Cookie Settings


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

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.

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.

Japan from a distance

By Matthew Brett Brett, Investment Manager, Baillie Gifford

Embark Adviser newsletter

Here’s a funny thing: since the outbreak of the pandemic and bans on non-essential international travel, the quantity of our face-to-face interactions with Japanese companies has at times, increased. Is the quality of that engagement better or worse in the Zoom age?

Read more

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

By Gillian Hepburn, Head of UK Intermediary Solutions, 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.

Read more

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.

Read more

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.

Read more

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.

Read more

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.

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.