The Dynamic Allocation Strategy remains above benchmark allocation.

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

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

Full strategy commentary: NDRDAS202301041

Other posts

MI2 Partners – Thoughts From The Divide: Spectacle

BY JON WEBB
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Thoughts From The Divide: Disappointment

BY JON WEBB
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C8 Currency Compass – USD Correction – January 2025

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Our FX models for USD against EUR, GBP, AUD, NZD and  NOK, which were largely USD positive last year, reversed in January.  In particular, our reversion models are suggesting some strength in these currencies against USD in the near term.  Nevertheless, the continued outperformance of the US economy, alongside sluggish growth in Europe, suggests that any USD reversal will not be sustained. Read more →
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