NDR Fixed Income Allocation Strategy December 2024 Update

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

MI2 Partners Thoughts From The Divide: Warm and Fuzzy

BY JON WEBB

Given that it’s Valentine’s Day, some of you may be feeling warm and fuzzy courtesy of a significant other. Of course, others might be married. But for those of you who are following the latest economic data, the warm fuzzy feeling may apply doubly. Consumer spending data could definitely give the impression all is right with the world if BofA’s Moynihan’s data applies across the board, “The bank’s retail customers are spending about 6% more money in the first 40 days of this year compared with the same period in 2024”. (Let’s go ahead and blame the weather/fires for the latest retail sales reading.) Read more →

NDR Dynamic Allocation Strategy October 2024 Update

BY BRIAN SANBORN

Dynamic Allocation Strategy, indicators, weightings update Read more →

NDR Dynamic Allocation Strategy March 2025 Update