Wealth Management

Rethinking Sentiment: Why Context Matters More Than Ever

Market sentiment indicators are a staple in many investors’ toolkits — but are they telling the full story?

See the Signals

NDR: The three keys to thematic investing

In our latest episode of Signal Exchange, NDR’s Chief Thematic Strategist, Pat Tschosik, CFA, CMT, explores the three keys to thematic investing: understanding long-duration assets, managing...

Wealth Management

NDR: Report Download: Stock Allocations Near Record Highs — What Comes Next?

Investor stock allocations are hovering near record highs — not just among households, but also institutions and foreign buyers. While this may reflect optimism, history suggests it could be a...

Chart of the Week

NDR:  Breakdown for U.S. dollar?

Since its April 21 low, the U.S. Dollar Index has fluctuated and now hovers just above that level, raising questions about a breakdown or successful test. Bearish signals dominate, with all three of...

See the Signals

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...

Wealth Management

NDR: Report Download: The most difficult rule

In this edition of the NDR Hotline, Chief Macro Strategist Joe Kalish reflects on the most challenging of NDR’s Ten Rules of Research: Rule #1 — Be Objective. While models and data-driven strategies...

See the Signals

NDR: See the Signals, Episode 21

In this episode, NDR's Chief Economist Alejandra Grindal discusses the state of the economy post Liberation Day. Due to the persistent uncertainty, NDR reduced its real GDP growth forecast,...

See the Signals

NDR: See the Signals, Episode 20

See the Signals, Ep. 20

Chart of the Week

NDR: All eyes on dividend investing

Over the past five years, inflation has fluctuated dramatically, driven by COVID-era disruptions, government stimulus, and policy shifts. This has sparked debate over whether the U.S. economy is...

Wealth Management

NDR Report Download: Many businesses aren’t prepared for higher tariffs

U.S. imports spiked in the first quarter—but the story isn’t as straightforward as it seems. A closer look reveals a highly uneven pattern, with a few key items driving the surge. And while trade...