Market View Q2 2017

Our market view explains how we position our client portfolios, taking into account the relative attractiveness of different asset classes.

FacebooktwitterlinkedinmailFacebooktwitterlinkedinmail   by Sophie Kennedy, 26th April 2017

Our latest positioning

We position our portfolios based on a number of factors. Exposure is first and foremost determined by your risk profile. We then adjust portfolios away from their default risk position based on our current market view.

The EQ Asset Allocation Committee met on 6 April 2017. We are still holding higher levels of cash than normal, while our view on Europe has significantly improved since Q1. Other changes to our asset allocation include an improved view on Asia Pacific equities and a more cautious approach to Latin America.

Please note: our view may change at any time.

About the author: Sophie Kennedy

Sophie is responsible for the research agenda across EQ, leading a six-strong team that covers open and closed-ended funds, as well as tax-efficient investments including VCTs and EIS’. Sophie is a CFA charter holder.

Outside work, Sophie is a keen footballer, captaining Leyton Orient Ladies in the London & South East Womens Premier League. When not playing, Sophie is pitch side at the Emirates Stadium, watching her beloved Arsenal. Off season, her other passions include travelling, cricket and running, with two London Marathons under her belt.

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