07 November 2014

Brewin Dolphin has changed asset allocation:

  • An overweighting to the US remains a key active position for us, where we view the impact of the latest change to the political landscape as marginally  positive.
  • The Japan story continues to compel and the latest action from the Bank of Japan has prompted the committee to add to the Overweight position there.
  • Concerns that shorter term opportunities for the UK may be limited were enough to prompt a reduction to the current Overweight position to domestic equities.
  • We continues to see equities as the most attractive option in the equity/bond/cash/alternatives asset class split and therefore no changes to the high-level asset class weightings were made.

-ENDS-

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