Saxo Asset Allocation – Outright Bullish Scenario David Karsbol, Filed in: Global Asset Allocation 01 December 2009 at 15:15 GMT Non-Independent Investment Research Our Asset Allocation Model is maintaining an "Outright Bullish" stance after having changed from "Outright Bearish" only three months ago. The reason is a sharp turnaround 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% Tweet Like LinkedIn Share Google+ Previous Next Comments Please sign in to comment or ask the author a question about this article. Recommended Recommend Unrecommend Recommend Tweet Like LinkedIn Share Google+ Related articles Text search, print & go to next event for Financial Calendar Mining sector valuations at 10-year low - is this an opportunity? Important notice: TradingFloor.com outage on Thursday 3 May Risky Russia? Perhaps, but LUKoil still looks attractive After the spill, where does BP stand versus its competitors? Topics This post appears under the following topics... commodities equities