June 30, 2003

Australia, Canada, New Zealand and the UK are expected to outperform the U.S. and as such should be overweighted in the portfolio. The remaining regions are expected to underperform and should be underweighted in the portfolio. The likelihood that the rest of the world will outperform the U.S. during the coming quarter is estimated to be 44.58%. Against this backdrop we recommend a slight increase in the exposure to the U.S. markets.

You must have an active account to view these reports. You may register for a trial here

Download Complete Report in PDF Format

Download Complete Report in Word Format