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Market View Q1...

12 March 2020

3 min read

Market View Q1 2020

Ongoing trade negotiations continue to dominate our thinking on markets while the coronavirus has emerged as a new threat. This document describes our long term investment views. We have already made some structural changes to future-proof portfolios this year, while we maintain a cautious stance overall.

Tertius Bonnin,

Portfolio Manager

Investment

This document presents a summary of our investment views. It explains our latest thinking on world markets and the most recent decisions we have made about what to buy and sell within your portfolio.

Please note that our views may change at any time.

Future proofing portfolios

After careful analysis we’ve decided to reduce our allocation to UK equities across portfolios because we believe that will deliver better risk-adjusted returns for clients.

This is a strategic decision and we plan to rebalance portfolios over at least four quarters, depending on market conditions. For a brief summary of our reasoning behind this change, please see the article on future-proofing in our Spring 2020 newsletter. For a more detailed picture, please refer to our recent blog post.

Download the Market View here.

Investment

Tertius Bonnin

Portfolio Manager

Tertius joined EQ in 2016 and is the co-portfolio manager for the EQ Positive Impact, EQ Climate Action, and EQ Future Leaders portfolios. In addition, he is also responsible for covering global and thematic equity investment ideas. Tertius sits on the Fund Selection Committee, the Strategic Asset Allocation Committee, and is a member of EQ's Net Zero Working Group. Tertius is a CFA charterholder and holds the CFA Investment Management Certificate. He is a regular member of the CFA Institute and CFA UK Society. He graduated with a First in Business with Finance at the University of Greenwich.

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Recent articles by Tertius

Ten days into the Middle East conflict: three variables we are watching

Middle East conflict: Maintaining perspective through market volatility

A new dawn: Japan’s structural renaissance

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