments, and circumstances may have changed in the market from the time of original publication. We may include older commentaries that our editors have determined may be of interest to our audience. Your feedback is always welcome.
The Friday, January 20, 2023 Week in Review, is an end-of-week update on market conditions, equities & bonds with Matt C. McAleer, Executive Vice President & Director of Equity Strategies, and Shaun Burgess, Portfolio Manager and Fixed Income Analyst.
Matt McAleer and Equities
- Backing & filling in both equity and fixed income markets this week
- International currently strongest relative strength asset class, like in the 2000s
- Remain flexible and avoid recency bias
- Cumberland continues to look for ways to increase our International exposure
Shaun Burgess and Fixed Income
- U.S. Treasuries close almost flat on the week
- 2nd week of bond fund inflows is encouraging
- Seeing a continuation of the 4th quarter 2022 rebound in Munis
- 4% Tax-free bonds still very attractive in today's environment
Watch our most recent video update using this URL: https://buff.ly/3wmOrbT
Additionally, this week’s video "Backing & Filling" or past video updates can be accessed via this YouTube Playlist URL: https://www.youtube.com/playlist?list=PLu1JZIQ1mPrtx_q7i_C9FWN-cb9f594C1
Please send any feedback from today’s email/video to Matt McAleer. He enjoys hearing from you and can be reached at:
Email: [email protected]
Call Matt: (800) 257-7013 ext. 346
Other questions or comments? Email us at [email protected] or give us a call at (800) 257-7013.
Have a great weekend,
-Matt, Shaun, & Cumberland Advisors
Read the rest of the Week in Review originally distributed via email at our MailChimp archive site: https://us8.campaign-archive.com/?u=d6f020f3bd6a1e2c4eb254e6c&id=48be395535
Links to other websites or electronic media controlled or offered by Third-Parties (non-affiliates of Cumberland Advisors) are provided only as a reference and courtesy to our users. Cumberland Advisors has no control over such websites, does not recommend or endorse any opinions, ideas, products, information, or content of such sites, and makes no warranties as to the accuracy, completeness, reliability or suitability of their content. Cumberland Advisors hereby disclaims liability for any information, materials, products or services posted or offered at any of the Third-Party websites. The Third-Party may have a privacy and/or security policy different from that of Cumberland Advisors. Therefore, please refer to the specific privacy and security policies of the Third-Party when accessing their websites.
Cumberland Advisors Market Commentaries offer insights and analysis on upcoming, important economic issues that potentially impact global financial markets. Our team shares their thinking on global economic developments, market news and other factors that often influence investment opportunities and strategies.