Cookie Settings

Insights

Below you will find the latest articles covering a wide range of issues and topics relevant to financial advisers. Articles are written by contributors from Embark’s businesses as well as other partners and providers and are not promotional or sponsored.

These articles are intended for regulated financial advisers and intermediaries only.

You can keep up-to-date by joining our mailing list to receive our monthly newsletter, Embark Adviser. Read our latest newsletter. To sign up, fill out our simple registration form below.

Sign up to Embark Adviser

Our thinking

Embark Investor Confidence Barometer

Exclusive to Embark: Our biannual survey of investor confidence, and the only place advisers can compare the views of peers, advised investors and unadvised investors

Find out more

Managing investment risk in volatile markets

A short series on managing investment risk in volatile markets. It includes articles, insights and tips to help you keep clients educated and informed.

Find out more

The Insider guide to drawdown

Approaches to drawdown are many, reflecting a wealth of possible strategies and a range of client needs. Here, we interview five adviser firms to get their insights on how they approach drawdown.

Find out more

Enabling SMEs to power more sustainable economic growth

By Liontrust

Embark Adviser newsletter

Jun 28, 2022

Ongoing innovation and a transition to a greener economy are integral to a more sustainable future, and a healthy pipeline of small and medium-sized enterprises (SMEs) remains an important driver of both.

Read more

LONG READ: Mid-Year Investment Outlook 2022 - Assessing recession risk

By Global Market Strategy Team, J.P. Morgan Asset Management

Embark Adviser newsletter

Jun 28, 2022

The economic outlook has deteriorated markedly since the start of the year. Lingering inflation concerns have been compounded by the spike in commodity prices following the tragic war in Ukraine and the supply chain problems arising from Covid lockdowns in China.

Read more

ESG and sustainable investing: navigating adverse weather systems

By Hamish Chamberlayne, CFA Head of Global Sustainable Equities and Portfolio Manager, Janus Henderson

Embark Adviser newsletter, ESG

Jun 28, 2022

Equity markets have faced stiff headwinds this year, and for ESG investing it has been a near perfect storm. The Russia/Ukraine conflict, rising inflation, slowing growth, central bank activity, and the lingering impact of the pandemic have created much uncertainty at a macroeconomic level.

Read more

The Insider guide to drawdown

By Nick Armet, Content Strategy Lead, Embark Group

Embark Adviser newsletter

Jun 28, 2022

Approaches to drawdown are many and varied, reflecting a wealth of possible strategies and a range of client needs. After speaking with Advisers, what's their secret to drawdown?

Read more

Investing for Drawdown: Three routes to multi-asset

By Scott Simpson

Embark Adviser newsletter

Jun 20, 2022

Phased retirement and longer life expectancy have helped to shift the focus of retirement investing away from a specific event date towards a more rounded approach centred around sustainabilty. As a result, our research reveals advisers are laser-focused on their clients’ growth and income needs over a longer timeframe that is informed by cashflow requirements, risk tolerance, and capacity for loss.

Read more

Positioning for a new regime

By Vivek Paul, Head of Portfolio Research and UK Chief Investment Strategist, BlackRock Investment Institute (BII)

Embark Adviser newsletter

May 25, 2022

We are now in a fundamentally different market regime from the one we’ve seen over the past decade – one propelled by higher supply-driven inflation and a more muted cumulative central bank response to such inflation.

Read more

Be the first to hear our latest insights

Sign up to our monthly newsletter, Embark Adviser, for first-rate analysis and opinion on all matters affecting financial advisers. You can unsubscribe at any time, and we promise never to pass your details to a third party.