Tag Archives: Taxable Total Return Strategy

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Cumberland Advisors Market Commentary – Taxable Total Return 4th Quarter Review

Author: Daniel Himelberger, Post Date: December 29, 2020
Cumberland Advisors - Dan Himelberger - Portfolio Manager & Fixed Income Analyst

The buildup to and launch of a COVID-19 vaccine during the fourth quarter of 2020 led to record highs being set in the stock market and a steeper Treasury yield curve. The news of the vaccine also benefits spreads on investment-grade corporates and taxable municipals. These spreads continue to grind lower from their highs earlier […]

4Q 2018 Review: Total Return Taxable Fixed Income

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 […]