Market View Q2 2017

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

Facebooktwittergoogle_pluslinkedinmailFacebooktwittergoogle_pluslinkedinmail   by Josh Seagar, 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: Josh Seagar

Josh is an investment analyst supporting the portfolio managers. He is responsible for macro-economic analysis which assists with asset allocation decisions. He also conducts analysis that contributes to portfolio construction and risk management across all portfolios.

Josh graduated with a BSc (Hons) in Mathematics from the University of Edinburgh in 2012 and has since completed the IMC and CFA Levels 1 and 2. After leaving university, Josh joined the Threadneedle Investments graduate scheme, working as an Investment Risk Analyst for two and a half years before joining EQ.

Outside of work, Josh is a keen sportsman, playing football and running cross country and road races between 5k and half marathons.

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