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Cumberland Advisors Week in Review
January 16 - January 20, 2023
Today's Date: Jan 21, 2023
Email | About
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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.
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Dear Clients & Friends,
Thank you for watching Cumberland Advisors’ Friday, January 20, 2023 Week in Review, 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
View this week’s video "Backing & Filling" using the link above or this URL: https://buff.ly/3wmOrbT
Enjoy past video updates via this Playlist URL: https://www.youtube.com/playlist?list=PLu1JZIQ1mPrtx_q7i_C9FWN-cb9f594C1
Please send any feedback from today’s email/video to Matt McAleer. You can reach him at:
Email: Matthew.McAleer@Cumber.com
Twitter: https://twitter.com/matthewcmcaleer
LinkedIn: https://www.linkedin.com/in/matthew-c-mcaleer/
Call Matt: (800) 257-7013 ext. 346
Other questions or comments? Email us at info@cumber.com or give us a call at (800) 257-7013
Have a great weekend,
-Matt, John, & Cumberland Advisors
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Catch up on recent Market Commentaries
from Cumberland Advisors
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The Soviet Union backed Cuba from the 1960s until the USSR fell apart in 1991. That began a long period of economic isolation for Cuba, manifest now in thousands of Havana buildings that are falling down simply because nobody has the money or ownership interest to repair and maintain them. Nor has China recruited Cuba as an ally, as it has other nations in Africa and Latin America.
“It’s in the interest of the United States to open up because the Cubans clearly get nothing from Russian and nothing from China,” says David Kotok, chairman of investing firm Cumberland Advisors, who led the GIC delegation to Cuba. “If we keep this tourniquet around their neck, we force them into our adversaries’ camp. Opening up step by step would benefit Americans and those in the United States who would like to do business with Cuba.”
Read the full article at the Yahoo Finance site: https://money.yahoo.com/7-surprises-from-a-visit-to-cuba-175126441.html
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