NDR Dynamic Allocation Strategy August 2024 Update

Dynamic Allocation Strategy, indicators, weightings update

BY BRIAN SANBORN

The Dynamic Allocation Strategy equity weighting remains above benchmark.

Two-thirds of the top-level indicators favor equities over fixed income.

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

Full strategy commentary: NDRDAS202408021

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C8 were delighted to contribute to the inaugural webcast of one of our index providers, Axyon.AI, to discuss the topic 'Investing with Artificial Intelligence and Direct Indexing'. Our CEO, Mattias Eriksson, and our Head of Southern Europe, Riccardo Baroni joined Axyon CEO Danielle Grassi. The discussion gives a great overview of the benefits and growth of Direct Indexing, C8's cutting-edge platform 'C8 Studio', and Axyon's innovative approach to creating indices using AI. Please click on the image below to watch the webcast. Read more →

NDR Dynamic Allocation Strategy July 2023 Update

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NDR Fixed Income Allocation Strategy November 2022 Update

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

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