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 also include older commentaries that our editors have determined may be of interest to our audience. Your feedback is always welcome.
MATT MCALEER'S WEEKLY RECAP
In this week's review we have John R. Mousseau, Cumberland's President, Chief Executive Officer & Director of Fixed Income, join us for the first half of the video.
John talks about:
-A framework for the last quarter in fixed income
-A rush down in yields, unprecedented for such a short period of time
-Negative yields are a bad idea
-Negative yields hurt banks
-Longer muni-bonds are somewhat attractive on a relative basis
-Cumberland plays defense on bonds
Matt continues and talks about:
-Cumberland's fixed income analysis and equities analysis go hand in hand
-How has the market affected our strategies?
-For the past five years, growth has dominated value. How about now?
-Keep your portfolio buckets aligned with your objectives
-If you find yourself emotional in relation to headlines, limit it to only a portion of your buckets
-Leo Chen is done with his Quantitative Research Whitepaper. Editors are giving it a final pass. Have you asked for it? See Leo's talk about it here
-Please keep the comments and questions coming.
-Email us at [email protected] or give us a call at (800) 257-7013
Enjoy your weekend and please send us your questions and comments. We thank you for joining us!
Watch below or at this link: https://youtu.be/en4MJQiShzk
Matt enjoys your feedback. You can reach him at:
-Link to Matt's Email: [email protected]
-Link to Matt's Twitter: https://twitter.com/MattMcAleer4
-Link to Matt's LinkedIn: https://www.linkedin.com/in/matthew-mcaleer-9415b16/
