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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. 2nd 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.

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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Multi-asset fund or Model portfolio?

By Gillian Hepburn, UK Intermediary Solutions Director, Schroders

Embark Adviser newsletter

What does your Centralised Investment Proposition (CIP) look like? Following the introduction of the PROD regulations in January 2018, many financial advisers reviewed their client segmentation and then ensured that appropriate products and services were being delivered to their client groups... but are all bases covered?

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Canaccord unveils new ESG portfolios on Embark Platform

By Ross Fisher, Embark Group

Embark Group news, General news, Press Release

Canaccord Genuity Wealth today launches an Environmental, Social and Governance (ESG) portfolio range available on Embark Platform.

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