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Asset Allocation Model shifts to 'Moderately bearish' from 'Outright bearish"

04 September 2009 at 11:27 GMT

Our Asset Allocation Model has shifted its scenario from "Outright bearish" to "Moderately bearish" for the first time in more than a year. The reason is less decelerating global economy (according to our Global Business Cycle Indicator) and that means that the overall allocation has changed and now recommends a net long (however small) position in equities.

To:

  • 12% long MSCI World
  • 8% long MSCI Emerging Markets
  • 80% long Government Fixed Income (1-3 year US and EUR treasuries)

From:

  • 20% short MSCI World
  • 5% short CRB Index
  • 5% short MSCI Emerging Markets
  • 70% long Government Fixed Income (recently 1-3 year US and EUR treasuries)

Download the Asset Allocation Model

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This post appears under the following topics...

  1. equities
  2. indices