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News & Insights

A team approach adds value!

By Gillian Hepburn, UK Intermediary Solutions Director, Schroders

Embark Adviser newsletter

New research from Cerulli Associates highlighted that only 29% of clients felt that their financial adviser had the highest level of expertise to run their portfolio. What should advisers draw from these stark figures and is a team approach needed?

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AIM for flexibility in Inheritance Tax planning

By David Holmes, Head of Business Development, Thorntons Investments

Embark Adviser newsletter

Taxation has existed almost as long as civilisation itself, with earliest records dating back to 3300 BC. Throughout history there have been countless ways of raising tax, ranging from the fairly obvious to the downright peculiar.   

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How an equities bias tempers inflation in the long term

By Thomas Rostron, CEO, Embark Investments

Embark Adviser newsletter

When considering the long term, it pays to consider riskier asset classes. Following months of warnings, rumour and speculation, investors are keeping an eye out for signs of higher inflation.

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New ways of accessing and exploiting space could spell future opportunity

By George Saffaye, MD, Global Investment Strategist, BNY Mellon

Embark Adviser newsletter

We can expect the space economy to grow at a rate of between 6 and 8% or higher in the next decade, driven by rapidly falling launch costs, especially as we move toward the commercialization of space, where private/public companies become far more involved.

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Embracing the inflationary narrative (in the short term)

By Juan Valenzeula, Fund Manager, Fixed Income Team, Artermis

Embark Adviser newsletter

Are growth and inflation back and set to stay? Read why a temporary increase in inflation should not be confused with a persistent pricing problem.

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Building enduring client relationships through professional risk management

By Asim Javed, Alpha Beta Partners

Embark Adviser newsletter

Bull markets breed investor complacency. Comforted by market euphoria, investment managers and financial advisers often forget lessons learned from previous downturns and high-risk trades tend to become more commonplace.

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