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We remain defensive, underweighting global equities and overweighting duration, alternatives.
Improved long-term fundamentals, and cyclical and near-term catalysts may boost MLPs.
We have become more defensive, with a modest underweight to global equities.
Emerging markets, oil, and catastrophe bonds: Our current global asset allocation framework.
We expect equities to continue offering the most attractive opportunity.
Asset allocation team brings together experts from diverse fields to find opportunities.
We've developed a macro regime framework for allocating assets through the business cycle.