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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Building resilience into your decumulation investment proposition
Mar 11, 2021
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
Mar 11, 2021
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?
Mar 11, 2021
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
Mar 11, 2021
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
Feb 25, 2021
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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Helping advisers manage investment risk
Feb 10, 2021
Even seasoned investors were spooked by the market turbulence of the last 12 months, but who can blame them, when global stocks had their best and worst sessions in a decade on consecutive days, as they did a little under a year ago?
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