NDR Dynamic Allocation Strategy January 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: NDRDAS202501021

Other posts

MI2 Partners – Thoughts From The Divide: Spectacle

BY JON WEBB

Another week into Trump 2.0 and you’d be forgiven for starting to tune out some of the news around the administration. After all, nothing screams kabuki more than touting “yuge” concessions from the Canadian and Mexican governments that were already in the works… Admittedly it’s two birds with one stone (that was going to be thrown anyway) for the US’s neighbors, but it does make it hard to take the threat of tariffs seriously. That being said, while some of the spectacle is certainly theater, like a bullfight it does come with horns as markets and political actors react to the latest news. Read more →

November 18: The Week Ahead

BY TEMATICA

In this edition of The Week Ahead, Tematica’s Mark Abssy discusses what happens when the “Trump Bump” meets up against a hawkish Fed. Also, how proposed cabinet posts and overall Trump administration expectations are shaping not just government but also markets, including crypto. Read more →

C8 Weekly Bulletin: Central banks meet amid forecast failures

BY ROBERT MINIKIN

Welcome to our first issue of the C8 Weekly Bulletin. With many years of market experience, we at C8 see real benefits from having a concise overview of key economic and policy developments, whatever the specific investment approach. We are happy to share this overview with our clients and partners, and, where appropriate, highlight indices on C8 Studio which resonate with the current market environment. Read more →

Back to all posts →