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Insights

Our latest research, thought leadership, and insights, including the Embark Investor Confidence Barometer. You can also sign up to receive the best adviser content via our monthly Embark Adviser newsletter.

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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. Second edition out now!

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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.

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Addressing the retirement confidence gap

By Peter Docherty, Chief Executive Officer, Embark Platform

Embark Adviser newsletter

May 11, 2022

The client-adviser relationship can sometimes feel like walking a tightrope, with advisers offering a steadying hand as clients step towards their future. The end destination ought to be a comfortable and enjoyable retirement, but there are inevitably going to be difficult moments to navigate en route.

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You can't avoid every pothole in the road

By Neil Birrell,Premier Miton Investors

Embark Adviser newsletter

Apr 26, 2022

As the atrocities perpetrated by the Russian forces in Ukraine unfold, there is some hope that the conflict may not be as open ended or as widespread as feared.

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Biodiversity Loss: The other systemic crisis

By Adrienn Sarandi, Head of ESG Strategy & Development, Janus Henderson Investors

Embark Adviser newsletter, ESG

Apr 26, 2022

Janus Henderson’s Adrienn Sarandi, Head of ESG Strategy & Development, and Bhaskar Sastry, ESG Content Manager, believe that biodiversity loss is a crisis that could have systemic impacts akin to climate change.

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UK banks: Time to reappraise this unloved sector?

By Ambrose Faulks, Equity Analyst, Artemis Fund Management

Embark Adviser newsletter

Apr 26, 2022

Investing in the UK’s banks has been a volatile experience in recent years; but Ambrose Faulks is optimistic on the outlook for the sector. He examines the factors he believes represent a sea change in prospects for the UK’s unloved banks.

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Data which helps investors keep a cool head in a crisis

By Duncan Lamont, Head of Strategic Research, Schroders

Embark Adviser newsletter

Mar 30, 2022

The upsetting scenes in Ukraine sent shockwaves through us all as individuals and also through global stock markets. However, as in all periods of crisis, investors should try avoid making rash decisions in the heat of the moment. Here is some historic data and analysis which can help you do just that.

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Going beyond exclusions: the merits of integrated ESG research

By Columbia Threadneedle Investments

Embark Adviser newsletter, ESG

Mar 30, 2022

It's not just demand for ESG investment strategies that is moving on a positive trajectory. The companies in which these strategies invest are also developing on a path of their own, making progress towards their sustainable goals and responsible objectives – a fact often overlooked by some ESG approaches.

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Webinars

Missed one of our webinars?  View our latest presentations on a range of topics, from the future of the advice industry to investment outlooks.

Revealed: The advice firm ecosystem of the future

This webinar takes a look at what the adviser firm ecosystem of 2025 will look like, and how firms can get there.

Latest insights from the team behind the Horizon Multi-Asset funds

Embark Investments and Columbia Threadneedle Investments discuss what took place during the 4th quarter of 2021 and provide some insights to share with clients.

The three key challenges facing today’s investors

Advisers and other industry experts discuss the three key challenges facing investors today (hosted by Professional Adviser).

New Episode: 60% of Britain's wealth will be owned by women in just three years, so why the limited options?

The latest topics in fintech – Discussed. Debated. Downloadable.

Our Podcast: a show that looks to bring together thought leaders, finance professionals and commentators to discuss – and debate – hot topics within the FinTech industry. Hosted by Roger Hearing.

 

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