Market View Q3 2018

The EQ Asset Allocation Committee met on 31 July 2018. 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.

FacebooktwitterlinkedinmailFacebooktwitterlinkedinmail   by Sophie Kennedy, 15th August 2018

This quarter we have brought most of our equity allocations back towards neutral. Our negative view on bonds is counterbalanced by a positive view on alternatives.

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.

Market View Q3 2018

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    Sophie Kennedy

    As Head of Investing Sophie is responsible for the research agenda across EQ. She leads 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.

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