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Market View Q3...

16 September 2021

3 min read

Market View Q3 2021

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. Please note that our views may change at any time.

Kasim Zafar
Kasim Zafar,

Chief Global Investment Strategist

Our positive outlook is driven by the ongoing recovery in the major global economies of the US, UK and Europe, which means people and businesses are getting back to work. This is good for corporate earnings, various indicators for which point to continued strong growth ahead. Tempering this positive outlook are three things: potential economic disruption created by the spread of COVID variants; the risk of inflation; and uncertainty from the heavy-handed regulatory crackdown on Chinese internet companies.

Thanks to strong vaccination programmes in some countries, sharply rising case numbers of the delta variant have been followed by a lower proportion of hospitalisations relative to earlier virus waves. This gives those governments confidence to continue easing restrictions and reopening economies.

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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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