The EQ Blog

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Josh Seagar

Market View Q2 2017

Filed under: The EQ Blog, Wednesday, April 26, 2017
Our market view explains how we position our client portfolios, taking into account the relative attractiveness of different asset classes. Read more
Sophie Muller

Is reflation here to stay?

Filed under: The EQ Blog, Thursday, April 13, 2017
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. Read more
Nicola Allen

New Lifetime ISA: how it works

Filed under: The EQ Blog, Thursday, April 6, 2017
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. Read more
Jeannie Boyle

Breakthrough for social investment

Filed under: The EQ Blog, Monday, March 13, 2017
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. Read more
Ben Faulkner

Spring Newsletter 2017

Filed under: The EQ Blog, Friday, March 3, 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. Read more
Victoria Groves

How to pick the right ISA

Filed under: The EQ Blog, Wednesday, January 18, 2017
Cash ISA, Junior ISA , Stocks & Shares ISA, Innovative Finance ISA, Help to Buy ISA, Lifetime ISA... is anyone else ready for ISA simplification? Read more
Ben Faulkner

A new dawn

Filed under: The EQ Blog, Friday, December 2, 2016
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. Read more
John Spiers

President-elect Trump

Filed under: The EQ Blog, Friday, November 11, 2016
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. Read more
Ben Faulkner

Autumn 2016 Newsletter

Filed under: The EQ Blog, Friday, November 4, 2016
The latest news and views from EQ Investors. This autumn we are celebrating the fourth birthday of our Positive Impact Portfolios - ethical investment portfolios that aim to make a difference for society and for the environment. Read more
Ben Faulkner

EQ win Wealth & Finance International Award

Filed under: The EQ Blog, Tuesday, November 1, 2016
EQ are proud to report an award winning end to 2016, being recipients of ‘Best Investment Management Boutique – UK & Award for Excellence in Low Cost Tracker Fund Investing’ at the Wealth & Finance International Fund Awards. Read more
Kasim Zafar

Bonds, just Bonds – could the Bond market bubble finally be ready to burst?

Filed under: The EQ Blog, Friday, October 28, 2016
For several years, many people out there have been expecting a bond market crash. A lack of economic value in holding Government bonds, quantitative easing and market liquidity are all valid concerns that we share. Despite this, given how central bonds are to most portfolios, investors have effectively been happy to own them and ‘Die Another Day’. Read more
Ben Faulkner

‘The Good Guide to Finances at 40’ – new guide reveals how to avoid a midlife financial crisis

Filed under: The EQ Blog, Friday, October 14, 2016
New figures reveal that a third of Britons aged between 35 and 39 have no money saved into a pension at all. Good With Money, the online ethical personal finance specialists, has released a new guide sponsored by EQ Investors that offers tips on how to avoid a midlife financial crisis for those at or approaching 40. Read more