Tag Archives: Active Bond Management

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Cumberland Advisors Market Commentary – 60/40 is not dead yet

Author: David R. Kotok, Post Date: October 29, 2020
Market Commentary - Cumberland Advisors - 60-40 is not dead yet

“The 60% stock/40% bond portfolio is largely a relic of the past, with alternatives likely to become a bigger portion of investors’ portfolios over the next decade, asset management chiefs said during a panel discussion at the Milken Global Institute Conference on Wednesday.” (“The 60/40 Portfolio Is Dead. Here’s What Will Replace It,” https://www.barrons.com/articles/the-60-40-portfolio-is-dead-heres-what-will-replace-it-51602757800) We disagree […]

Bond Markets Through the Coronavirus – John Mousseau

Author: , Post Date: April 25, 2020
Money Show Webinar - Bond Markets Through the Coronavirus with John R. Mousseau, CFA

Join John R. Mousseau, president & CEO of Cumberland Advisors, as he walks you through the analysis of treasury, taxable, and municipal markets, federal monetary policy, and administration of fiscal policy. Watch in the embedded player or here:  Bond Markets Through the Coronavirus Learn more about John Mousseau here: https://www.cumber.com/team/john-r-mousseau/ Links to other websites or […]

More Evidence Supporting a 60/40 Portfolio

Author: Gabriel Hament, Post Date: December 24, 2018
More Evidence Supporting a 60/40 Portfolio

Earlier this summer we wrote about the FY 2017 returns (July 1, 2016 – June 31, 2017) reported in the NACUBO-Commonfund Study of Endowments® (NCSE).[1] The research comprises over 800 college and universities that self-reported their performance results and general asset allocation schema. One of the main “takeaways” from the study is that those endowments […]

College and University Endowment Funds, Vanguard and the 60/40 Model

Author: Gabriel Hament, Post Date: June 26, 2018
Gabriel Hament, Foundations and Charitable Accounts, Cumberland Advisors

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).[1] For FY2017 (July 1, […]

SPIVA and Active Bond Management

Author: Gabriel Hament, Post Date: March 27, 2018
Gabriel Hament, Foundations and Charitable Accounts, Cumberland Advisors

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 […]