Interesting asset allocation data

…on the global asset class position of investment funds from the B of E Financial Stability Report:

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In Q2 2013: overweight real estate, underweight marginally for bonds, overweight equities and increasingly underweight cash.   The equity and bond positions tend to mirror the movement in markets in Q1 and Q2 , but the real estate weighting is interesting, especially in the light of recent Shiller comments and the well known investor involvement in residential real estate, especially in the US.

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