Quarterly investment report – October 2023 - Equilibrium

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    Quarterly investment report – October 2023

    Welcome to our new style of investment reporting, previously produced twice a year for our Equinox magazine, but now available online every quarter.

    We know just how important this information is to those who seek the finer detail therefore we want to provide you with the latest performance news at the right time in the right way.

    We hope you find it beneficial. We’ll be evolving the format over time and would welcome your feedback on what you value and what you’d like to see more of.

    Video series

    In this section, Mike discusses recent economic developments, specifically the extraordinary increase in interest and inflation rates which occurred in a very short space of time.

    Here Mike takes a look at the impact of what the economy has had on markets, in particular the asset classes we can invest in.

    The final video focuses on investment performance and the changes we have made within our own portfolios to adapt to potential opportunities

    Quarterly factsheets archive

    Explore the archive of the IFSL Equilibrium portfolio quarterly factsheets.

    View archive

    Long-term investment assumptions (2023)

    Every year we carry out a review of the likely long-term returns of the main asset classes we invest in.

    View our latest report
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