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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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Our thinking

Embark Investor Confidence Barometer

Exclusive to Embark: Our biannual survey of investor confidence, and the only place advisers can compare the views of peers, advised investors and unadvised investors

Managing investment risk in volatile markets

A short series on managing investment risk in volatile markets. It includes articles, insights and tips to help you keep clients educated and informed.

The Insider guide to drawdown

Approaches to drawdown are many, reflecting a wealth of possible strategies and a range of client needs. Here, we interview five adviser firms to get their insights on how they approach drawdown.

How to compare funds in Volatility Managed Sector

By Thomas Rostron, CEO, Embark Investments

Embark Adviser newsletter

Comparing funds in the IA Volatility Managed sector is difficult due to their myriad volatility targets. So, what happened when we built a benchmark of our own?

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Is the bond bear market here to stay?

By Paul Brain Newton Investment Management

Embark Adviser newsletter

Rising labour and raw material costs, rising interest rates and costs associated with climate change could also become a significant burden and undermine corporate profits and therefore economic growth. We would expect this to be a feature from the second quarter of next year onwards.

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Emerging markets overlooked resilience

By Thomas Rostron, CEO, Embark Investments

Embark Adviser newsletter

For the first time, each of the five funds in the Horizon multi-asset range can invest in Emerging Markets equities. This ability – possible since 5 November 2021 – presents new opportunities for investors and bolsters portfolio efficiency, all within the funds’ strict risk boundaries.

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An early Christmas gift?

By Gillian Hepburn, Head of UK Intermediary Solutions, Schroders

Embark Adviser newsletter

It’s planning time again! As we reach the  end of the year, we reflect in many ways but also start to look to the following year - planning holidays, special occasions, thinking about a ‘stress-free’ Christmas and perhaps even some business planning!

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2022 Global Outlook

By BlackRock Investment Management & Financial Services

Embark Adviser newsletter

We are entering a new market regime unlike any in the past half century: We see another year of positive equity returns coupled with a down year for bonds. The powerful restart of economic activity will be delayed - but not derailed - due to new virus strains, in BlackRock's view.

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Has TikTok set the clock ticking on your business?

By Gillian Hepburn, Head of UK Intermediary Solutions, Schroders

Embark Adviser newsletter

On the face of it, the millennial generation may not appear to offer much to your business as potential clients. However engaging with the next generation of investors could prove to be an important factor in ensuring your future prosperity - and conversely leaving this engagement too long, could mean that you’re too late.

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