NDR Dynamic Allocation Strategy February 2025 Update

Dynamic Allocation Strategy, indicators, weightings update

BY BRIAN SANBORN

The equity allocation continues to be above benchmark weighting.

Two-thirds of the indicators, which weigh the relative attractiveness of stocks and bonds, favor stocks.

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

Full strategy commentary: NDRDAS202502031

Other posts

Tariffs Continue to Take Their Toll as We Wait for the Fed

BY TEMATICA

Why we see Fed Chair Powell pushing back on rate cut hopium in the market Read more →

December 9: The Week Ahead

BY TEMATICA

All-time highs for everybody! Also, what will CPI and PPI updates tell us about the Fed? Read more →

Thoughts From The Divide: Reversals of Fortune

BY JON WEBB

Last week’s TFTD (“Not Too Hot, Not Too Cold”) referenced Goldilocks to illustrate the tightrope US markets were walking: an economy slow enough to keep bond bulls happy, but not so slow as might spook equity bulls. This week, we continue the bear theme, courtesy of Ernie Tedeschi, and what might be taken as a public service announcement from the BLS, reminding both policymakers and the investing public of the dangers associated with “rear-view mirror driving”. The BLS benchmark revision is usually too wonky to attract press attention. But this is an election year, so naturally the BLS misplacing 818k jobs was an irresistible opportunity for conspiracy theorizing on the platform formerly called “Twitter”. Read more →

Back to all posts →