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Seth Golden posted an update 4 years, 8 months ago
Cash levels stayed at 4.2% for the third consecutive month, which is the lowest since March 2013. The allocation to global equities rose 1 percentage point to a net 32% overweight, the highest in 17 months. The allocation to commodities rose 4 percentage points to a net 10% overweight, which is the highest level since March 2012.