Searching for More Income? Find Opportunities in Today’s Market

With many traditional income investments offering yields below historical averages, income-seeking investors are often pressed to find ways to enhance portfolio yield and return. With a rotation from growth to value under way, income investors can capitalize on the value trade while also enjoying enhanced income from strategies offering a…
BY SARAH GRIECO

With many traditional income investments offering yields below historical averages, income-seeking investors are often pressed to find ways to enhance portfolio yield and return. With a rotation from growth to value under way, income investors can capitalize on the value trade while also enjoying enhanced income from strategies offering a value orientation.

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C8 Currency Compass – September 2024

BY JON WEBB
We are firmly in the 50bp rate cut camp – if  the Fed is worried about employment, they need to get ahead of the curve.  This is likely to put further pressure on the USD in the near term.  USDJPY has hit its downside target (see below) so the benefit is more likely to accrue to the EUR and GBP.  We also see the BoJ on hold this week, which adds weight to this view.  However, we note our systematic models still point to EURUSD and GBPUSD weakness over time, so any bounce may prove a good opportunity to add EUR and GBP hedges.  Read more →

Thoughts From The Divide: Little Tweaks and Adjustments

BY JON WEBB
“I actually think we’re going to see inflation be choppy, and I expect that we’ll see employment stay robust.” As we noted back in May, “one swallow does not make spring”. But if we are to follow the advice of Keynes/Samuelson, when information changes, we should adjust our conclusions. Blast! The trick is, of course, balancing the two ideas to adjust conclusions when the evidence suggests such an adjustment is appropriate: you might call it Bayesian inference. The above quote from Bostic illustrates the problem, with the Atlanta Fed head implicitly stating that he will be ignoring any hot inflation prints. Read more →

NDR Dynamic Allocation Strategy August 2023 Update

BY BRIAN SANBORN
Dynamic Allocation Strategy, indicators, weightings update Read more →
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