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Articles by Peter Toogood, CIO, Embark Group

Peter Toogood, CIO, Embark Group

Peter launched The Adviser Centre in May 2014, whilst employed by City Financial He was co-founder of the original Forsyth-OBSR Ratings Service in 2002. He joined OBSR in 2008 and was responsible for establishing the firm’s fund advisory business as well as continuing to conduct manager research.

The end of Reaganomics

By Peter Toogood, CIO, Embark Group

Embark Adviser newsletter

This article may have a very grand title, but it serves to highlight the significance of a change to the very tapestry of economic policy-making that has guided central banks and governments since Ronald Reagan and Margaret Thatcher came to power in 1979/80.

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The 2020 rollercoaster and thoughts for 2021

By Peter Toogood, CIO, Embark Group

Embark Adviser newsletter

From the perspective of risk assets, 2020 provided us with both the heights of exuberance and the depths of despair - here are a few of the highs and lows from 2020... and what to expect in the new year.

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Where next for markets – echoes from the past

By Peter Toogood, CIO, Embark Group

Embark Adviser newsletter

2020 has certainly offered some unique challenges for those whose day job it is to try and assess markets in the Covid-19 netherworld in which we find ourselves. At times like this, it is vital to ground expectations about the prospects for returns against a sense of valuations today. 

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Value investing: dead or alive?

By Peter Toogood, CIO, Embark Group

Embark Adviser newsletter

Growth continues to trounce value, and the fear of a deep recession resulting from the pandemic has only reinforced the belief that economic growth remains elusive and that, therefore, corporate earnings will be scarce.

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The COVID-19 crisis: how have investment funds fared?

By Peter Toogood, CIO, Embark Group

COVID-19, Embark Adviser newsletter

Although there was no obvious deterioration in the default cycle for bonds (while US equities were expensive) there was a good chance that earnings would rise.  Indeed, risk assets started the year in a buoyant mood - then COVID-19 hit.

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Our review of Q1 in 2020

By Peter Toogood, CIO, Embark Group

Embark Adviser newsletter, General news

In our current extraordinary circumstances, it is hard to believe that the term “COVID-19” was unknown to us at the beginning of the quarter.  Risk assets may have started the year in relatively buoyant form, but the shadow of the coronavirus soon made its presence felt.

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