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Portfolio Special Report

Global Equity Allocation: Introducing The Developed Markets Country Allocation Model

Published on

We are introducing a quantitative equity country allocation for the MSCI World universe. Currently the model recommends overweight U.S. and eurozone while underweight Japan, U.K., Canada and Australia, broadly in line with our judgement except that we are more bullish on Japan than the model.

BCA Research | Portfolio

Global Asset Allocation and Private Markets and Alternatives.

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