NDR Dynamic Allocation Strategy August 2022 Update

Dynamic Allocation Strategy, indicators, weightings update

BY BRIAN SANBORN

The Dynamic Allocation Strategy’s equity allocation returned to near benchmark weighting.

Three of the six top-level indicators in the model favor equities over fixed income and cash.

U.S. Small-Caps, U.S. Large-Caps, U.S. Value, and U.S. Investment Grade bonds received the highest allocations. Click the link below to read more about the strategy’s positioning.

Full strategy commentary: NDRDAS202208021

Other posts

C8 Weekly Bulletin: Can US Earnings Rebound as Forecast

BY SCOTT DOUGLASS

We follow-up from last week’s piece by IVI Capital on US debt dynamics, with an… Read more →

C8 Weekly Bulletin: Don’t Fight the Fed, Don’t Believe Them Either

BY JON WEBB

After last week's Bulletin, featuring an excerpt from Boutique CIO's strategy piece, we had a number of requests to see the whole document. So we are sending it out in this week's Bulletin. It is a great overview of the current US investment environment. Read more →

C8 Weekly Bulletin: Europe performs well in ‘long only’ recovery

BY ROBERT MINIKIN

The new calendar year has begun with an explosive extension of the 'long only' asset rally which has been underway since last October’s Fed signal of smaller rate hikes. The positive case for European asset markets specifically been reinforced by a new slide in regional natural prices – to levels last seen ahead of the Ukraine invasion. In this Weekly Bulletin, we take a look at how investors can build European asset market exposure on the C8 platform. Read more →

Back to all posts →