The equity allocation declined, but it remains above benchmark weighting.

Two-thirds of the indicators, which weigh the relative attractiveness of stocks and bonds, favor stocks.

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

Full strategy commentary: NDRDAS202411041

Other posts

C8’s Weekly Bulletin: Seasons Greetings!

BY JON WEBB
It has been another strong year for C8 Technologies, as we continue to expand and spread the direct indexing message worldwide. We could not have done it without you all, our clients, partners and friends.  We are very grateful for all your support in sharing our journey and achievements. Thank you!  May we wish you the season's greetings and best wishes for 2023. For our final issue of the year, we highlight the recent recovery in interest rate and bond markets, and in 'long-only' allocation strategies, both of which were hit hard in the first three quarters of 2022.  Read more →

MI2 Partners: Thoughts From The Divide: Blame Game – 11th April

BY JON WEBB
While many love rollercoasters, the consensus in the office is that we have aged out, proving that you really can’t please all of the people all of the time. And so it was with “Liberation Day”. For market folk, the glass was clearly half-empty and investors seemed conflicted about their “liberation”: from close April 2nd to close April 8th, the S&P500 fell around 12%. Scott Bessent seemed nonplussed, repeating some stats about the distribution of stock ownership among Americans (hint: 50% of people don’t have any). It turns out the Tree of Liberty doesn’t only need periodic infusions of the blood of patriots and tyrants: it also swallows 401k gains. Read more →

MI2 for C8 – The FX Year Ahead – Turning Japanese – Feb 2024

BY JON WEBB
Japan is likely to come into increasing focus this year. With bond yields now being allowed to rise as the BoJ’s Yield Curve Control experiment comes to an end, the BoJ’s roadmap to ending NIRP (if things go to plan), the multi-decade underperformance of Japanese equities still fresh in asset allocators’ minds (despite some promising upside momentum) and a chronically weak currency, (especially on a real effective, inflation-adjusted trade-weighted basis), there is plenty of potential for disruption. Read more →
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