The December update to Northlake’s Market Cap and Style models sees new recommendations for both models. After five months recommending mid cap, the Market Cap model shifted to large cap. After four months at neutral the Style model changed to growth. Client accounts using our models will sell the S&P 400 Mid Cap (MDY) and […]
Northlake’s models continue to favor mid cap and remain neutral on growth vs. value. The models recommendations and underlying factors reflect an outlook for good market breadth and continued moderate economic growth. This outlook is consistent with our broad diversification for client portfolios that use thematic strategies but do not follow our models. For portfolios […]
Northlake’s Market Cap and Style models remain neutral on growth vs. value and favor mid cap for October. This means client portfolios using our model strategy will continue to own the S&P 400 Mid Cap (MDY), the Russell 1000 Growth (IWF), and the Russell 1000 Value (IWD) at least through October. Client accounts using Thematic […]
Northlake’s thematic models are recommending mid cap and neutrality on style again this month. Both calls were successful in August amid a pullback in the Mag 7 AI-driven trade and increased chances that the Fed begins cutting the Federal Funds Rate again in September. There will be no changes to model positions in client portfolios. […]
Northlake’s Style model is scaling back its pro-growth stance for August, moving from Growth to Neutral. Client strategies that follow our models will trim half of the Russell 1000 Growth (IWF) holding and reallocate the proceeds to the Russell 1000 Value (IWD). There is no change to the Market-Cap model, which continues to favor mid-cap […]
Northlake’s Market model is switching its recommendation from large cap to mid cap for July. As a result of this change, for client strategies that use Northlake’s models, we are swapping current positions in the S&P 500 (SPY) to the S&P 400 Mid Cap (MDY). There are no changes to the growth recommendation from the […]
Northlake’s thematic model recommendations remain unchanged for June. The Market Cap model favors large cap for the 5th consecutive month. The Style model is recommending growth again after flipping from neutral at the start of May. Client accounts that use Northlake’s models will continue to hold the S&P 500 (SPY) and the Russell 1000 Growth […]
Northlake’s Style model is recommending Growth again after two months with a neutral signal. The model is picking up on risks to the economic outlook caused by the chaotic implantation of large tariffs on friends and foes alike. Soft data based on surveys of businesses and consumers already reflect heightened recession risk. Economic data releases […]
There are no changes to the recommendations from Northlake’s Market Cap and Style models for April. The Market Cap model continues to favor large cap and the Style model remains neutral on growth vs. value. We will not make any changes to client positions that follow our models and will hold the S&P 500 (SPY), […]
After two months favoring growth, Northlake’s Style model shifted back to neutral for March. There is no change to the large cap signal from the Market Cap model that went into effect at the beginning of January. As a result of the new Style model signal, clients using Northlake’s model strategy will see half of […]
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