Bloomberg Anywhere Login

Bloomberg

Connecting decision makers to a dynamic network of information, people and ideas, Bloomberg quickly and accurately delivers business and financial information, news and insight around the world.

Company

Financial Products

Enterprise Products

Media

Customer Support

  • Americas

    +1 212 318 2000

  • Europe, Middle East, & Africa

    +44 20 7330 7500

  • Asia Pacific

    +65 6212 1000

Communications

Industry Products

Media Services

Follow Us

Strategists’ Recommended Allocations for Stocks, Bonds, Cash

April 29 (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    Commodities
=========================================================
Bank of America     65.0%    33.0%    2.0%
HSBC -a             18.0%    59.0%    5.0%    6.0%
JPMorgan            60.0%    25.0%   15.0%
Oppenheimer -b      55.0%    25.0%    5.0%   10.0%
UBS -c              48.1%    38.0%    4.2%    5.0%
---------------------------------------------------------
Mean                49.2%    36.0%    6.2%    7.0%
Median              55.0%    33.0%    5.0%    6.0%
High                65.0%    59.0%   15.0%   10.0%
Low                 18.0%    25.0%    2.0%    5.0%

      a. HSBC also recommends investing 8 percent in gold, 4
percent in real estate.
      b. Oppenheimer also recommends investing 5 percent in real
estate.
      c. UBS also recommends investing 4.75 percent in real
estate.

*Note: Barclays recommends an overweight position for developed
market equities; neutral for emerging-market equities,
commodities and global government bonds; and underweight for
global credit.
       Deutsche Bank recommends an overweight position for
equities, underweight for bonds and cash, and neutral for
commodities.

To contact the reporter on this story: Inyoung Hwang in New York at ihwang7@bloomberg.net

To contact the editor responsible for this story: Lynn Thomasson at lthomasson@bloomberg.net

Please upgrade your Browser

Your browser is out-of-date. Please download one of these excellent browsers:

Chrome, Firefox, Safari, Opera or Internet Explorer.