NDR Dynamic Allocation Strategy September 2024 Update

Dynamic Allocation Strategy, indicators, weightings update

BY BRIAN SANBORN

The Dynamic Allocation Strategy equity weighting remains above benchmark.

Two-thirds of the top-level indicators favor equities over fixed income.

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

Full strategy commentary: NDRDAS202409041

Other posts

C8 Currency Compass – Closing the USD Structural Short – September 2025

BY JON WEBB

Indications that corporates and asset managers are overweight USD exposures has been a key theme for Currency Compass since the start of this year, with important implications for USD exposure. As the chart below from the FT shows, a EUR investor would be underwater holding the S&P500 this year, with only small gains for a GBP-based investor. Indeed, on the back of this, a well-known investor survey now has nearly 40% of fund managers looking to increase hedges against a weaker USD versus almost none worrying about a stronger USD. This may be a sign that the USD is now oversold, however, we disagree given the structural USD overweight that built up over a number of years with a belief in US ‘exceptionalism’. Read more →

Will the S&P 500’s Losing Streak Extend to Five Days?

BY TEMATICA

Nvidia's guidance offers something for the bulls and the bears, but here's our take Read more →

Day Hagan/NDR Smart Sector® with Catastrophic Stop Strategy February 2023 Update

BY BRIAN SANBORN

Day Hagan/Ned Davis Research Smart Sector® with Catastrophic Stop strategy, model and allocations update. Read more →

Back to all posts →