The Dynamic Allocation Strategy equity allocation significantly increased above benchmark weighting.

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

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

Full strategy commentary: NDRDAS202410021

Other posts

Thoughts From the Divide: Pandora’s Box

BY JON WEBB
While the Whitehouse may have successfully avoided putting its foot in its mouth on inflation this year (We hope everyone stateside had a good Independence day), the topic remains at top of mind for more than just the bean counters, as policymakers and consumers alike grapple with a new version of Whitney Houston’s question, “How will I know if inflation is over?”. The last few weeks haven’t offered very clear guidance. CPI was cooler than expected, but PPI was above expectations. Both the ISM Manufacturing and Services reports saw strong price readings, but there were other signs of a retreat in demand. Read more →

MI2 Partners Thoughts From The Divide: Who Blinked First?

BY JON WEBB
Some might think it academic, but we can’t help being curious about who blinked first. There are at least two games of chicken we have been closely watching. Clearly, everyone is watching the game of chicken between Xi and Trump. However, the casual observer might think there was also one involving Powell and Trump. In the case of Xi, its not entirely clear who blinked first. Read more →

NDR Dynamic Allocation Strategy May 2024 Update

BY BRIAN SANBORN
Dynamic Allocation Strategy, indicators, weightings update Read more →
Back to all posts →