01 March 2010 at 13:35 GMT
The Saxo Bank Asset Allocation Model is maintaining an "Outright Bullish" stance after having changed from "Bullish" six months ago. The reason is a sharp turnaround in business activity (according to our Global Business Cycle Indicator) and that means that the overall allocation has changed and now recommends a bigger, net long (however moderate) position in equities and larger exposure to commodities.
| Asset Allocation Weights |
| Scenario | MSCI World | MSCI EM | Commodities | Bonds |
| Outright Bullish | 30% | 5% | 45% | 20% |
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