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Tactical Asset Allocation for Q2/2014

April 7, 2014

Recent developments in Ukraine and China have thus far only marginally increased the risk of derailing the recovery in the advanced economies, where underlying trends remain constructive. We decided to keep our regionally diversified equity overweight in the developed markets and increase our allocation in commodities and real estate investment trusts. We also stick to our US dollar position.

LGT Asset Allocation Strategy (PDF)