The EQ Blog

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EQ now and then

It's still a few months off, but October will mark three years since the launch of EQ Investors. Now is a good time to look back at where we started, what we have accomplished so far, and get a glimpse of the future. ...more

Act 3: a great life after 50

On Wednesday, 4 October 2017 we are delighted to present an evening's exploration hosted by professional coaches - and EQ clients - Judy and Adrian Reith. Register online. ...more

Another election surprise

On the importance of EQ in politics, the volatility of reputations, and a return to two party politics: our initial response to the UK election result. ...more

EQ is officially a Good Egg

EQ is honoured to be one of the first two UK companies to be awarded Good With Money’s new ‘Good Egg’ kitemark – for financial services companies that are making a positive impact. ...more
Josh Seager

Market View Q2 2017

Our market view explains how we position our client portfolios, taking into account the relative attractiveness of different asset classes. ...more

Is reflation here to stay?

In the second half of 2016, the global economy embarked on a ‘reflation’ regime that has been impacting the investment environment ever since. This has been positive for risk assets as confidence levels improve. ...more

New Lifetime ISA: how it works

In his March 2016 and final budget, George Osborne announced the introduction of a new 'Lifetime ISA' from 6 April 2017, to encourage younger people to save for their first property purchase or retirement. ...more

Is the ‘safe rate of withdrawal’ just a dangerous idea?

Most people gave a warm welcome to ‘pension freedoms’, which ended the effective compulsion to buy an annuity. But pensioners face a significant new risk: running out of money if they spend their retirement funds too quickly. What they need to know is how much they can afford to spend each year. ...more

Breakthrough for social investment

At EQ, we’ve been keen proponents of social investment tax relief (SITR) since its inception. Tax break limits for social investment will expand fivefold this April, a significant boost to the market. ...more
Ben Faulkner

Spring Newsletter 2017

Our Spring newsletter brings together the latest news and views from EQ Investors, from Venture Capital Trust opportunities to pensions to our thoughts on the markets. ...more

How to pick the right ISA

Cash ISA, Junior ISA , Stocks & Shares ISA, Innovative Finance ISA, Help to Buy ISA, Lifetime ISA... is anyone else ready for ISA simplification? ...more

A new dawn

Last month the Financial Conduct Authority (FCA) published its deep dive into the UK fund management industry. The detailed report pushes for an overhaul of charging structures as the regulator seeks a better deal for investors. ...more

President-elect Trump

As US election week draws to a close, perhaps the biggest surprise so far (apart from the result) has been the resilience of markets. We suspect that this reflects uncertainty over what a Trump Presidency might actually do, rather than equanimity. ...more