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Investment outlook: December 2024
Investment outlook: December 2024

Investment outlook: November 2024
Investment outlook: November 2024

Positive Impact Report 2024
Positive Impact Report 2024

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Blog

Investment outlook: December 2024 2 min read

Kasim Zafar
Kasim Zafar,

11/12/2024

We are pleased to share our latest monthly global outlook, which covers key macroeconomic themes and their investment implications.

Blog

Investment outlook: November 2024

We are pleased to share our latest monthly global outlook, which covers key macroeconomic themes and their investment implications.

Kasim Zafar
Kasim Zafar,

27/11/2024

2 min read

Blog

Positive Impact Report 2024

Our eighth annual Positive Impact Report summarises our approach to impact investing and stewardship throughout the last twelve months.

4 min read

Blog

What does a Trump presidency mean for the environmental theme?

Understanding the environmental implications of a Trump presidency.

Tertius Bonnin
Tertius Bonnin,

11/11/2024

4 min read

Blog

Takeaways from the US Presidential election

Donald Trump’s return to the presidency as the 47th president marked a dramatic comeback after a polarising election.

Kasim Zafar
Kasim Zafar,

06/11/2024

4 min read

Blog

Investment outlook: October 2024

We are pleased to share our latest monthly global outlook, which covers key macroeconomic themes and their investment implications.

Kasim Zafar
Kasim Zafar,

25/10/2024

2 min read

Webinar

Live webinar: Applying AI for social & environmental good | 2024 Positive Impact Report findings

Our interactive live webinars allow you to connect with our sustainable investing experts and ask questions during the sessions.

Ben Faulkner
Ben Faulkner,

21/10/2024

1 min read

Blog

US presidential elections | Investment implications

The race to the White House continues to heat up. Here’s what to know heading into a critical stretch just over six weeks before Election Day.

Tom Hollings
Tom Hollings,

02/10/2024

4 min read

Blog

Investment outlook: September 2024

We are pleased to share our latest monthly global outlook, which covers key macroeconomic themes and their investment implications.

Kasim Zafar
Kasim Zafar,

17/09/2024

2 min read

Blog

Investment outlook: August 2024

We are pleased to share our latest monthly global outlook, which covers key macroeconomic themes and their investment implications.

Kasim Zafar
Kasim Zafar,

23/08/2024

2 min read

Blog

Aligning datacentres & AI with the UN Sustainable Development Goals

Boosting sustainability is a huge priority for data centres around the world. Today, data centres serve as the critical infrastructure behind the digital economy, yet they consume a great deal of energy. EQ’s Johnny Bowie takes a closer look.

Johnny Bowie
Johnny Bowie,

09/08/2024

3 min read

Blog

Navigating market turbulence: US tech, Japanese equities, and the yen

We explore the recent volatility in global equity markets, and the implications for your investment portfolio.

Kasim Zafar
Kasim Zafar,

07/08/2024

3 min read

Blog

Investors focus: Stewardship update

The 2024 AGM season has delivered on its promise of progress, controversy, and a sense that more action is required.

4 min read

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Blended World – Cautious

This portfolio maintains a bias towards lower volatility investments with equity holdings limited to 50%. It focuses on capital protection with a moderate participation in equity market growth, and aims to reduce investment risk by diversifying across regions and asset classes.

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Factsheet

Factsheet

Blended World – Cautious Plus

This portfolio maintains a bias towards lower volatility investments with equity holdings limited to 60%. It focuses on capital protection with a moderate participation in equity market growth, and aims to reduce investment risk by diversifying across regions and asset classes.

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Factsheet

Factsheet

Blended World – Balanced

This portfolio has a range of investments with different risks, where equity holdings are limited to 70%. It aims to reduce investment risk by diversifying across regions and asset classes, and achieve a balance of capital protection and participation in equity market growth.

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Factsheet

Factsheet

Blended World – Balanced Plus

This portfolio has a range of investments with different risks, where equity holdings are limited to 80%. It aims to reduce investment risk by diversifying across regions and asset classes, and achieve a balance of capital protection and participation in equity market growth.

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Factsheet

Factsheet

Blended World – Adventurous

This portfolio maintains a bias towards higher volatility investments, with up to 90% invested in equity funds. It aims to diversify risk by investing across regions, and enhance returns through its asset allocation strategy and fund selections.

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Factsheet

Factsheet

Blended World – Adventurous Plus

This portfolio maintains a bias towards higher volatility investments, with up to 95% invested in equity funds. It aims to diversify risk by investing across regions, and enhance returns through its asset allocation strategy and fund selections. 

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Factsheet

Factsheet

Blended World – All Equity

This portfolio is designed for the most adventurous risk profile, with up to 100% invested in equity funds. It is unconstrained by selection criteria within the universe of available equity funds, and can make concentrated investments, use sector specific funds, and invest in any geographic region. As a high risk portfolio, its performance is expected to be volatile.

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Factsheet

Factsheet

Climate Action – Cautious Plus

The strategy is comprised of specialist, actively managed and passive tracker funds. This Cautious Plus portfolio is diversified across a mix of equities, fixed income and cash.

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Factsheet

Factsheet

Climate Action – Cautious

The strategy is comprised of specialist, actively managed and passive tracker funds. This Cautious portfolio is diversified across a mix of equities, fixed income and cash.

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Factsheet

Factsheet

Climate Action – Balanced

The strategy is comprised of specialist, actively managed and passive tracker funds. This Balanced portfolio is diversified across a mix of equities, fixed income and cash.

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Factsheet

Factsheet

Climate Action – Balanced Plus

The strategy is comprised of specialist, actively managed and passive tracker funds. This Balanced Plus portfolio is diversified across a mix of equities, fixed income and cash.

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Factsheet

Factsheet

Climate Action – Adventurous

The strategy is comprised of specialist, actively managed and passive tracker funds. This Adventurous portfolio is diversified across a mix of equities, fixed income and cash.

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Factsheet

Factsheet

Climate Action – Adventurous Plus

The strategy is comprised of specialist, actively managed and passive tracker funds. This Adventurous Plus portfolio is diversified across a mix of equities, fixed income and cash.

Download
Factsheet

Factsheet

Climate Action – All Equity

The strategy is comprised of specialist, actively managed and passive tracker funds. This All Equity portfolio is diversified across a mix of equities and cash.

Download
Factsheet

Factsheet

Future Leaders – Cautious

This portfolio maintains a bias towards lower volatility investments with equity holdings limited to 50%. It focuses on capital protection with a moderate participation in equity market growth, and aims to reduce investment risk by diversifying across regions and asset classes.

Download
Factsheet

Factsheet

Future Leaders – Cautious Plus

This portfolio maintains a bias towards lower volatility investments with equity holdings limited to 60%. It focuses on capital protection with a moderate participation in equity market growth, and aims to reduce investment risk by diversifying across regions and asset classes.

Download
Factsheet

Factsheet

Future Leaders – Balanced

This portfolio has a range of investments with different risks, where equity holdings are limited to 70%. It aims to reduce investment risk by diversifying across regions and asset classes, and achieve a balance of capital protection and participation in equity market growth.

Download
Factsheet

Factsheet

Future Leaders – Balanced Plus

This portfolio has a range of investments with different risks, where equity holdings are limited to 80%. It aims to reduce investment risk by diversifying across regions and asset classes, and achieve a balance of capital protection and participation in equity market growth.

Download
Factsheet

Factsheet

Future Leaders – Adventurous

This portfolio maintains a bias towards higher volatility investments, with up to 90% invested in equity funds. It aims to diversify risk by investing across regions, and enhance returns through its asset allocation strategy and fund selections.

Download
Factsheet

Factsheet

Future Leaders – Adventurous Plus

This portfolio maintains a bias towards higher volatility investments, with up to 95% invested in equity funds. It aims to diversify risk by investing across regions, and enhance returns through its asset allocation strategy and fund selections.

Download
Factsheet

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