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Thematic Opportunities | NDR | Investment Research Institutional Institutional Market StrategyNDR produces robust global investment strategy, beginning with a macroeconomic foundation and extending into the major asset classes and geographies using our 360-degree research approach. Thematic OpportunitiesThe NDR Thematic Opportunities product produces high-conviction investment recommendations for investment managers and their clients. Selection: Stocks & ETFsNDR’s Stock & ETF Selection service helps you to generate stock and ETF ideas with data, screening tools, and implementation baskets. AlternativesNDR provides research and investment ideas for key areas of the alternatives space, including Commodities, Real Estate, and Cryptocurrencies, along with macroeconomic drivers for selection in Private Equity and Private Credit. Custom Research SolutionsNDR Custom Research Solutions focuses on customized, objective research based on extensive quantitative analysis and models. Who We Serve Asset ManagerAsset managers will benefit from NDR’s broad spectrum of geographic and asset class coverage, from economics all the way down to specific industries, themes, and securities. Asset OwnerAsset Owners and investors with longer time horizons will benefit from NDR’s deep historical data, tools, and perspectives. Hedge FundHedge funds and active managers with the ability to quickly trade a diverse universe of assets will benefit from NDR’s spectrum of coverage, from global macroeconomic down to specific asset-class themes and instruments. Wealth Wealth Market StrategyU.S. market and economic insights, asset allocation models, digital tools, proprietary indicators, client communication resources, and model portfolios for the small-to-mid size advisor/wealth manager. Model PortfoliosNDR offers turnkey solutions based on our objective, data-driven approach with model portfolios including global tactical asset allocation, equity and fixed income sector rotation, and thematic and factor-based stock strategies. Who We Serve Business DeveloperFocused on growing your practice? NDR offers complimentary access to summary investment talking points and client communication resources. NDR model portfolios can be accessed through third-party ETFs and platforms or via a direct partnership. Investment ManagerResearch for small-to-mid size advisors/wealth managers that provides a powerful combination of U.S. market insights, asset allocation models, and proprietary indicators. Media Blog About NDR About Us NDR's robust investment research publications, charts, model portfolios, and 360-degree approach have been cultivated over the last 45 years to help you "See the signals." Our PeopleWith a staff of 70 dedicated professionals, NDR provides guidance on our client's most pressing investment challenges. Join usExplore exciting career opportunities and become part of a team that's shaping the future of data-driven insights. Contact Funds LOGIN GET STARTED Institutional Institutional Market StrategyNDR produces robust global investment strategy, beginning with a macroeconomic foundation and extending into the major asset classes and geographies using our 360-degree research approach. Thematic OpportunitiesThe NDR Thematic Opportunities product produces high-conviction investment recommendations for investment managers and their clients. Selection: Stocks & ETFsNDR’s Stock & ETF Selection service helps you to generate stock and ETF ideas with data, screening tools, and implementation baskets. AlternativesNDR provides research and investment ideas for key areas of the alternatives space, including Commodities, Real Estate, and Cryptocurrencies, along with macroeconomic drivers for selection in Private Equity and Private Credit. Custom Research SolutionsNDR Custom Research Solutions focuses on customized, objective research based on extensive quantitative analysis and models. Who We Serve Asset ManagerAsset managers will benefit from NDR’s broad spectrum of geographic and asset class coverage, from economics all the way down to specific industries, themes, and securities. Asset OwnerAsset Owners and investors with longer time horizons will benefit from NDR’s deep historical data, tools, and perspectives. Hedge FundHedge funds and active managers with the ability to quickly trade a diverse universe of assets will benefit from NDR’s spectrum of coverage, from global macroeconomic down to specific asset-class themes and instruments. Wealth Wealth Market StrategyU.S. market and economic insights, asset allocation models, digital tools, proprietary indicators, client communication resources, and model portfolios for the small-to-mid size advisor/wealth manager. Model PortfoliosNDR offers turnkey solutions based on our objective, data-driven approach with model portfolios including global tactical asset allocation, equity and fixed income sector rotation, and thematic and factor-based stock strategies. Who We Serve Business DeveloperFocused on growing your practice? NDR offers complimentary access to summary investment talking points and client communication resources. NDR model portfolios can be accessed through third-party ETFs and platforms or via a direct partnership. Investment ManagerResearch for small-to-mid size advisors/wealth managers that provides a powerful combination of U.S. market insights, asset allocation models, and proprietary indicators. Media Blog About NDR About Us NDR's robust investment research publications, charts, model portfolios, and 360-degree approach have been cultivated over the last 45 years to help you "See the signals." Our PeopleWith a staff of 70 dedicated professionals, NDR provides guidance on our client's most pressing investment challenges. Join usExplore exciting career opportunities and become part of a team that's shaping the future of data-driven insights. Contact Funds Thematic Opportunities The NDR Thematic Opportunities product provides high-conviction investment ideas for investment managers and their clients. Recommended themes are assigned a conviction level and target return and can be implemented using a concentrated portfolio of 10 to 15 companies or a thematic ETF

Themes are informed by market and macro trends and are delivered with theme-based research reports, universe indices, supporting charts, historical analysis and interactive tools.

Delivers high-conviction, actionable thematic investment ideas and research and offers an identifiable theme universe with indices built to capture an investable theme and provides a list of recommended themes with investment vehicles to implement the theme

Request more information What we deliver Strategy, reports and models

Monthly Focus Report Weekly Trend of the Week On the Radar Daily Position Tracker Powerful interactive tools to help assess investment ideas Theme momentum trends Theme breakout/breakdown Theme sales/margin Chart builder/bundler Correlation finder Price bubble finder ETF screener and comparison ETF overbought/oversold Stock valuation  

OUR 360º APPROACH Our approach combines both fundamental and technical research disciplines. Fundamentals tell us how the markets should be acting while technicals reveal how the markets are acting. Truly insightful and timely ideas demand a balance between these two disciplines. Actionable ideas meet balanced, strategic insights through our 360-degree methodology.

Register For Trial Communication Methods Website Portal On-demand access to a broad array of charts, publications and tools. Easy-to-manage content lists and curated content available at your convenience.

Webinars Monthly broadcasts on wide variety of timely topics. Accessible for all levels of subscription, these webinars include convenient access to replays, slide decks, interactive polls and a lively Q&A.

One-on-one calls Craving a bit of one on one time with your favorite strategist? One-on-one calls can be arranged through your sales reps with specific strategists and analysts.

Conferences Our strategists and analysts are regularly sought after as expert panelists and presenters at investment industry conferences world-wide.

Direct Email Many of our reports, charts, and publications can be sent directly and conveniently to your inbox.

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