Cookie Settings


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.

Sign up to Embark Adviser

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.

Back to the future

By Neil Birrell,Premier Miton Investors

Embark Adviser newsletter

At the start of November 2020 I was expecting “a winter of discontent” due to  rising COVID numbers, the return to national lockdowns in some countries, reducing economic activity, how central banks were continuing with their ultra-loose monetary policy and in markets, and why bonds and the FAANGs (Facebook, Apple, Amazon, Netflix, Google) had remained in favour with investors. All in all, not a great outlook in the short term.

Read more

60/40 evolved: Understanding the variation in Volatility Managed funds

By Thomas Rostron, CEO, Embark Investments

Embark Adviser newsletter

It has been more than four years since the Investment Association launched the Volatility Managed sector. Its purpose, its director of capital markets Galina Dimitrova said at the time, was to “reflect the advent of more outcome focused products”.

Read more

Green hydrogen is finally showing its true colours

By Columbia Threadneedle Investments

Embark Adviser newsletter

There continues to be a remarkable focus on green hydrogen as a clean alternative to traditional fossil fuels, with the past year further accelerating its potential widespread adoption. So, what is driving all this hype, is hydrogen the sustainability disruptor, and why has there been such remarkable recent progress?

Read more

Did GDP cause the climate crisis?

By Craig Bonthron, Artemis Investments

Embark Adviser newsletter

Moving away from GDP to measuring ‘net positive domestic product’ would be a quietly radical way for COP26 to address the world’s greatest sustainability challenges.

Read more

It’s back! The Embark Investor Confidence Barometer returns

By Scott Sinclair, Embark Group

Embark Adviser newsletter, General news

Are advisers confident they can continue to charge enough? Why aren’t advisers sharing clients’ retirement optimism? How many investors would be comfortable swapping human advice for robo-advice?

Read more

Good god, it’s a green gilt!

By Fidelity International

Embark Adviser newsletter

The first ever green gilt was recently issued by the UK government and was met with strong investor demand. While this is clearly a welcome development, green bonds alone are not an optimal solution for investors looking for both attractive risk-adjusted returns and a positive sustainable impact.

Read more

Be the first to hear our latest insights

Sign up to our monthly newsletter, Embark Adviser, for first-rate analysis and opinion on all matters affecting financial advisers. You can unsubscribe at any time, and we promise never to pass your details to a third party.