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Strategists’ Recommended Allocations for Stocks, Bonds, Cash

Feb. 27 (Bloomberg) -- 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%           1.0%
---------------------------------------------------------
Mean                 57.0%           31.3%           5.6%
Median               60.0%           31.0%           4.0%
High                 65.0%           37.0%          15.0%
Low                  48.0%           25.0%           1.0%

      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 2 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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