The Dynamic Allocation Strategy’s moved closer to benchmark allocation.

The six top-level indicators in the model are split between fixed income and equities.

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

Full strategy commentary: NDRDAS202211021

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C8 Weekly Bulletin; No, that is not AI

BY ROBERT MINIKIN
This week's issue is guest edited by one of our index providers, Axyon AI. Based in Italy, Axyon AI is a fintech company with a mission to bring AI-powered predictive value to the investment management industry. Using C8 Studio, the performance of Axyon AI's equity indices are then compared with classic market-cap weighted benchmarks. Read more →

NDR Fixed Income Allocation Strategy January 2025 Update

BY BRIAN SANBORN
The NDR Fixed Income Allocation Strategy, Positioning Update Read more →

Thoughts From The Divide: High Times and Happy Endings

BY JON WEBB
“I think it was the right decision, and I think it should send a signal that we, that we’re committed to coming up with a good outcome here” There is no verse in scripture that says “blessed be the dovish, for they shall fatten the sacred bull”. More’s the pity, because it would have been apt. James Macintosh seems to have noticed the same, but framed it slightly differently. Nothing says I love you to asset markets more than Fed rate cuts: the original PCA factor. And to be fair, the admiration appears to be mutual: Powell loves markets and markets love Powell. It’s nice to get positive feedback and it’s not like JP had to drag everyone screaming and kicking. Read more →
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