NDR U.S. 360°

The NDR U.S. 360° product covers economics, asset allocation, equity style, and sector analysis of U.S. financial markets.

  • Applies a top-down analysis to identify the most important themes in U.S. financial markets
  • Identifies main drivers of the U.S. stock market in absolute and relative terms to bonds and cash markets
  • Analyzes growth vs. value and small cap vs. mid cap vs. large cap
  • Focuses on 11 GICS sectors, with more granular coverage on a thematic basis
  • Identifies and assesses macro risks to the economy and financial markets, with emphasis on business cycles, inflation, credit conditions, fiscal and monetary policy and highlights investment ideas.

What we deliver

Strategy, reports and models

  • Two weekly Focus publications on asset allocations, equities, styles and sectors
  • Market-Driven Special Reports (1-2 per year)
  • Charts, models and indicators for analysis and presentations
  • U.S. Daily Economic Perspectives
  • Monthly Economic Focus

Communication

  • Conference Calls
  • One-on-one calls
  • Client roadshows
  • Conferences
  • Webinars

 

How we do it

  • NDR's 360° approach combines fundamental and technical research disciplines: fundamentals tell us how the markets should be acting, while technicals reveal how the markets are active. 
  • Truly insightful and timely ideas demand a balance between fundamentals and technicals; actionable ideas meet balances, strategic insights through our 360-degree methodology.
  • Successful investing is seeing the signals and making informed decisions: to do this, we provide a clear view of the whole investment picture, including a perspective on sentiment.

Examples of NDR U.S. 360°


Jay Powell and his three bears update 

November 16, 2022 | Ed Clissold

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Rally update: more progress but still no bull confirmation

November 30, 2022 | Ed Clissold

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Public-NDR US 360 staff bio

About Us

Ed Clissold, CFA Chief U.S. Strategist

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Veneta Dimitrova Senior U.S. Economist

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Rob Anderson, CFA U.S. Sector Strategist

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