NDR: How can I be more nimble with asset allocation?

At Ned Davis Research (NDR), we help investors stay nimble with asset allocation through a 360-degree approach that blends macroeconomic fundamentals with technical and sentiment indicators. Our popular ETF Asset Allocation Model dynamically adjusts exposure across stocks, bonds, and cash based on the weight of the evidence. A key principle we follow is: don’t fight the tape—following the trend helps reduce behavioral biases and keeps investors aligned with major market moves.

We are excited to introduce you to NDR's Signal Exchange, a new series of 3-5 minute videos where the Strategists of Ned Davis Research answer your top questions about the financial markets. Whether it's a timely event or a deep dive into NDR's approach and methodology, our experts are here to provide you with valuable insights. Complete the form to the right to view.

To assess market health, we emphasize:

• Trend strength and market breadth: Broad participation supports sustained rallies.
• High-yield spreads: Narrowing spreads suggest risk-on sentiment; widening spreads indicate caution.
• OECD Leading Indicators: Track global economic turning points.
• Purchasing Managers Index (PMI): Gauges business sentiment across economies.
• Baltic Dry Index (BDI): A proxy for global trade and economic momentum.

Submit the form to the right to view NDR Signal Exchange Episode 7: How can I be more nimble with asset allocation? If you have questions or want deeper analysis, feel free to submit them for our next episode by emailing neddavisresearch@ndr.com.

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Ned Davis Research, Inc. (NDR), or any affiliates or employees, or any third-party data provider, shall not have any liability for any loss sustained by anyone who has relied on the information contained in any NDR publication. The data and analysis contained herein are provided “as is.” NDR disclaim any and all express or implied warranties, including, but not limited to, any warranties of merchantability, suitability or fitness for a particular purpose or use. Past recommendations and model results are not a guarantee of future results. Using any graph, chart, formula or other device to assist in deciding which securities to trade or when to trade them presents many difficulties and their effectiveness has significant limitations, including that prior patterns may not repeat themselves continuously or on any particular occasion. In addition, market participants using such devices can impact the market in a way that changes the effectiveness of such device. This communication reflects our analysts’ opinions as of the date of this communication and will not necessarily be updated as views or information change. All opinions expressed herein are subject to change without notice. NDR, or its affiliated companies, or their respective shareholders, directors, officers and/or employees, may have long or short positions in the securities discussed herein and may purchase or sell such securities without notice.