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

Thoughts From The Divide: Strength in Numbers

BY JON WEBB
The rest of the world isn’t quite experiencing the same economic momentum as the US (the latest S&P Flash PMI noted that “input costs rose at the fastest pace in six months, while firms increased their selling prices to the largest extent since April last year”), making cuts a more palatable choice, but we feel for the Fed, who wants to be the odd man out? Read more →

NDR Dynamic Allocation Strategy October 2023 Update

BY BRIAN SANBORN
Dynamic Allocation Strategy, indicators, weightings update Read more →

NDR Dynamic Allocation Strategy March 2025 Update

BY BRIAN SANBORN
Dynamic Allocation Strategy, indicators, weightings update Read more →
Back to all posts →