The Dynamic Allocation Strategy equity weighting remains above benchmark.

Most 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: NDRDAS202407011

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BY JON WEBB
Winston Churchill said the above line in a speech delivered in 1940 to the House of Commons, noting in his survey of the war efforts that “The gratitude of every home in our Island… goes out to the British airmen who, undaunted by odds, unwearied in their constant challenge and mortal danger are turning the tide of the world war”. While we don’t want to focus this week on the “psalm of swords” (though we would note Denmark’s government may have broken the first rule of Fight Club in recommending its citizens stock up on water, food, medicine, and iodine tablets!), the British Bulldog’s words are particularly apt at the moment given so much of the economic landscape is dependent on “the vital few”. Read more →

NDR Dynamic Allocation Strategy April 2023 Update

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Stocks Do Want To Go Up, But…

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Our only hope is that investors are able to reset the table without flipping it over. Read more →
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