Market View Q2 2019

The EQ Asset Allocation Committee met in May 2019. In this document we outline our investment position on each of the major world markets and summarise the changes we have made to client portfolios in this quarterly rebalance.

by Kasim Zafar, 22nd May 2019

This document presents a summary of our investment views. It explains our latest thinking on global markets and the most recent decisions we have made about what
to buy and sell within your portfolio. The EQ Asset Allocation Committee met in May. Where relevant the indicators show how our views have changed since our previous
meeting in February.

Please note: our views may change at any time.

The overall structure of any portfolio is determined by its risk profile, and our views will influence your portfolio based on its default positioning: please see page 6 for details.

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 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.