Thematic products have become a critical part of the investing landscape by providing investors focused exposure to a sector or a group of companies in order to capitalize on a specific and timely trend. This month’s Thematic Times focuses on the biotechnology sector, where innovation and acquisition potential provide ample room for price movement. However, uncertainty within the sector makes indexed strategies a simpler and more suitable solution than stock picking for many investors.

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NDR Fixed Income Allocation Strategy March 2023 Update

BY BRIAN SANBORN
The NDR Fixed Income Allocation Strategy, Positioning Update Read more →

C8 Weekly Bulletin – Adding Uncorrelated Returns

BY JON WEBB
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A New Approach to Sector Investing

BY SCOTT DOUGLASS
Many advisors that we speak to believe that it is possible to improve client outcomes through tactical management of sector exposure, but developing the right strategy for doing so can be extremely difficult. Please see attached link to a 15-minute webinar where Craig Cmiel, Managing Director of C8 Technologies US, and Chris McHeffey, Head of US product at C8, will introduce a powerful new tool that can potentially enable advisors to deliver better returns, lower risk, or both through tactical management of sector exposures. This scientific approach might be a great addition to your toolkit. Read more →
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