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Welcome to our latest Quarterly Investment Report.

In this edition, we look at how recent geopolitical events have influenced markets, why AI continues to be a major driver of investor sentiment, and what increasing market concentration could mean for future returns.

We also review recent portfolio performance and explain how our investment approach has helped navigate a period of heightened uncertainty.

Download the full report or watch the videos below for our latest market insights and outlook.

Download here

July 2026

Economy and Markets

In the first of two videos, we take a look at the latest developments in the economy and markets.

Portfolios

In our second video, we look at the impact on portfolio performance and positioning in light of these market conditions.

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Crown Green Bowling

A relaxed crown green bowling event bringing clients together for friendly competition in a sociable informal setting.

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Cyber Security

In this digital age, we’re all connected more than ever, making it even more crucial to ensure our online experiences are safe and secure. Join us for a masterclass and discover the most effective ways to protect yourself online.

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10:00 – 11:30
Wilmslow
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Lasting Power of Attorney

Part of our Law in Order series, this masterclass will provide you with step-by-step guidance on how to create a power of attorney document yourself.

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12:15 – 14:30
Wilmslow
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The Care Conundrum

Here, we will take you through the different stages of care and share real-life client stories so you can see how this works in practice.

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  • Investment

Investment Insights

Markets move fast. The world moves faster. Join Mike Deverell, Nathan Lingham and Harry Topping at our next Investment Insights as they cut through the noise and tell you exactly what it all means for your money.

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Padel

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Rapid Responsibility

Financial expert, Ben Harrison, will provide a gentle introduction to the world of financial planning and investment by sharing his expertise and insights.

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  • Masterclass

Right People, Right Money, Right Time

How can your money benefit your loved ones when they need it most? In this compelling masterclass, Financial Planner Ben Rogers will share transformative strategies to create life-changing outcomes for your loved ones, while potentially saving significant amounts of tax in the process.

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© Equilibrium Financial Planning.
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Equilibrium is a trading style of Equilibrium Financial Planning LLP (Limited Liability Partnership) and Equilibrium Investment Management LLP. Equilibrium Financial Planning LLP (OC316532) and Equilibrium Investment Management LLP (OC390700) are authorised and regulated by the Financial Conduct Authority and are entered on the financial services register under references 452261 and 776977 respectively. Registered Office: Ascot House, Epsom Avenue, Handforth, Wilmslow SK9 3DF. Both companies are registered in England and Wales.

The information contained in this website should not be looked upon as advice or recommendation, clients should seek appropriate guidance from their financial planner. The value of your investments can fall as well as rise and are not guaranteed. Investors may not get back the amount originally invested. The FCA regulates advice which we provide on investment and insurance business; however it does not regulate advice which we provide purely in respect of taxation matters.
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