The Dynamic Allocation Strategy equity weighting remains above benchmark allocation.

Two-thirds of the six top-level indicators in the model favor equities over fixed income.

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

Full strategy commentary: NDRDAS202303011

Other posts

C8 Weekly Bulletin:  Direct Indexing and Capturing EM Trends with EVOLIDS

BY JON WEBB
One of our index providers, EVOLIDS, has produced a great piece on the advantages of Direct Indexing. Over the past year there has been increasing focus on opportunities in Emerging Market equities on the back of higher commodity prices, and inflation in developed markets.  Access the EVOLIDS Global Emerging Markets Long/Short Index on C8 Studio to take advantage of this renewed volatility. Read more →

NDR Dynamic Allocation Strategy January 2024 Update

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

C8 Bulletin: MI2 Joins C8 Studio

BY JON WEBB
The C8 Bulletin is back after a summer break, and we are delighted to announce that Macro Intelligence 2 Partners have added their Macro Alpha index to C8 Studio.  The Macro Alpha strategy is deeply rooted in MI2's macroeconomic insights. These directional strategies encompass a broad range of asset classes. The strategy aims to optimize risk-adjusted returns by dynamically-adjusting portfolios based on changing macroeconomic conditions. Taking three of our Global Macro contributers (including MI2), combining using our proprietary Tactical Asset Allocation, would have produced a 24% annual gain with 11% volatility and, notably, a 40% negative correlation to the S&P over the past two years. Read more →
Back to all posts →