Library - Equilibrium

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At Equilibrium we produce a variety of videos, articles and other publications to keep you up to date with the latest industry developments and company insights. Please use the drop down menus to help you find what you are looking for.

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Jul 27, 2020 by Neal Foundly

Investment newsletter – July 2020

Human instincts don’t always line up with the most logical conclusion. In this month’s newsletter, Investment Analyst Neal Foundly explores how human behaviour can influence markets and the investment world.

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InvestmentVideo

Investment panel discussion

Equilibrium Investment Manager, Mike Deverell, was joined by Nick Wood of Baillie Gifford, and Hugh Gimber of JP Morgan, for a live online investment panel. They shared their expert analysis on current markets, in light of the ongoing volatility surrounding the COVID-19 pandemic, along with their views on what the future holds.

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InvestmentVideo

Client briefing

Equilibrium’s Investment Manager, Mike Deverell will be providing expert insight and explaining how Equilibrium has reacted to recent volatility and our outlook on the future.

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IHT & estate planningArticle

Double dips and top tips

Whilst most clients appreciate the need to have a will in place, the importance of updating it regularly is often underestimated.

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About EquilibriumFinancial PlanningIHT & estate planningTax planningVideo

Online event: Inheritance tax and intergenerational planning

Access a recording of the IHT & intergenerational presentation presented by our Founder, Colin Lawson.

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InvestmentOtherVideo

Online event: COVID-19 – this time it’s different?

Access a recording of ‘COVID-19 – this time it’s different?’ where Equilibrium’s Founder, Colin Lawson, discussed how markets are reacting to COVID-19 and how it is shaping our investment process.

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About EquilibriumOtherVideo

Equilibrium: who we are, what we do and why we do it

At Equilibrium, we specialise in financial planning, tax mitigation and investment management – but so do plenty of other firms. So, what makes us different?

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