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Investment returns are in the eye of the behaviour-holder

By Greg B Davies, PhD - Head of Behavioural Science, Oxford Risk

Embark Adviser newsletter

Quantum investing: the observation of an investment journey changes its nature... When is the same investment return not the same investment return?

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2020: a summer update

By Asim Javed, Alpha Beta Partners

COVID-19, Embark Adviser newsletter

The spring and early summer 2020 has been a period of superlatives in investment markets. Covid-19 has brought in its wake the fastest global falls in stock market history and one of the fastest rebounds in equity values – thanks to central bank activity.

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Fettered vs unfettered: The unfinished debate

By Fraser Blain, CCO, Horizon Funds

Embark Adviser newsletter

Is it time for advisers to revisit the merits of fettered funds compared to their unfettered rivals? The debate is not a new one, but given changes in regulation, market practices and approaches, it's now framed in a dramatically different context.

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Emerging markets: Five positive trends

By Martin Currie, A Legg Mason company

Embark Adviser newsletter

With the pandemic dominating the short-term outlook, the longer-term advantages of emerging-market companies have become more important in the pursuit of return. Here are the top five.

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Client segmentation: is yours fit for purpose?

By Ben Peele, PortfolioMetrix

Embark Adviser newsletter

With the nation slowly returning to some sort of normality, now is a good time for advisers to dust off their ‘to do’ lists and make sure they are in a healthy place when it comes to satisfying the regulator.

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Investment portfolio stress-testing

By Dr Quintin Rayer, P1 Investment Management

Embark Adviser newsletter

Recent events have demonstrated to advisers, clients, and wealth managers that risk remains ever-present. Beyond the challenges and implications of Brexit negotiations, one approach is to stress-test investment portfolios.

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