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Investing for Drawdown: Three routes to multi-asset

By Scott Simpson

Embark Adviser newsletter

Phased retirement and longer life expectancy have helped to shift the focus of retirement investing away from a specific event date towards a more rounded approach centred around sustainabilty. As a result, our research reveals advisers are laser-focused on their clients’ growth and income needs over a longer timeframe that is informed by cashflow requirements, risk tolerance, and capacity for loss.

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Positioning for a new regime

By Vivek Paul, Head of Portfolio Research and UK Chief Investment Strategist, BlackRock Investment Institute (BII)

Embark Adviser newsletter

We are now in a fundamentally different market regime from the one we’ve seen over the past decade – one propelled by higher supply-driven inflation and a more muted cumulative central bank response to such inflation.

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Wealth transfer: how to prepare for the responsible heirs

By Dave Fewtrell, Head of Strategic Partnerships, abrdn Investments

Embark Adviser newsletter

The advice market is currently being buoyed by the needs of the wealthiest demographic: the baby boomers, who were born between 1946 and 1964. As boomers age, though, we will start to see a wealth transfer take place.

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Social factors are a key differentiator for companies fighting the Great Resignation

By Hugh Gimber, Vice President, Global Market Strategy, J.P. Morgan Asset Management

Embark Adviser newsletter

In an extremely tight labour market, screening for strong social credentials will be crucial to identifying companies who can build strong talent pipelines without higher wage bills squeezing margins.

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Addressing the retirement confidence gap

By Peter Docherty, Chief Executive Officer, Embark Platform

Embark Adviser newsletter

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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VIDEO | 60/40 evolved: The rise of volatility managed funds

By Ross Fisher, Embark Group

Embark Adviser newsletter, Managing risk

Watch as Embark Investments Key Account Manager Neale Smith takes us through a short presentation on volatility manage funds.

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