ABN AMRO Private Banking maintains its overweight position in equities and remains underweight in bonds,according to its Mid-Year Investment Outlook – Mindful moves – published nowadays. For diversification purposes, it recommends a combination of inflation-linked bonds, or commodities,small caps and hedge-fund strategies, which, and alongside a well-balanced portfolio of US,European and Asian equities, can mitigate the risk of corrections.
Source: abnamro.com