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Articles by Peter Toogood, CIO, Embark Group

Peter Toogood, CIO, Embark Group

Peter launched The Adviser Centre in May 2014, whilst employed by City Financial He was co-founder of the original Forsyth-OBSR Ratings Service in 2002. He joined OBSR in 2008 and was responsible for establishing the firm’s fund advisory business as well as continuing to conduct manager research.

The end of Reaganomics

By Peter Toogood, CIO, Embark Group

Embark Adviser newsletter

This article may have a very grand title, but it serves to highlight the significance of a change to the very tapestry of economic policy-making that has guided central banks and governments since Ronald Reagan and Margaret Thatcher came to power in 1979/80.

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The 2020 rollercoaster and thoughts for 2021

By Peter Toogood, CIO, Embark Group

Embark Adviser newsletter

From the perspective of risk assets, 2020 provided us with both the heights of exuberance and the depths of despair - here are a few of the highs and lows from 2020... and what to expect in the new year.

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Value investing: dead or alive?

By Peter Toogood, CIO, Embark Group

Embark Adviser newsletter

Growth continues to trounce value, and the fear of a deep recession resulting from the pandemic has only reinforced the belief that economic growth remains elusive and that, therefore, corporate earnings will be scarce.

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COVID-19 crisis - scenarios for the next phase

By Peter Toogood, CIO, Embark Group

COVID-19, Embark Adviser newsletter

Although uncertainty about the future is extremely high, it is helpful to consider scenarios that may play out from here. From a financial market perspective, the variables that dictate the duration and depth of this bear market are clear.

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The anatomy of a bear market

By Peter Toogood, CIO, Embark Group

COVID-19, Embark Adviser newsletter

Bear markets are punctuated by high volatility and sharp rallies. Here are some thoughts on what we can expect in this time of crisis. The initial phase is typified by a significant drop in asset prices in a very short space of time.

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