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.

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China, the US, and the three-body problem: US-China relations and lessons from history

By William Scholes, Co-Fund Manager, Emerging Markets Sustainable Fund, Premier Miton

Embark Adviser newsletter

The United States’s policy toward China is sometimes described as comprising three parts: the co-operative, the competitive and the adversarial. Each is distinct and influences overall policy toward China. What about predicting the movement of these three influential bodies? Is there a pattern, and so a historical precedent? Is that pattern one that repeats, or does it evolve? Or are we observing chaos?

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Explorer in Japan: Sustainability and digitalisation

By Aaron Scully, Janus Henderson Investors

Embark Adviser newsletter

Aaron Scully, Global Sustainable Equities portfolio manager at Janus Henderson Investors, took a trip to Japan to learn more about the companies that operate there as well as its economic and political climate.

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Are emerging markets ready for a resurgence?

By Devan Kaloo, Global Head of Public Markets, Abrdn

Embark Adviser newsletter

Devan Kaloo, Global Head of Private Markets at Abrdn, explains why they believe there are compelling reasons to invest in emerging markets.

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Bonds: Finding value in a lopsided world

By Paul Wilkinson

Embark Adviser newsletter

Mark Nash, Huw Davies and James Novotny discuss the divergence in monetary policy between the US and Europe and how that’s creating opportunities in the bond markets.

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When rising rates bite

By Johanna Kyrklund, Schroders

Embark Adviser newsletter

With companies and markets still adjusting to the reality of higher interest rates, it has been a volatile start to 2023. The latest CIO Lens gauges how investors around Schroders are approaching this new era.

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Thematic opportunities in a new regime

By Richard Bullock, Newton Investment Management

Embark Adviser newsletter

Last year ushered in a new investing regime, driven by three key global events, says Newton macro and geopolitical analyst Richard Bullock, and while creating volatility, he believes these events have also generated investment opportunities.

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