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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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It’s back! The Embark Investor Confidence Barometer returns

By Scott Sinclair, Embark Group

Embark Adviser newsletter, General news

Oct 21, 2021

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?

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Good god, it’s a green gilt!

By Fidelity International

Embark Adviser newsletter

Oct 20, 2021

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.

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What in the world?

By Neil Birrell,Premier Miton Investors

Embark Adviser newsletter

Oct 20, 2021

Neil Birrell, Premier Miton’s Chief Investment Officer and manager of the Premier Miton Diversified Growth Fund, considers what might be in store for the world economy and financial markets over the next few months and years.

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Are women key to your future business?

By Gillian Hepburn, UK Intermediary Solutions Director, Schroders

Embark Adviser newsletter

Oct 20, 2021

Over the past three years I’ve spent time with financial advisers discussing their wealth transfer strategies and how these impact their businesses. What has become apparent is that perhaps instead of wealth transfer we should refer to wealth retention, because in addition to helping families to understand how wealth will move across the generations, the challenge can be retaining that wealth within an adviser business.

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Climate emergency but the investment industry can make a difference

By Amarachi Seery, Janus Henderson Investors

Embark Adviser newsletter

Sep 16, 2021

Amarachi Seery, Sustainability Analyst, sheds some positive light on the latest IPCC Report which outlines the harsh reality of the current state of the climate.

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Jackson Hole; a great place for skiing and policy making

By Neil Birrell,Premier Miton Investors

Embark Adviser newsletter

Sep 16, 2021

Neil Birrell, Premier Miton’s Chief Investment Officer and manager of the Premier Miton Diversified Growth Fund, looks at the slowing economic growth rate and what the US Federal Reserve Bank said at its Jackson Hole (virtual) retreat.

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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.

Horizon: Quarterly update from manager Alex Lyle

Hear the latest market views and outlook from Alex Lyle at Columbia Threadneedle Investments.

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).

Episode 12: Inflation and good risk management... what will it look like?

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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