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NDR Dynamic Allocation Strategy Commentary - February 2025

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During January, global stocks outperformed global bonds by more than 280 ba sis points. The model's equity allocation remains above benchmark weighting, with U.S. Large Caps, U.S. Growth, and U.S. Small Caps each receiving more than 15% allocation. The largest fixed income allocations were Emerging Market bonds and U.S. High Yield, both with more than 8% weights.

Ned Davis Research | NDR Dynamic Allocation Strategy Commentary | Monthly

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