Strategists’ Recommended Allocations for Stocks, Bonds, Cash
By Inyoung Hwang -
2012-02-14T21:32:22Z
The table gives recommendations for how much of their assets investors should have in stocks, bonds and cash from strategists at brokerages.
Firm Stocks Bonds Cash
=========================================================
Bank of America -a 48.0% 37.0% 3.0%
Bank of Montreal -b 62.0% 31.0% 4.0%
Deutsche Bank -c
JPMorgan 60.0% 25.0% 15.0%
Oppenheimer 65.0% 30.0% 5.0%
UBS -d 50.0% 33.5% 2.0%
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Mean 57.0% 31.3% 5.8%
Median 60.0% 31.0% 4.0%
High 65.0% 37.0% 15.0%
Low 48.0% 25.0% 2.0%
a. Bank of America also recommends investing 12 percent in
commodities.
b. BMO also recommends investing 3 percent in alternative
investments.
c. David Bianco, who joined Deutsche Bank in February,
hasn’t given recommendations yet.
d. UBS also recommends investing 6.5 percent in
commodities, 7 percent in real estate and 1 percent in
volatility.
To contact the reporter on this story: Inyoung Hwang in New York at ihwang7@bloomberg.net
To contact the editor responsible for this story: Nick Baker at nbaker7@bloomberg.net
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