Market View Q4 2020

This document presents a summary of our investment views. It explains our latest thinking on world markets and the most recent decisions we have made about what to buy and sell within your portfolio. The most recent changes happened in November when we brought portfolios back to a neutral setting, took the final step in reducing UK equities and took a more positive view on Asia. Our views may change at any time.

FacebooktwitterlinkedinmailFacebooktwitterlinkedinmail   by Kasim Zafar, 14th December 2020

In the short term we remain in the grip of the coronavirus pandemic, but the medium-to-long term outlook is decidedly rosier. Our change in tone reflects the great news which is of significantly higher than expected levels of efficacy for three coronavirus vaccine candidates, so far. We were always hopeful that scientific endeavour would prevail, but there was by no means any certainty.

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    Kasim Zafar

    Kasim Zafar is Chief Investment Strategist at EQ Investors and Portfolio Manager of our Best Ideas portfolios. He sits on our investment management, strategic asset allocation and fund selection committees. Kas is a CFA charter holder and a regular member of the CFA Institute and CFA UK.

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