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Nov 09, 2020
"Decumulation strategies are still in their infancy. There is a danger that accumulation carries on into decumulation..." To illustrate the problem, consider this example of two independently-constructed, mixed-asset growth portfolios... Both are widely available in the market today.
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Oct 28, 2020
This month, Greg Davies from Oxford Risk and Be-IQ’s Neil Bage discuss behavioural insights, investment personalities and the tech that goes behind helping people make informed decisions in the second episode of EmbarkPod.
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Oct 07, 2020
The vast scale of government and central bank support provided to the economy over the last six months has led many investors and market commentators to question whether we have reached an inflection point where inflationary forces will have the upper hand over the coming years.
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Oct 07, 2020
Regulation is on the way in 2021 that means you will have to speak to clients about how ‘green’ they are and how much they would like their views, beliefs and aspirations reflected in their investment portfolios.
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Oct 02, 2020
Taking part in Embark Group’s first ever podcast, CEO Phil Smith joined Head of Platform Strategy Alistair Wilson and host Roger Hearing, presenter of the BBC World Service’s flagship news and current affairs programme Newshour.
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COVID-19, Embark Adviser newsletter
Sep 09, 2020
The COVID-19 crisis has clearly been the dominant topic on all investors’ lips this year, with questions frequently being asked by clients if the impact of the pandemic has changed its approach to stewardship and ESG.
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