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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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MMT – a magic money tree, or the real deal?

By John Reynolds, Chairman, Alpha Beta Partners

Embark Adviser newsletter

After a decade or more of central bank fuelled quantitative easing with little apparent impact to global inflationary pressure, we have witnessed Modern Monetary Theory [MMT] being discussed more. In this article we take a closer look at MMT and how it operates at an economic level.

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Japan from a distance

By Matthew 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?

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

By Gillian Hepburn, UK Intermediary Solutions Director, 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.

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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.

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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.

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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.

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