NDR Fixed Income Allocation Strategy March 2023 Update

The NDR Fixed Income Allocation Strategy, Positioning Update

BY BRIAN SANBORN

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

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

Full strategy commentary: NDRFIAS202303021

Other posts

Thoughts From The Divide: Collateral Damage – May 31 2024 – MI2 Partners

BY JON WEBB

If this week’s title sends a small shiver down your spine, you may be in the Real Estate/lending business. Sadly, there doesn’t appear to be any quick or easy cures, which is perhaps unsurprising as the hits keep coming. Bank OZK is the latest example, getting slammed after a Citi analyst noted “substantial concerns” over the company’s “largest individual loan… and Life Science construction lending in general”. Some might think the residential side is also showing some cracks, with pending home sales slumping to the “lowest level since the start of the pandemic”, and with an increasing number of listings opting to cut prices. The latter metric might itself be muted by the number of listings getting pulled… Cheery stuff! Read more →

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 →

NDR Dynamic Allocation Strategy November 2023 Update

BY BRIAN SANBORN

Dynamic Allocation Strategy, indicators, weightings update Read more →

Back to all posts →