Find the right defensive income
Filed under:EQ in the newsFriday, November 9, 2018
EQ's Kasim Zafar on why picking the right type of income fund could increase your downside protection. Read more
Newsroom
EQ features regularly in the mainstream media and in trade publications: here is a selection of recent articles featuring commentary by the team.
ESG is great, but impact cuts the mustard
Filed under:EQ in the newsFriday, November 9, 2018
With $5-7 trillion of investment needed yearly to solve the 17 most urgent global issues by 2030, EQ's Louisiana Salge explains how companies like Unilever are discovering the rewards of impact investing Read more
Should you be investing in AI?
Filed under:EQ in the newsThursday, November 8, 2018
EQ Portfolio Manager Kasim Zafar, contributes to this article discussing artificial intelligence (AI) - one of the investment buzzwords of the moment. Read more
Financial Planners brand new probate charges ‘extortionate’
Filed under:EQ in the newsTuesday, November 6, 2018
Head of Technical, Dan Atkinson is quoted on the announcement that the cost of securing legal control over a deceased's estate will soar next April. Read more
Six ways the self employed can boost their pension
Filed under:EQ in the newsTuesday, November 6, 2018
Dan Atkinson, head of technical at EQ said saving regularly is key, “but for the self-employed, it’s not until the end of their trading year that they know what their profits will be and therefore how much they can put into a pension”. Read more
In-house investments proving dominant despite DFM pressure
Filed under:EQ in the newsFriday, November 2, 2018
EQ Investors director Jeannie Boyle says her business has a team of 10 investment management staff who manage investment decisions between the firm’s advisers and external fund managers. Read more
Money Makeover: ‘I’ve gone from being homeless to owning a £2m business – how do I prepare for retirement?’
Filed under:EQ in the newsThursday, November 1, 2018
EQ's Jeannie Boyle, advises a Telegraph reader looking to prepare for retirement. Read more
Client reporting moves to a new level
Filed under:EQ in the newsThursday, November 1, 2018
For clients investing in socially responsible portfolios, an important measure of value is likely to be the environmental and social impact that their investments are actually delivering. Read more
A closer look at impact investing
Filed under:EQ in the newsWednesday, October 31, 2018
EQ's Head of Impact Investing, Damien Lardoux explores the growth of impact investing in this article for FT Adviser. Read more
Halloween: 15 fund selectors’ horror stories
Filed under:EQ in the newsWednesday, October 31, 2018
EQ Investment Manager, Daniel Bland shares what's scaring him the most in the investment world at the moment. Read more
The Times: How to cope with the stock market fear factor this Hallowe’en
Filed under:EQ in the newsFriday, October 26, 2018
EQ provides a tip for investors concerned about recent stock market jitters. Read more
The 2018 New Model Adviser Top 100 2018
Filed under:EQ in the newsThursday, October 25, 2018
EQ has been named in New Model Adviser’s annual top 100. The list recognises the top 100 financial planning firms in the UK. Read more
Ask an Expert: ‘Will my daughter pay inheritance tax on my bequeathed pension pot as she lives in Australia?’
Filed under:EQ in the newsWednesday, October 24, 2018
EQ's Jeannie Boyle advises a Telegraph reader concerned about inheritance tax. Read more
EQ Workplace appoints new pensions account manager
Filed under:EQ in the newsWednesday, October 24, 2018
EQ Workplace has appointed Martin Leigh as its new corporate pensions & risk benefits account manager. Read more
What is the purpose of Financial Planning?
Filed under:EQ in the newsWednesday, October 24, 2018
EQ's Dan Atkinson explains. Read more
Ethical investing. Fad or the future?
Filed under:EQ in the newsSaturday, October 20, 2018
In Boring Money's first report into ethical investing in association with The Times, they recommend the EQ Positive Impact Portfolios for investors. Read more
