The fixed income allocation strategy didn’t rebalance this past month. Entering December, Emerging Market bonds, U.S. Floating Rate Notes, U.S. High Yield, and International Investment Grade are above benchmark weight. U.S. Investment Grade Corporate, U.S. Long-Term Treasurys, U.S. Mortgage-Backed Securities, and U.S. Treasury Inflation-Protected Securities are below benchmark weight.

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

Full strategy commentary: NDRFIAS202412041

Other posts

Stocks Do Want To Go Up, But…

BY TEMATICA
Our only hope is that investors are able to reset the table without flipping it over. Read more →

Oh My! Trump Tariffs, State of the Union, ISM Services Data

BY TEMATICA
What will Fed Chair Powell say on Friday? Read more →

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 →
Back to all posts →