My interview with the cofounder and Chief Investment Officer with Cumberland Advisors includes a cautious equity outlook made more so by the potential flu pandemic, an asset allocation mix that favors high quality bonds over equities, uncertainty re earnings outlook for 2009, and a few thoughts on financial innovation.
The length of the interview is 14 minutes 20 seconds.
Beyond the Sound Bite is a podcast interview service of Blue Marble Research, publisher of the "Sectors and Styles Strategy Report", a weekly investment strategy perspective which includes the outperforming Model Growth Portfolio.
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Posted
04-29-2009 10:46 AM
by
Vinny Catalano, CFA