Chart of the Week
Market leadership is evolving. While investors have focused heavily on a narrow group of market winners in recent quarters, recent market action suggests participation may be broadening as...
Chart of the Week
NDR’s Strategic Asset Allocation team examines one of the most important questions facing allocators today: do private markets genuinely improve portfolio outcomes, or are their perceived benefits...
Chart of the Week
NDR’s Strategic Asset Allocation team explores a foundational shift underway in the financial system, driven by the emergence of bitcoin as both a new form of money and a new settlement network. What...
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...
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.
