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C8 Weekly Bulletin:  Backing Value over Defensive – NDR’s Smart Sector

BY JON WEBB
January’s 6.2% advance in the US S&P500 index was far from uniform with sector performances stretching from a 15% gain in consumer discretionary to a 2% retreat in utilities. Given the importance of sectoral positioning  - alongside overall market-directional bets - this week we give the opportunity to our index provider, Ned David Research, to outline the big calls from its 'Dan Hagen/ NDR Smart Sector with Catastrophic Stop' strategy. Read more →

C8 Weekly Bulletin: Don’t Fight the Fed, Don’t Believe Them Either

BY JON WEBB
After last week's Bulletin, featuring an excerpt from Boutique CIO's strategy piece, we had a number of requests to see the whole document. So we are sending it out in this week's Bulletin.  It is a great overview of the current US investment environment.  Read more →

NDR Fixed Income Allocation Strategy July 2023 Update

BY BRIAN SANBORN
The NDR Fixed Income Allocation Strategy, Positioning Update Read more →
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