• Investment

Investment insights November 2025

At our recent event, Investment Manager Mike Deverell and Portfolio Manager Harry Topping discussed investment performance in 2025

Laura
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The Pulse
The Pulse
  • Investment

The Pulse – November 2025

Is the AI boom fuelling a tech bubble – or just the start of something bigger?

Laura
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  • About Equilibrium
  • Financial Planning
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Equinox – Autumn 2025

Discover the special anniversary edition of Equinox, celebrating thirty years of progress and the powerful relationships that have shaped our journey.

Equilibrium
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  • Investment

Quarterly investment report – October 2025

Laura
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  • Investment

Taking AIM

Sam Patterson
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  • Investment

Crafting niche portfolios

Neal Foundly
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  • Investment

Quarterly investment report – July 2025

Laura
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  • Investment

Investment bonds – a new world of opportunity

Andrew Houghton
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  • About Equilibrium
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Equinox – Spring 2025

In this edition, you’ll find a variety of expert articles addressing the latest impact on pensions, the opportunities presented by investment bonds, as well as innovative approaches to estate planning, and much more.

Equilibrium
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  • About Equilibrium
  • Investment

Driving down costs

Mike Deverell
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  • Investment

Quarterly investment report – April 2025

Laura
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Dark room full of barrels
  • Cyber security
  • Investment

Risky whisky!

Mark Barlow
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  • Investment

Investment bulletin on Trump’s trade tariffs

Mike Deverell
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  • About Equilibrium
  • Investment
  • News

Staying informed on your investments

Mike Deverell
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  • Investment

Cloudy with a chance of good returns

Neal Foundly
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  • About Equilibrium
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  • Investment

The clue is in the name. Or is it?

Mark Barlow
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  • Investment

Festive regrets

Mark Barlow
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  • Investment

Finding the right mix is key

Nathan Lingham
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  • Investment

Quarterly investment report – January 2025

Laura
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  • Investment

Santa rally or sleighed stock markets?

Mark Barlow
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The Pulse
The Pulse
  • Investment

The Pulse – November 2024

This month, Investment Manager, Mike Deverell, examines how the market’s comparatively calm response to the Autumn Budget, contrasts with the effects on US stock prices following the US Presidential Election.

Mike Deverell
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  • Investment

Blooming markets!

Mark Barlow
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  • Financial Planning
  • IHT & estate planning
  • Investment

Changing times

Debbie Jukes
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  • About Equilibrium
  • Cyber security
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Equinox – Autumn 2024

In a constantly changing world, staying informed and making smart financial choices is more important than ever. Inside, you’ll discover a variety of insightful and informative articles designed to help you confidently navigate today’s financial landscape.

Equilibrium
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  • Investment

Inside the world of high-yield bonds

Nathan Lingham
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  • Investment

Quarterly investment report – October 2024

Laura
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  • Investment

Going against the herd

Mike Deverell
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  • About Equilibrium
  • Investment

Trust me, I’m a Portfolio Manager

Neal Foundly
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  • Investment

AIM – on sale!

Neal Foundly
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  • Investment

Quarterly investment report – July 2024

Laura
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  • About Equilibrium
  • Financial Planning
  • Investment

Quintessentially Equilibrium

Mark Barlow
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  • Investment

The power of compounding

Mark Barlow
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  • About Equilibrium
  • Investment

Electing to invest

Mark Barlow
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  • About Equilibrium
  • Financial Planning
  • Financial Wellbeing

Money equals happiness, or does it?

Haydn Barlow
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  • About Equilibrium
  • Investment

Controlling the narrative?

Mike Deverell
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  • About Equilibrium
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Equinox – Spring 2024

This edition of Equinox delves deeper into the world of investing. Here, we share the thought process undertaken by our investment team, the ‘how’ and ‘why’ behind their fund selection, and the golden rules with which they steer by – it’s no mean feat!

Equilibrium
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  • Investment

Quarterly investment report – April 2024

Laura
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  • Investment

Take a walk down Bond St.

Mike Deverell
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  • Investment

A response-able investor?

Rachel Griffiths
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  • Investment

Quarterly investment report – January 2024

Laura
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  • Investment

Long-term inflation drivers

Mike Deverell
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  • Investment

The ‘Magnificent Seven’ – a cautionary tale

Colin Lawson
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  • Investment

Taiwan’s fragile state

Neal Foundly
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  • About Equilibrium
  • Investment

Investment reporting and poking the Chimp

Mike Deverell
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  • About Equilibrium
  • Charity
  • Cyber security

Equinox – Autumn 2023

In this issue of Equinox, we focus on the expansion of the Equilibrium experiences following the success of our masterclasses that we launched earlier this year.

Equilibrium
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  • Investment

How to get 7.5% p.a. very simply?

Mike Deverell
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  • Investment

Quarterly investment report – October 2023

Laura
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  • Investment

Market update – July 2023

Equilibrium
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  • About Equilibrium
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Equinox – Spring 2023

In this issue of Equinox, we take a closer look at the experiences we offer as part of our client-led service and the first two topics of our latest evolution – the masterclass series.

Equilibrium
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  • Investment

Market update – April 2023

Equilibrium
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Under the bonnet
Under the bonnet
  • IHT & estate planning
  • Investment
  • Tax planning

Under the bonnet: The Alternative Investment Market – it’s a relief

Neal Foundly
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  • Investment

It’s all about confidence

Mike Deverell
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  • Investment

The road to recovery is winding

Colin Lawson
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  • Investment

Market update – February 2023

Equilibrium
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  • Financial Planning
  • Investment

Legislation change….helping not hindering the investor

Sarah Hammond
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  • Investment

2022 – The year in charts

Mike Deverell
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  • Investment
  • Other

A review of our platforms

Equilibrium
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  • Financial Planning
  • Investment

Insignis – our new cash management solution

Equilibrium
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  • About Equilibrium
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Equinox – Autumn 2022

This issue explores the concept of financial wellbeing and features advice from business professionals on how to live a life that brings you joy, based on your own values, beliefs, and objectives. It's not about how much you have, but rather what you do with it.

Equilibrium
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  • Investment

Market update – November 2022

Equilibrium
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  • Investment

Investment bulletin on the “mini-Budget”

Mike Deverell
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  • Investment

Market update – July 2022

Equilibrium
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  • Investment

Short-term pain for long-term gain

Mike Deverell
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  • Financial Planning
  • Investment

Keep calm and don’t panic

Paul Farrugia
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  • About Equilibrium
  • Charity
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Equinox – Spring 2022

In this issue, we explore topics centred around empowering you to live the life you want, look after those you love and leave a powerful legacy.

Equilibrium
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  • Investment

Investment briefing – April 2022

Equilibrium
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  • Financial Planning
  • Investment

Risk and sex

Equilibrium
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  • Financial Planning
  • Investment

The rollercoaster, ice swan and turkey farm

Andy Baker
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  • Investment

The rhino bond

Joe Smith
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  • Investment

Investment panel: opportunity in volatility

Equilibrium
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  • Investment

Investment briefing – January 2022

Equilibrium
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  • Financial Planning
  • Investment
  • Tax planning

VCT conveyor belt – a new string to your retirement bow

Ben Rogers
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  • Investment

Seed Capital – Investing in Forestry

Neal Foundly
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  • Investment

The pulse – December 2021

Equilibrium
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  • Investment

Investment newsletter – November 2021

Mike Deverell
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  • Investment

Market update – November 2021

Equilibrium
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  • About Equilibrium
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Equinox – autumn 2021

This issue uncovers why your bank account should come with a warning, how to achieve high performance as well as delving into ‘horizon planning’, our brand-new method of financial planning to ensure you can live the life you want.

Equilibrium
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  • Investment

Investment briefing – October 2021

Equilibrium
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  • Investment

Market update – October 2021

Mike Deverell
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  • Investment

Investment newsletter – October 2021

Neal Foundly
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  • Investment

Market update – September 2021

Equilibrium
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  • Investment

Investment newsletter – September 2021

Mike Deverell
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  • Investment

In a nutshell: quantum computing

Neal Foundly
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  • Investment

Market update – August 2021

Equilibrium
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  • Investment

Investment newsletter – August 2021

Equilibrium
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  • Investment

Investment panel: inflation – a new era?

Equilibrium
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  • Investment

Investment briefing – July 2021

Equilibrium
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  • Investment

Market update – July 2021

Equilibrium
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  • Investment

Investment newsletter – July 2021

Mike Deverell
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  • Investment

Investment panel debate: Investing in a post-COVID world

Equilibrium
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  • Investment

Investment newsletter – June 2021

Mike Deverell
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  • Investment

Market update – June 2021

Mike Deverell
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  • Investment

In a nutshell: blockchain

Neal Foundly
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  • Investment

Market update – May 2021

Mike Deverell
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  • Investment

Investment newsletter – May 2021

Mike Deverell
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  • About Equilibrium
  • Investment

ESG: Discover the future of investing

Mike Deverell
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  • Investment
  • Other

Restoring the UK’s financial health

Neal Foundly
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  • About Equilibrium
  • Investment

A new horizon

Equilibrium
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  • About Equilibrium
  • Charity
  • Financial Planning

Equinox – spring 2021

This issue uncovers why your bank account should come with a warning, how to achieve high performance as well as delving into ‘horizon planning’, our brand-new method of financial planning to ensure you can live the life you want.

Equilibrium
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  • Investment

In a nutshell: artificial intelligence

Neal Foundly
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  • Investment

Client briefing – April 2021

Equilibrium
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  • Investment

Market update – April 2021

Mike Deverell
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  • Investment

Investment newsletter – April 2021

Mike Deverell
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  • Investment
  • Other

ESG – Discover the future of investing

Equilibrium
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  • Investment

Market update – March 2021

Mike Deverell
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  • Investment

Investment newsletter – March 2021

Mike Deverell
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  • Investment

Investment panel

Equilibrium
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  • Investment

Investment newsletter – February 2021

Mike Deverell
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  • Investment

Client briefing – January 2021

Equilibrium
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  • Investment

Investment newsletter – January 2021

Mike Deverell
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  • Investment

Market update – January 2021

Mike Deverell
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  • Investment
  • Other

Switched on

Neal Foundly
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  • Investment

Market update – December 2020

Mike Deverell
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  • Investment

Investment newsletter – December 2020

Mike Deverell
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  • Investment

Investment newsletter – November 2020

Mike Deverell
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  • Investment

Market update – November 2020

Mike Deverell
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  • About Equilibrium
  • Charity
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Equinox – autumn 2020

This edition explores a range of topics including the important role of culture in a business, how to deal with the current uncertainty in the world & why we’re setting fire to our investment process!

Equilibrium
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  • About Equilibrium
  • Investment

Project Phoenix

Mike Deverell
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  • Investment
  • Other

Safe as houses?

Colin Lawson
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  • About Equilibrium
  • Investment

COVID-19 & market updates – October 2020

Equilibrium
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  • Investment

Market update – October 2020

Mike Deverell
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  • Investment

Investment newsletter – October 2020

Mike Deverell
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  • Investment
  • Other

Human doings… how are we all feeling?

Equilibrium
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  • About Equilibrium
  • Financial Planning
  • Investment

Human doings video series

Equilibrium
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  • Investment
  • Other

COVID-19 – it’s time to take control of your financial future

Equilibrium
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  • Investment

Investment newsletter – September 2020

Mike Deverell
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  • Investment

Market update – September 2020

Mike Deverell
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  • Investment

Market update – August 2020

Mike Deverell
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  • Investment

Investment newsletter – August 2020

Mike Deverell
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  • Investment

Sifting for gold

Neal Foundly
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  • Investment

Investment panel discussion

Equilibrium
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  • Investment

Client briefing

Equilibrium
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  • Investment

Investment newsletter – July 2020

Neal Foundly
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  • Investment

Investment newsletter – June 2020

Equilibrium
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  • Investment
  • Other

Successful lifetime investing

Colin Lawson
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  • Investment

An investment conversation with Steve Eisman

Equilibrium
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  • Financial Planning
  • Investment

Long term planning and short term uncertainty

Ben Rogers
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  • Investment

Investment newsletter – May 2020

Mike Deverell
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  • Investment

Investment panel discussion – May, 2020.

Equilibrium
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  • About Equilibrium
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Equinox – spring 2020

This edtition discusses a range of topics including how to keep your financial plan shipshape, the shift in corporations towards a more philanthropic future, and we have also included a sneak peek of our new offices.

Equilibrium
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  • Investment

Global equity strategy

Mike Deverell
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  • Investment

Client briefing

Equilibrium
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  • About Equilibrium
  • Investment

Four factor focus

Colin Lawson
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  • Investment

Investment panel

Equilibrium
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  • Investment

Investment newsletter – April 2020

Neal Foundly
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  • Investment

Danger ahead: lifestyle investing

Neal Foundly
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  • About Equilibrium
  • Investment

Managing your investments brochure

Equilibrium
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  • About Equilibrium
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Equinox – autumn 2019

Equinox is the half yearly investment magazine from Equilibrium that provides expert commentary and analysis of the economy and financial world. Alongside providing an overview of investment funds and asset performance, it also delves into a range of current topics such as the widening wealth gap, ethical investing and even travel!

Equilibrium
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  • Investment

The Attenborough effect

Mike Deverell
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  • Financial Planning
  • Investment

Future fortunes

Debbie Jukes
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  • About Equilibrium
  • Charity
  • Financial Planning

Equinox – spring 2019

Equinox is the half yearly investment magazine from Equilibrium that provides expert commentary and analysis of the economy and financial world. Alongside providing an overview of investment funds and asset performance, it also delves into a range of current topics.

Equilibrium
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  • About Equilibrium
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Equinox – autumn 2018

Equinox is the half yearly investment magazine from Equilibrium that provides expert commentary and analysis of the economy and financial world. Alongside providing an overview of investment funds and asset performance, it also delves into a range of current topics.

Equilibrium
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  • About Equilibrium
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Equinox – spring 2018

Our most comprehensive publication is Equinox, available every 6 months; it includes performance from Equilibrium portfolios along with various articles which highlight topics from the finance and business sectors.

Equilibrium
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Equinox – autumn 2017

Equinox is the half yearly investment magazine from Equilibrium that provides expert commentary and analysis of the economy and financial world. Alongside providing an overview of investment funds and asset performance, it also delves into a range of current topics.

Equilibrium
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  • Investment

Investment for Millennials

Ben Rogers
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  • About Equilibrium
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Equinox – spring 2017

Equinox is the half yearly investment magazine from Equilibrium that provides expert commentary and analysis of the economy and financial world. Alongside providing an overview of investment funds and asset performance, it also delves into a range of current topics.

Equilibrium
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  • About Equilibrium
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  • Other

Equinox – autumn 2016

Equinox is the half yearly investment magazine from Equilibrium that provides expert commentary and analysis of the economy and financial world. Alongside providing an overview of investment funds and asset performance, it also delves into a range of current topics.

Equilibrium
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  • About Equilibrium
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Equinox – spring 2016

Equinox is the half yearly investment magazine from Equilibrium that provides expert commentary and analysis of the economy and financial world. Alongside providing an overview of investment funds and asset performance, it also delves into a range of current topics.

Equilibrium
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  • About Equilibrium
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Equinox – autumn 2015

Equinox is the half yearly investment magazine from Equilibrium that provides expert commentary and analysis of the economy and financial world. Alongside providing an overview of investment funds and asset performance, it also delves into a range of current topics.

Equilibrium
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  • About Equilibrium
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Equinox – spring 2015

Equinox is the half yearly investment magazine from Equilibrium that provides expert commentary and analysis of the economy and financial world. Alongside providing an overview of investment funds and asset performance, it also delves into a range of current topics.

Equilibrium
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  • About Equilibrium
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Equinox – autumn 2014

Equinox is the half yearly investment magazine from Equilibrium that provides expert commentary and analysis of the economy and financial world. Alongside providing an overview of investment funds and asset performance, it also delves into a range of current topics.

Equilibrium
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  • About Equilibrium
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Equinox – spring 2014

Equinox is the half yearly investment magazine from Equilibrium that provides expert commentary and analysis of the economy and financial world. Alongside providing an overview of investment funds and asset performance, it also delves into a range of current topics.

Equilibrium
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  • About Equilibrium
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Equinox – autumn 2013

Equinox is the half yearly investment magazine from Equilibrium that provides expert commentary and analysis of the economy and financial world. Alongside providing an overview of investment funds and asset performance, it also delves into a range of current topics.

Equilibrium
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  • About Equilibrium
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Equinox – spring 2013

Equinox is the half yearly investment magazine from Equilibrium that provides expert commentary and analysis of the economy and financial world. Alongside providing an overview of investment funds and asset performance, it also delves into a range of current topics.

Equilibrium
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  • About Equilibrium
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Equinox – autumn 2012

Equinox is the half yearly investment magazine from Equilibrium that provides expert commentary and analysis of the economy and financial world. Alongside providing an overview of investment funds and asset performance, it also delves into a range of current topics.

Equilibrium
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  • About Equilibrium
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  • IHT & estate planning

Equinox – spring 2012

Equinox is the half yearly investment magazine from Equilibrium that provides expert commentary and analysis of the economy and financial world. Alongside providing an overview of investment funds and asset performance, it also delves into a range of current topics.

Equilibrium
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Events

event masterclass the care conundrum
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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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10:00 – 12:00
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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10:00 – 12:00
Wilmslow
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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 – 12:00
Wilmslow
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event masterclass law in order lasting power of attorney
  • 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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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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