EQ Best Ideas Portfolios – Q1 2017 update

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.

Facebooktwittergoogle_pluslinkedinmailFacebooktwittergoogle_pluslinkedinmail   by Kasim Zafar, 18th April 2017

Focus: internet technology

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.

About the author: Kasim Zafar

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 has over 10 years of experience as a portfolio manager and senior analyst of global capital markets with analysis across multiple asset classes, constructing portfolios with varying risk/return objectives and active risk management processes.

Kasim acts as the portfolio manager for the EQ Investors Absolute Return, Cautious, Adventurous and High Octane portfolios. He also co-chairs our Fund Selection Committee.

When not immersed in work and family life, Kasim enjoys spending time in the kitchen practising his “cheffy” skills with both European and Asian cuisine, reflecting his mixed background.

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