NDR Dynamic Allocation Strategy August 2023 Update

Dynamic Allocation Strategy, indicators, weightings update

BY BRIAN SANBORN

The Dynamic Allocation Strategy equity allocation remains above benchmark.

Four of the six top-level indicators in the model favor equities over fixed income.

U.S. Large-Caps, non-U.S. Developed, U.S. Value, and U.S. Growth received the highest allocations. Click the link below to read more about the strategy’s positioning.

Full strategy commentary: NDRDAS202308021

Other posts

C8 Technologies Expands into the US with New Tools and Team

BY JON WEBB

C8 Technologies Expands into the US with New Tools and Team November 1, 2022… Read more →

Day Hagan/NDR Smart Sector® with Catastrophic Stop Strategy October 2024 Update

BY BRIAN SANBORN

Day Hagan/Ned Davis Research Smart Sector® with Catastrophic Stop strategy, model and allocations update. Read more →

MI2 Partners – Thoughts From The Divide: Spectacle

BY JON WEBB

Another week into Trump 2.0 and you’d be forgiven for starting to tune out some of the news around the administration. After all, nothing screams kabuki more than touting “yuge” concessions from the Canadian and Mexican governments that were already in the works… Admittedly it’s two birds with one stone (that was going to be thrown anyway) for the US’s neighbors, but it does make it hard to take the threat of tariffs seriously. That being said, while some of the spectacle is certainly theater, like a bullfight it does come with horns as markets and political actors react to the latest news. Read more →

Back to all posts →