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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.

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Our thinking

Embark Investor Confidence Barometer

Our twice-annual survey of investor confidence, and the ONLY place advisers can compare and contrast the views of both advised and unadvised consumers on a range of issues. 3rd edition out now.

Managing investment risk in volatile markets

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

Addressing the retirement confidence gap

By Peter Docherty, Chief Executive Officer, Embark Platform

Embark Adviser newsletter

The client-adviser relationship can sometimes feel like walking a tightrope, with advisers offering a steadying hand as clients step towards their future. The end destination ought to be a comfortable and enjoyable retirement, but there are inevitably going to be difficult moments to navigate en route.

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VIDEO | 60/40 evolved: The rise of volatility managed funds

By Ross Fisher, Embark Group

Embark Adviser newsletter, Managing risk

Watch as Embark Investments Key Account Manager Neale Smith takes us through a short presentation on volatility manage funds.

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You can't avoid every pothole in the road

By Neil Birrell,Premier Miton Investors

Embark Adviser newsletter

As the atrocities perpetrated by the Russian forces in Ukraine unfold, there is some hope that the conflict may not be as open ended or as widespread as feared.

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Biodiversity Loss: The other systemic crisis

By Adrienn Sarandi, Head of ESG Strategy & Development, Janus Henderson Investors

Embark Adviser newsletter, ESG

Janus Henderson’s Adrienn Sarandi, Head of ESG Strategy & Development, and Bhaskar Sastry, ESG Content Manager, believe that biodiversity loss is a crisis that could have systemic impacts akin to climate change.

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UK banks: Time to reappraise this unloved sector?

By Ambrose Faulks, Equity Analyst, Artemis Fund Management

Embark Adviser newsletter

Investing in the UK’s banks has been a volatile experience in recent years; but Ambrose Faulks is optimistic on the outlook for the sector. He examines the factors he believes represent a sea change in prospects for the UK’s unloved banks.

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Data which helps investors keep a cool head in a crisis

By Duncan Lamont, Head of Strategic Research, Schroders

Embark Adviser newsletter

The upsetting scenes in Ukraine sent shockwaves through us all as individuals and also through global stock markets. However, as in all periods of crisis, investors should try avoid making rash decisions in the heat of the moment. Here is some historic data and analysis which can help you do just that.

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