Blog

Weekly market recap: Turkish turbulence

Tertius Bonnin, 21st August 2018

Two major ratings agencies, Standard & Poors and Moody’s, downgraded Turkey deeper into junk status.

Market View Q3 2018

Sophie Kennedy (née Muller), 15th August 2018

The EQ Asset Allocation Committee met on 31 July 2018. In this document we outline…

Weekly market recap: Turkey’s fowl play

Tertius Bonnin, 10th August 2018

Aluminium and steel tariffs on Turkish exports, prompted traders to aggressively sell the lira, facilitating…

Weekly market recap: facing headwinds

Tertius Bonnin, 3rd August 2018

The Bank’s forecasts reflect a view that current levels of economic growth are set to…

Taking tax-free cash from a pension

Jeannie Boyle, 1st August 2018

The chance to pocket a tax-free 25% lump sum from your retirement fund is one…

Insight: US-China trade war

Tertius Bonnin, 30th July 2018

Earlier this month, the US and China kicked-off the first round in their trade war…

EQ Foundation: sand dams

John Spiers,

There are thousands of brilliant charities around the world doing great work and deserving support…

Investment performance boost

Sophie Kennedy (née Muller),

Achieving outstanding performance in the uncertain investment climate of the past few years is not…

Summer 2018 Newsletter

John Spiers, 28th July 2018

Our summer newsletter is now available, bringing together the latest news and views from EQ…

Success of EQ Investors’ employee share ownership plan

Ben Faulkner, 24th July 2018

Employee ownership stands at 22% of the ordinary shares.

Weekly market recap: sterling’s slide

Tertius Bonnin,

Last week saw a rollercoaster ride for traders arising from a string of disappointing data…

The Motability Scheme: an investor perspective

Damien Lardoux, 18th July 2018

With over 6.8 million people in the UK affected by mobility impairments, the Motabilty Scheme,…

Weekly market recap: glistening geopolitics

Tertius Bonnin, 16th July 2018

Investors are not yet fully recognising the wider implications of the US-China trade war on…

Weekly market recap: trade tremors

Tertius Bonnin, 9th July 2018

Last Thursday marked an important escalation in the US-China trade spat as the first import…

Weekly market recap: a slick streak for oil

Tertius Bonnin, 2nd July 2018

Oil has enjoyed a price rally over the past year following coordinated supply cuts by…

EQ Investors scoops sustainability report award

Ben Faulkner, 28th June 2018

Inaugural impact report recognised at BusinessGreen Leaders Awards 2018.

Weekly market recap: monetary policy predicaments

Tertius Bonnin, 22nd June 2018

The week commencing 11 June saw meetings at the US Federal Reserve, European Central Bank…

Cockburn Lucas adds EQ Investors to its panel of discretionary fund managers

Ben Faulkner, 20th June 2018

EQ Positive Impact Portfolios continue to grow in popularity.

FAQs: Lasting Power of Attorney

Peter Brennan, 14th June 2018

Many of us actively look to help our family and friends at times of emotional…

Weekly market recap: A bad queso volatility

Tertius Bonnin, 8th June 2018

With investor odds for an Italian hard euro exit beginning to reduce, focus has already…

Weekly market recap: Vesuvian volatility

Tertius Bonnin, 1st June 2018

The Italian President’s veto of the proposed finance minister and the subsequent increase in the…

Childhood obesity: time for action

Ben Faulkner, 31st May 2018

An opportunity right now to improve the health of the nation. Let’s not miss it.

Weekly market recap: Italeave or Quitaly?

Tertius Bonnin, 25th May 2018

Italy’s turbulent political landscape is back in the news once again. For many, this is…

Weekly market recap: an emerging concern

Tertius Bonnin, 18th May 2018

As US government bond yields rise to levels not seen since 2011, US investors are…

Weekly market recap: losing interest

Tertius Bonnin, 11th May 2018

From a UK investor’s perspective, perhaps the most notable event was the interest rate decision…

Weekly market recap: USDomination

Tertius Bonnin, 4th May 2018

One of the largest moves last week was in emerging market equities, paring back some…

Positive Impact Portfolios – Spring 2018

Damien Lardoux,

Our quarterly updates feature companies that our funds invest in, showcasing their solutions to real…

Weekly market recap: exceeding expectations

Tertius Bonnin, 27th April 2018

Despite the lacklustre growth for the overall economy, UK equities have appeared as the winner…

Managing your money

Dan Atkinson, 26th April 2018

Taking the time to think about your income and spending can make a real difference…

EQ Positive Impact Portfolios now available on Parmenion platform

Ben Faulkner, 25th April 2018

Firm seeing strong demand from advisers for ethical portfolio service.

Weekly market recap: Carney’s conundrum

Tertius Bonnin, 20th April 2018

The probability of an interest rate rise by the Monetary Policy Committee for May has…

Privacy law is changing – what does this mean for you?

Ben Faulkner, 13th April 2018

As you may be aware, one of the biggest changes to UK data privacy law…

Weekly market recap: from hot to cold

Tertius Bonnin,

The biggest headline last week was on the geopolitical front with the US, the UK…

EQ Foundation: The Forward Trust – employing ex-offenders

Ben Faulkner, 9th April 2018

In December 2016, the EQ Foundation match funded £7,500 of online donations raised by Blue…

Weekly market recap: more of the same

Tertius Bonnin, 6th April 2018

Last week saw yet more tit for tat between the US and China as a…

Using business as a force for good

Alexander Michelsen, 5th April 2018

You may have noticed the little B that’s on our website and publications. That’s the…