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Global Portfolio Strategy

Global Portfolio Strategy | September 7, 2022
The Strategic and Tactical Asset Allocation Committee downgraded its view of emerging market equities from neutral to negative.

Global Portfolio Strategy | August 3, 2022
The STAAC Committee maintains its overweight equities recommendation relative to bonds for August based on the belief that near-term recession fears may be overdone.

Global Portfolio Strategy | July 7, 2022
The Strategic and Tactical Asset Allocation Committee (STAAC) changed its recommended asset allocation for July, shifting from core bonds to small cap equities.
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