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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.

Tax year end 2021: Planning opportunities in a unique year

By Scott Sinclair, Embark Group

Embark Adviser newsletter

The Covid-19 pandemic forced many clients to tweak their financial affairs this year. So, what planning opportunities are there ahead of the end of the 2020/21 tax year?

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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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The tail wagging the pension income dog

By Geoff Brooks, CEO, Alpha Beta Partners

Embark Adviser newsletter

The expected return of a typical investment strategy has a distribution which normally provides a positive return over time, but also carries a small but significant risk of suffering a big loss - known as a ‘left tail’ event.

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Closing Bell

By Steven Bell, Managing Director, Portfolio Manager & Chief Economist, Multi Asset Solutions

Embark Adviser newsletter

2020 will be forever remembered as the year of the virus with the fastest and deepest recession the world has ever seen.

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Technology: One world, two systems

By Chetan Sehgal, CFA, Executive Vice President, Templeton Asset Management Ltd

Embark Adviser newsletter

In recent years, international supply chains have come under mounting pressure. Even before COVID-19, a growing number of companies and countries were already looking to diversify away from a perceived excess dependence on China, borne from rising Chinese labor costs paired with escalating trade tensions with the United States.

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All I wanted for Christmas: a deal

By Richard Buxton, Head of UK Alpha strategy, Jupiter Asset Management

Embark Adviser newsletter

The agreement that has been reached may be as skinny as many had predicted it would be, but it is a deal all the same, and that is something UK equity investors should celebrate, argues Richard Buxton, Head of UK Alpha strategy at Jupiter Asset Management.

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