NDR Dynamic Allocation Strategy September 2023 Update

Dynamic Allocation Strategy, indicators, weightings update

BY BRIAN SANBORN

The Dynamic Allocation Strategy equity weighting remains above benchmark.

The top-level indicators are split between equities and fixed income.

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

Full strategy commentary: NDRDAS202309041

Other posts

Thoughts From The Divide: Julian Brigden’s Latest Interview

BY JON WEBB

In lieu of this week’s Thoughts From The Divide, we wanted to share Julian's latest interview with Ted Oakley, Managing Partner at Oxbow Advisors. In this engaging discussion, Julian addresses economic, stock market, and extreme political instability. In this engaging discussion, Julian addresses economic, stock market, and extreme political instability. Read more →

Ahead of November CPI, TSM’s Revenue and Oracle’s AI Surge

BY TEMATICA

CHIPs Act dollars awarded to Micron, Toll's brighter outlook for the housing market Read more →

C8 Hedge – Currency Compass – Election Special – November 2024

BY JON WEBB

The strong USD bias worked well for our FX models last month, with our dynamic hedge adding over 1% outperformance for EURUSD and GBPUSD, and over 3% for USDJPY. We note, however, that our models have now moved to neutral for the USD against the EUR and GBP, though still look for higher USDJPY. Reducing FX risk may well be sensible given the closeness of the US Presidential election, and doubts about the accuracy of polls. Though, as we note overleaf, late momentum now marginally favours Harris. Read more →

Back to all posts →