Quarterly investment report - July 2024 - Equilibrium

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    Quarterly investment report – July 2024

    This quarter, Investment Manager, Mike Deverell, examines more closely how different asset classes have performed, how this has affected our portfolios, and what the future holds given the upcoming US election later in the year.

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    Video series

    Economy

    In the first of three updates, we focus on the economy and how, particularly over the last few years, this has affected many of the asset classes that we invest in.

    Markets

    In this second video, we take a look at markets and the various asset classes that we invest in.

    Portfolios

    In our final video, we look at the impact of both the economy and markets on the Equilibrium portfolios and how we have been positioning them in the current environment.

    IFSL Equilibrium portfolio - monthly factsheets

    To see the most recent positioning of the funds, please click the relevant link below.

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