NDR Dynamic Allocation Strategy March 2025 Update

Dynamic Allocation Strategy, indicators, weightings update

BY BRIAN SANBORN

The equity allocation jumped to maximum weighting.

All indicators, which weigh the relative attractiveness of stocks and bonds, favor stocks.

International Developed, U.S. Large Caps, U.S. Growth, and U.S. Value received the highest allocations. Click the link below to read more about the strategy’s positioning.

Full strategy commentary: NDRDAS202503031

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Thoughts From the Divide – Lessons Learned

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If the saying is that we’re always fighting the last war, Chair Powell and his Fed comrades appear to be shellshocked. Not so long ago, when asked about where the FOMC’s collective thinking was, Mr Powell went with the rather cumbersome formulation “not thinking about thinking about” rate hikes. This time around, when asked about the various ins and outs of potential rate cuts, Powell said point blank that “the next question… is when it will become appropriate to begin dialing back the amount of policy restraint that’s in place… that’s really the next question, and that’s what people are thinking about and talking about”. Read more →

NDR Dynamic Allocation Strategy July 2023 Update

BY BRIAN SANBORN

Dynamic Allocation Strategy, indicators, weightings update Read more →

C8 Weekly Bulletin: Backing Value over Defensive – NDR’s Smart Sector

BY JON WEBB

January’s 6.2% advance in the US S&P500 index was far from uniform with sector performances stretching from a 15% gain in consumer discretionary to a 2% retreat in utilities. Given the importance of sectoral positioning - alongside overall market-directional bets - this week we give the opportunity to our index provider, Ned David Research, to outline the big calls from its 'Dan Hagen/ NDR Smart Sector with Catastrophic Stop' strategy. Read more →

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