2025 proved to be an exceptional year for our portfolios, delivering results that met or exceeded long-term expectations. Global markets surged, with UK, European, and Emerging Market equities posting gains of over 20%, while bonds provided steady mid-single-digit returns. Our Balanced portfolio achieved a robust 9% return despite a cautious stance, underscoring the strength of our risk-managed approach.
Our latest quarterly investment report dives into the details behind these impressive figures, including 10-year performance comparisons, sector outperformance, and insights into why we favoured fixed interest over equities in a high-valuation environment. It also explores our forward-looking strategy which balances opportunity with risk.
In the first of two videos, we take a look at what has been happening in the global economy and in some of the various different asset classes we may wish to invest in.
In the second video, we look at how portfolios have performed and what’s been driving some of those returns.
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