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Articles by Peter Toogood, CIO, Embark Group

Peter Toogood, CIO, Embark Group

Peter launched The Adviser Centre in May 2014, whilst employed by City Financial He was co-founder of the original Forsyth-OBSR Ratings Service in 2002. He joined OBSR in 2008 and was responsible for establishing the firm’s fund advisory business as well as continuing to conduct manager research.

Where next for markets – echoes from the past

By Peter Toogood, CIO, Embark Group

Embark Adviser newsletter

2020 has certainly offered some unique challenges for those whose day job it is to try and assess markets in the Covid-19 netherworld in which we find ourselves. At times like this, it is vital to ground expectations about the prospects for returns against a sense of valuations today. 

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Value investing: dead or alive?

By Peter Toogood, CIO, Embark Group

Embark Adviser newsletter

Growth continues to trounce value, and the fear of a deep recession resulting from the pandemic has only reinforced the belief that economic growth remains elusive and that, therefore, corporate earnings will be scarce.

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COVID-19 crisis - scenarios for the next phase

By Peter Toogood, CIO, Embark Group

COVID-19, Embark Adviser newsletter

Although uncertainty about the future is extremely high, it is helpful to consider scenarios that may play out from here. From a financial market perspective, the variables that dictate the duration and depth of this bear market are clear.

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The anatomy of a bear market

By Peter Toogood, CIO, Embark Group

COVID-19, Embark Adviser newsletter

Bear markets are punctuated by high volatility and sharp rallies. Here are some thoughts on what we can expect in this time of crisis. The initial phase is typified by a significant drop in asset prices in a very short space of time.

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