Investing with EQ

Investment techniques have evolved dramatically over the last fifty years and markets have never been so competitive, so generating good returns consistently is more difficult than ever. EQ is a discretionary investment manager who can take away the hassle of constantly reviewing markets and ensuring that portfolios are optimised.

How we invest

The EQ investment process has been designed to reflect the best practices of investment managers around the world.

1. Asset Allocation

This step is based on evaluating which markets offer the best value ...more

2. Fund Selection

We build our portfolios around funds (find out why). Our team use sophisticated techniques to identify the very best managers in each sector ...more

3. Portfolio Construction

Building a portfolio has some similarities to creating a recipe - the ingredients must be good but also combine well together ...more

4. Monitoring & Rebalancing

Investment markets are changing constantly. Portfolio managers need to be alert for the need to rebalance to take account of new circumstances and to rebalance following large market movements ...more

Investment tips

Active or passive funds?
Actively managed funds rely on exploiting inefficiencies in markets. This is harder to achieve in some areas, especially when investing in the largest quoted companies where there is a multitude of high quality research available. ...more
Market timing is futile
Academic studies have demonstrated that even for professional investors a strategy of trying to second guess market moves is unlikely to be successful. ...more

EQ Investment Services

EQ provides discretionary investment management services to clients ranging from those with a few thousand pounds to those with tens of millions. Find out how EQ can help you with your money.

10 Common Errors

Investing successfully is difficult and time consuming. In this guide EQ illustrates some simple errors made my many investors that can have a big impact on returns.

Our current views

Cash

We are holding higher levels of cash than normal. ...more

UK

The UK economy slowed at the start of the year. Political instability has constrained investment and growth is now being almost exclusively driven by consumer spending. ...more

Europe

European equities have moved from the least to most attractive developed world market in the last 18 months. The European growth story has become a consensus market view very quickly and we are wary of excessive investor optimism. ...more

North America

Investors continue to question whether Donald Trump really can deliver on his campaign trail promises. This is damaging investor sentiment towards US equities. ...more

Japan

We have a positive view on Japanese equities. Years of economic hardship will take some time to get over but there are signs of positivity in the Japanese economy. Corporates are benefiting from this as demonstrated by strong earnings growth. ...more

Asia Pacific

Reasonable global growth and steady US rate hikes create a good climate for Asian equities. ...more

Emerging Markets

We are cautious about the commodity reliance of some Latin American economies so are reducing our exposure. ...more

Bonds

We still hold a slightly negative view on government bonds, and remain mildly positive on high yield bonds. ...more

Property

Our view on property is broadly neutral. ...more

Commodities

We have limited exposure to energy equities. ...more

Alternatives

We are overweight alternatives, mainly due to our negative views on other asset classes. ...more