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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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BlackRock: Why UK equities? Why not?

By Embark Group Administrator

Embark Adviser newsletter

As UK equity investors we often allude to the attractions of the UK equity market for long term investors. Despite key attractions, the UK market has certainly faced its fair share of challenges over recent years, and has underperformed global equity markets more broadly. BlackRock believe that now could be the time for investors to seriously consider the opportunity offered by the UK.

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Zettabytes of cash - is it time to rethink data?

By Harry Waight, Portfolio Manager, BMO General Asset Management

Embark Adviser newsletter

People have competed since time immemorial for resources or precious commodities. But throughout much of history, those most sought after were physical. Today perhaps the most precious resource of all is one you can’t even lay your hands on: data. And some of the largest, most profitable companies ever built specialise in collecting, moving, storing, studying and deriving insight from this data. They sit on digital goldmines.

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Real Return: why copper is king

By Suzanne Hutchins, Investment leader, Real Return team, BNY Mellon

Embark Adviser newsletter

Copper is a hot commodity and it could become even more important over the next decade. With innovation more reliant on 5G technology and a shift towards environmentally conscious transport modes, copper will be necessary to facilitate global change, according to Suzanne Hutchins of the Newton-managed Real Return strategy.

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Nine ways to counter the lifetime allowance freeze

By Scott Sinclair, Embark Group

Embark Adviser newsletter

With the government freezing the lifetime allowance (LTA) until April 2026, more clients could be caught by the charge as the next few years roll by. After calculating which clients are at risk of exceeding the limit, what options are there to counter the freeze?

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Mind the (converging) gap: a regime change in the making?

By Richard Halle, Fund Manager, M&G Investments

Embark Adviser newsletter

Nine months ago financial media was awash with headlines that read ‘the death of value’. After seeing initial recovery last September, and more violent moves since the positive news on COVID vaccines last November, now it would be hard to find a strategy note that doesn’t talk about the great value rotation.

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Advice firms face some hard choices on future ecosystem

By Toby Larkman

Embark Adviser newsletter

The adviser firm ecosystem of today typically contains several building blocks. Branching out from that we see a back office/CRM system, various financial planning tools (such as cashflow and risk profiling tools), a client portal (possibly), cash management, and several platforms.

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