Keeping you up to date on all the latest news and updates from Equilibrium.
Items from over 12 months ago can be accessed in the archive here.
Key takeaways: ESG – discover the future of investing
Environmental, social and governance (ESG) has been on the rise for years now, with more and more companies shifting to a greener approach. But how do we incorporate ESG factors into our portfolios, and how does this affect both risk and returns?
Higher or lower?
Next week’s investment newsletter will delve into the debate around inflation. In the meantime, here’s a taster of some of the pros and cons.
Investment planning and management advice
At Equilibrium, we understand how important it is to our clients to maintain their lifestyle whilst also being able to plan for the future, provide for their children and look forward to the things that make life special.
The rule of 72
A question many investors like to ask is, “how long could it take for my investment to double?” Whilst we always explain to our clients that this is not our precise aim at Equilibrium, it is an important number to many investors that we can try to answer as mathematically as possible. This is where the rule of 72 comes in.
Equilibrium announces launch of new defensive fund
Shortly after the launch of its global equity fund in 2020, Equilibrium Investment Management – sister company to Equilibrium Financial …