In the News
Tim Hayes, Chief Global Investment Strategist at Ned Davis Research, joined CNBC’s Closing Bell Overtime to highlight a key market driver: bond yields.
Chart of the Week
NDR’s latest macro view examines a meaningful shift in the Federal Reserve’s posture, as policymakers signal a more forceful commitment to restoring price stability even as inflation expectations...
Chart of the Week
Recorded June 9, 2026 - in this episode, NDR's Chief Economist Alejandra Grindal discusses China's economy. Alejandra notes that China’s economy is best described as resilient at the headline level...
Chart of the Week
Traditional portfolio construction often centers on the 60/40 framework, but many investors overlook a critical distinction: asset allocation is not the same as risk allocation. While portfolios may...
Wealth Management
In the latest edition of NDR’s Integrated Analyst, the Custom Research Solutions (CRS) team highlights how we maintain, enhance, and evolve NDR’s asset allocation models, including our most recently...
In the News
Joe Kalish, Chief Global Macro Strategist at Ned Davis Research, recently joined Chuck Jaffe on the Money Life podcast to share his outlook on the 2026 economy. Despite a steady stream of global...
Chart of the Week
NDR’s Strategic Asset Allocation (SAA) framework is evolving as client feedback and new research continue to shape how portfolios are built and applied. Recent conversations highlight a growing focus...
Chart of the Week
NDR’s Strategic Asset Allocation framework continues to evolve as market dynamics test traditional assumptions around diversification, risk, and portfolio construction. In this SAA two-part series,...
Chart of the Week
Global debt ratios have fallen back to pre-pandemic levels, reaching 231% of GDP, as private sector deleveraging offsets still elevated public borrowing (chart above). While both public and private...
Chart of the Week
In this Signals in Focus, NDR's Strategic Asset Allocation Strategist, Saumen Chattopadhyay, CFA explains how NDR’s forward-looking SAA framework is shaping portfolio construction.
