NDR Dynamic Allocation Strategy February 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, International Developed, and U.S. Growth received the highest allocations. Click the link below to read more about the strategy’s positioning.

Full strategy commentary: NDRDAS202402051

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NDR Dynamic Allocation Strategy June 2024 Update

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Thoughts From The Divide: Little Tweaks and Adjustments

BY JON WEBB

“I actually think we’re going to see inflation be choppy, and I expect that we’ll see employment stay robust.” As we noted back in May, “one swallow does not make spring”. But if we are to follow the advice of Keynes/Samuelson, when information changes, we should adjust our conclusions. Blast! The trick is, of course, balancing the two ideas to adjust conclusions when the evidence suggests such an adjustment is appropriate: you might call it Bayesian inference. The above quote from Bostic illustrates the problem, with the Atlanta Fed head implicitly stating that he will be ignoring any hot inflation prints. Read more →

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