EQ Best Ideas Portfolios – Q2 2017 update
In this update we focus on healthcare, showcasing examples of companies that are leading their fields in treating diabetes & kidney failure, orthopaedic replacements and cancer drugs.
Theme in focus: healthcare
The scale of opportunities in healthcare is partly due to demographics (population growth, ageing populations) and partly due to the changes in diet and lifestyle that tend to accompany economic development.
This updates provides some background on how these global trends are affecting our healthcare needs.
It then showcases some examples of companies that are leading their fields in treating diabetes & kidney failure, orthopaedic replacements and cancer drugs.
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 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.
