A lot now depends on whether the markets are right about nCoV or not. A meaningful deterioration of the situation could bring a VaR shock for stocks while a quick recovery could challenge the bond markets.
BY ERIC FILL
This week we look at global growth prospects and how meaningful the disconnect between the financial and real economy has become.
Many advisors that we speak to believe that it is possible to improve client outcomes through tactical management of sector exposure, but developing the right strategy for doing so can be extremely difficult.
Please see attached link to a 15-minute webinar where Craig Cmiel, Managing Director of C8 Technologies US, and Chris McHeffey, Head of US product at C8, will introduce a powerful new tool that can potentially enable advisors to deliver better returns, lower risk, or both through tactical management of sector exposures. This scientific approach might be a great addition to your toolkit.
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NDR Dynamic Allocation Strategy February 2025 Update
BY BRIAN SANBORN
Dynamic Allocation Strategy, indicators, weightings update
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Trump’s WEF Address, Earnings Season Continues
BY TEMATICA
January Flash PMI data coming up and how it may impact next week's Fed policy meeting
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