NDR Fixed Income Allocation Strategy December 2023 Update

The NDR Fixed Income Allocation Strategy, Positioning Update
BY BRIAN SANBORN

Entering December, the fixed income allocation strategy shifted to risk-on leadership. The model is overweight Emerging Market bonds, U.S. High Yield, U.S. Investment Grade Corporate, and U.S. Mortgage-Backed Securities. The model is underweight U.S. Floating Rate Notes, U.S. Long-Term Treasurys, U.S. Treasury Inflation-Protected Securities, and International Investment Grade.

Click the link below to read more about the strategy’s positioning.

Full strategy commentary: NDRFIAS202312041

Other posts

Thoughts From The Divide: Bumps and Jumps

BY JON WEBB
At the risk of sounding like we’re going soft on Jerry and his pirate crew of crack forecasters, one might almost feel bad for the folks at the Eccles building. Despite their manifest belief that current real rates are restrictive, the economic “party goers” seem to be finding it very easy to keep going with the available supplies of punch. The takeaway seems to be that it’s hard to stop a party when fiscal policy keeps adding to the punchbowl. Grannie Yellen seems to love a booze up, followed by a Chinese banquet, and if we were honest, we might admit that’s pretty much been our MO for the last 15 years Read more →

C8 Weekly Bulletin: The ExtractAlpha advantage

BY ROBERT MINIKIN
This week’s Bulletin is guest edited by one of C8's index contributors – ExtractAlpha. Their Smart Earnings Index leverages their proprietary US earnings and revenue forecasts - which both consistently outperform the Wall Street consensus. The Index is a highly liquid strategy favouring large cap stocks and has delivered an annual return roughly 40% higher than that of the S&P500 over the past decade - and with similar volatility. Read more →

A New Approach to Sector Investing

BY SCOTT DOUGLASS
Many advisors that we speak to believe that it is possible to improve client outcomes through tactical management of sector exposure, but developing the right strategy for doing so can be extremely difficult. Please see attached link to a 15-minute webinar where Craig Cmiel, Managing Director of C8 Technologies US, and Chris McHeffey, Head of US product at C8, will introduce a powerful new tool that can potentially enable advisors to deliver better returns, lower risk, or both through tactical management of sector exposures. This scientific approach might be a great addition to your toolkit. Read more →
Back to all posts →