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.

FacebooktwitterlinkedinmailFacebooktwitterlinkedinmail   by Kasim Zafar, 12th March 2020

Market Update Q1 2020This 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.

Contact Kasim




    Kasim Zafar

    Kasim Zafar is Chief Investment Strategist at EQ Investors and Portfolio Manager of our Best Ideas portfolios. He sits on our investment management, strategic asset allocation and fund selection committees. Kas is a CFA charter holder and a regular member of the CFA Institute and CFA UK.

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