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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.

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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.

‘Financial Lives 2020’ – does it have messages for savings and investment?

By Gillian Hepburn, UK Intermediary Solutions Director, Schroders

Embark Adviser newsletter

The FCA’s latest ‘Financial Lives’ survey report offers a deep insight into the ‘state of the nation’ and what we could do as an industry to move the dial.

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Building resilience into your decumulation investment proposition

By Geoff Brooks, CEO, Alpha Beta Partners

Embark Adviser newsletter

Retirement planning must be robust to meet the challenges which will be encountered over the next 20 years or more, for a client in decumulation.  It is not possible to predict stock, bond, property returns, inflation or other assets over such a long-time scale, particularly considering the likely occurrence of another black swan event.

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ESG ratings for fixed income: the Good, the Bad and the Ugly

By Grace Le, Fund Manager, Artemis

Embark Adviser newsletter

A growing number of people are looking at how we can contribute to addressing the world’s environmental and societal challenges. So it is of little surprise that there is increased scrutiny on how and where capital is deployed. Investors who are naïve enough to ignore these developments do so at their own peril.

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What’s ahead for China’s markets in the Year of the Ox?

By Hyomi Jie, Portfolio Manager (China Consumer Fund), Fidelity

Embark Adviser newsletter

China’s modern stock markets are only three decades young, but the Year of the Ox (or Bull) has so far managed to live up to its name for investors. The last lunar Year of the Ox, in 2009-2010, brought a 51% in the benchmark Shanghai Composite Index. The cycle before that, in 1997-1998, witnessed a 27% rally.

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Choosing to challenge yourself – mentoring

By Kate Webber, Founder WiAS Networking Group

Embark Adviser newsletter

A few years ago, I accepted a challenge and set up a women’s network called Women in Asset Servicing (WiAS).  I have enjoyed the experience and have been honoured to support women and men to discover what it means for them to be personally brave, how to properly assess skills and importantly to network.  WiAS’s work is now entering it’s next stage.

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New evidence of the value of advice

By Scott Sinclair, Embark Group

Embark Adviser newsletter

What does investor behaviour during the pandemic tell us about the value of advice? Are advisers’ views on virtual meetings shared by clients? Why should ad-hoc advice be a menu option for some firms?

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