NDR Dynamic Allocation Strategy May 2024 Update

Dynamic Allocation Strategy, indicators, weightings update

BY BRIAN SANBORN

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: NDRDAS202405021

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NDR Dynamic Allocation Strategy July 2023 Update

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C8 Technologies is pleased to announce that five indices derived from Thor Financial Technologies will now be available through the C8 platform. The strategies will be available to C8 clients to be accessed through direct indexing and will be fully included in C8 studio and thus available to be combined with other strategies and allocations optimized to create complete portfolio solutions for clients. Read more →

C8 Weekly Bulletin: Return to Income

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Whilst the New Year's recovery in stock markets has grabbed much of the headlines, we also note that last year's fixed income sell-off has created opportunities in income products. This week we illustrate this using C8 Studio, with income-generating indices from Vettafi. Read more →

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