01 October 2010 at 12:17 GMT
Saxo Bank's Asset Allocation Model maintained an “Outright Bullish” stance for October even though the Global Business Cycle Indicator slowed down in September. The model still recommends an overall big position in equities and an even larger exposure to commodities.
| Scenario | MSCI World | MSCI EM | Commodities | Bonds |
| Outright Bullish | 30% | 5% | 45% | 20% |
Read the full report here.