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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.

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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.

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.

UK equities: which side are you on?

By Andrew Millington, Head of UK Equities, Aberdeen Standard

Embark Adviser newsletter

It feels like the investment world is divided into two camps at the moment. Are you a quality/growth investor or a value investor? You’re one or the other, so pick your team. And that’s as true in the UK equities market as anywhere else, right now.

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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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