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Market View Q3...

15 October 2020

3 min read

Market View Q3 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 August when we took another step in reducing UK equities. Please note that our views may change at any time.

Kasim Zafar
Kasim Zafar,

Chief Global Investment Strategist


There has been no change to the biggest driver of risk which is still the coronavirus pandemic, along with government and central bank actions to combat the negative economic effects of social distancing measures. Despite this crisis being far from over, there have been new shots fired in the US-China battle. Given the surreptitious manner in which new security laws were introduced in Hong Kong, China now faces a much broader set of international condemnation. Adding the US election and Brexit into the equation, we anticipate a lot of noise during the second half of the year.

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Kasim Zafar

Kasim Zafar


Chief Global Investment Strategist

Kasim is Chief Investment Strategist and the portfolio manager for the EQ Best Ideas portfolios. 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 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. 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.

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