Entering February, the fixed income allocation strategy is overweight U.S. Investment Grade Corporate, Emerging Market Bonds, U.S. High Yield, and Mortgage-Backed Securities while being underweight Floating Rate Notes, International Investment Grade bonds, Treasury Inflation-Protected Securities, and U.S. Long-Term Treasurys.

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

Full strategy commentary: NDRFIAS202302031

Other posts

C8’s Weekly Bulletin: Seasons Greetings!

BY JON WEBB
It has been another strong year for C8 Technologies, as we continue to expand and spread the direct indexing message worldwide. We could not have done it without you all, our clients, partners and friends.  We are very grateful for all your support in sharing our journey and achievements. Thank you!  May we wish you the season's greetings and best wishes for 2023. For our final issue of the year, we highlight the recent recovery in interest rate and bond markets, and in 'long-only' allocation strategies, both of which were hit hard in the first three quarters of 2022.  Read more →

MI2 Partners Thoughts From The Divide: Turbulent Priests

BY JON WEBB
Last week’s TFTD “Trump twists, Powell sticks”, we noted that “even in the contest between Fed Chair and POTUS, the issue is not certain,” and that “it’s not much fun being a lame duck”. It seems that financial journalists have finally caught up with the story, attributing the recent dollar weakness to Trump’s threat to turn Powell into a lame duck. Read more →

NDR Fixed Income Allocation Strategy October 2023 Update

BY BRIAN SANBORN
The NDR Fixed Income Allocation Strategy, Positioning Update Read more →
Back to all posts →