Investment Insights - Equilibrium

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Existing clients: 0161 486 2250

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Existing clients: 0161 486 2250

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    Investment Insights

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        Investment | Market update

        Upcoming Events

        09:45 – 11:30
        Wilmslow Conference Centre
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        Investment Insights

        Come to our next Investment Insights, where Investment Manager, Mike Deverell, will be joined by Equilibrium’s Portfolio Managers, Neal Foundly and James Carr. This is a morning not to be missed as we bring you the latest news on Trump, tariffs, markets and more.   

        As usual, Mike and the team will explain the actions that Equilibrium has taken within portfolios, as well as providing an investment update for clients. 

        The presentation will close with a Q&A session, where you will have the opportunity to ask the burning questions on your mind. Please let us know in advance if there is a specific topic or question you would like us to cover by emailing askus@equilibrium.co.uk.  

        Itinerary 

        Arrival and refreshments: 09:45 – 10:15am

        Presentation: 10:15 – 11:15am

        Q&A: 11:15 – 11:30am

        Why attend?

        You will discover:

        • Equilibrium’s insight into the current economy and the impact on markets.
        • The latest news on Trump and US trade policy.
        • What returns you can expect from various asset classes over the long term.
        • The drivers of those returns.
        • Which markets currently look great value and those which appear expensive.
        • The actions Equilibrium has taken in our portfolios.

        Your friendly experts

        Speaker image

        Mike Deverell

        Partner and Investment Manager Equilibrium's Investment Manager since 2008, Mike's passion is in simplifying the complex and communicating common sense investment principles in plain English.
        Speaker image

        Neal Foundly

        Portfolio Manager With over 30 years’ experience in managing investments, Neal has been intrinsic to our fund launches and growing assets under management.   
        Speaker image

        James Carr

        Portfolio Manager Since joining Equilibrium in 2018, James applies his expertise to research new and existing opportunities for client portfolios and helping to manage our funds on a day-to-day basis.

        Location

        Wilmslow Conference Centre, Wilmslow Way, Handforth, Wilmslow SK9 3PE
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        Upcoming Events

        09:45 – 11:30
        Wilmslow Conference Centre
        Book your place
        Find out when new events are added by joining our mailing list
        Sign Up
        Share

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