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Insights

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

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. 2nd edition out now.

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.

Can a ‘rising green tide’ lift all boats?

By Stephanie Kelly, Head of Asiri, Aberdeen Standard Investments

Embark Adviser newsletter

There is much political and financial capital devoted to tackling climate change in 2021. This reflects the growing realisation by individuals, companies, investors and policymakers of just how crucial and urgent an issue climate is.

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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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Embark appoints new chairman

By Ross Fisher, Embark Group

Embark Group news, Press Release

Embark Group today announces the appointment of David Barral, currently Senior Independent Director and Risk Chair at LV Financial Services, as its new chairman.

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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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