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Our quarterly update focuses on a particular investment theme within the Best Ideas Portfolios. This edition looks at the impact of the internet in everyday life.
The EQ Best Ideas Portfolios offer exposure to a range of investment themes through our selected fund managers. At present, the biggest overarching theme within the portfolios is technology. The pace of innovation within technology and the rate at which technology is disrupting almost every industry are two of the biggest forces driving the global economy.
Technology exposure within the portfolios includes a number of sub-themes such as the internet, robotics & automation, big data and artificial intelligence. In this update we focus on the internet and how it is transforming our world.
If you have any questions about the Best Ideas Portfolios, please do not hesitate to contact us.
Kasim graduated with a BSc (Hons) in Physics from Imperial College and is a CFA charter holder, being a regular member of the CFA Institute and CFA UK. He began his career in investments in 2002, gaining experience as a portfolio manager and senior analyst of global capital markets. His experience spans multiple asset classes, constructing portfolios with varying risk/return objectives and active risk management processes.
Kasim is the portfolio manager for the EQ Investors Best Ideas and Absolute Return portfolios. He is an active member of the investment management, strategic asset allocation and fund selection committees.
When not immersed at work, Kasim often finds himself stumped and constantly amazed by his young daughter at home. He also enjoys spending time in the kitchen practising his “cheffy” skills with both European and Asian cuisine, reflecting his mixed background.
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