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: NDRDAS202406031

Other posts

C8 Weekly Bulletin: Can US Earnings Rebound as Forecast

BY SCOTT DOUGLASS
We follow-up from last week’s piece by IVI Capital on US debt dynamics, with an… Read more →

MI2 Partners Thoughts From The Divide: Scapegoats and Fall Guys

BY JON WEBB
The term “scapegoat” comes from a ritual described in Leviticus, where a goat was symbolically burdened with the sins of the people and sent into the wilderness, supposedly taking with it the community’s collective guilt. It’s handy that people have an antipathy toward goats: “scapekittens” or “scapepuppies” just wouldn’t work as well. Over time, the term evolved to describe individuals or groups unfairly blamed for problems they didn’t cause. A “fall guy”, by contrast, is someone who takes the blame knowingly or is set up to absorb consequences for others, usually as part of a calculated strategy. In both cases, the objective is to deflect responsibility, but the fall guy is more instrumental in the narrative. Read more →

NDR Fixed Income Allocation Strategy May 2024 Update

BY BRIAN SANBORN
The NDR Fixed Income Allocation Strategy, Positioning Update Read more →
Back to all posts →