020 7488 7110
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.
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.
EQ would like to contact you about the services we offer that may be of interest to you. We treat all personal data as confidential. For more details please see our privacy policy.
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.
Let us know how we can help, and we'll get back to you as soon as possible:
Fields marked * are required
Title *
---MrMsMrsMissDrSirLady
First name *
Surname *
Email address *
Phone number *
Your message *