Improving emerging market environment evident in valuations, U.S. dollar deterioration, emerging market currency recovery, commodity strength, declining interest rates, China's rising weight, and the overweight allocation recommended by our Global Regional Equity Model. We are raising our EM allocation from marketweight to overweight in seven-way framework while dropping the U.K. and Europe ex. U.K. allocations from marketweight to underweight. Watch response to rising volatility and credit spreads, forward earnings growth and earnings revisions, and relative strength on another global decline.
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