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LONG READ: Mid-Year Investment Outlook 2022 - Assessing recession risk

By Global Market Strategy Team, J.P. Morgan Asset Management

Embark Adviser newsletter

The economic outlook has deteriorated markedly since the start of the year. Lingering inflation concerns have been compounded by the spike in commodity prices following the tragic war in Ukraine and the supply chain problems arising from Covid lockdowns in China.

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ESG and sustainable investing: navigating adverse weather systems

By Hamish Chamberlayne, CFA Head of Global Sustainable Equities and Portfolio Manager, Janus Henderson

Embark Adviser newsletter, ESG

Equity markets have faced stiff headwinds this year, and for ESG investing it has been a near perfect storm. The Russia/Ukraine conflict, rising inflation, slowing growth, central bank activity, and the lingering impact of the pandemic have created much uncertainty at a macroeconomic level.

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The Insider guide to drawdown

By Nick Armet, Content Strategy Lead, Embark Group

Embark Adviser newsletter

Approaches to drawdown are many and varied, reflecting a wealth of possible strategies and a range of client needs. After speaking with Advisers, what's their secret to drawdown?

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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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