NDR Dynamic Allocation Strategy September 2022 Update

Dynamic Allocation Strategy, indicators, weightings update
BY BRIAN SANBORN

The Dynamic Allocation Strategy’s equity allocation remains near benchmark weighting.

Three of the six top-level indicators in the model favor equities over fixed income and cash.

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

Full strategy commentary: NDRDAS202209021

Other posts

C8 Weekly Bulletin: Central banks meet amid forecast failures

BY ROBERT MINIKIN
Welcome to our first issue of the C8 Weekly Bulletin. With many years of market experience, we at C8 see real benefits from having a concise overview of key economic and policy developments, whatever the specific investment approach. We are happy to share this overview with our clients and partners, and, where appropriate, highlight indices on C8 Studio which resonate with the current market environment. Read more →

C8 Weekly Bulletin – “Hope” is not an investment strategy

BY ROBERT MINIKIN
Given so much investor focus on macro-drivers, we are pleased that IVI Capital, the global macro hedge fund, have provided us with a new update on their market outlook. The IVI Capital Global Macro Index is a daily, futures-only strategy and C8 Studio shows the index up 24.0% so far this year.  Read more →

NDR Fixed Income Allocation Strategy June 2023 Update

BY BRIAN SANBORN
The NDR Fixed Income Allocation Strategy, Positioning Update Read more →
Back to all posts →