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Investigating Behavioural Insights and Investment Personality: Episode 2 of EmbarkPod

By Ross Fisher, Embark Group

Embark Adviser newsletter

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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Deflation has intensified – the global view

By Ariel Bezalel and Harry Richards, Fixed Income at Jupiter Asset Management

Embark Adviser newsletter

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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ESG: You must prepare for crucial conversations

By Dave Chessell, UK Distribution Director, PortfolioMetrix

Embark Adviser newsletter

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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‘Some are going to get crunched’: Future of platforms debated in first ever EmbarkPod

By Scott Sinclair, Embark Group

Embark Adviser newsletter

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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The rise of ESG amid the pandemic

By David Sheasby, Head of Governance and Sustainability, Martin Currie

COVID-19, Embark Adviser newsletter

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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To CIP or not to CIP, that is the question

By Dave Chessell, UK Distribution Director, PortfolioMetrix

Embark Adviser newsletter

What’s the best way to provide clients with suitable investment portfolios? Some advisers are adamant that they should manage the investment process themselves, while others choose to outsource.

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