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Latest insights from Embark Group
Diversification: The only free lunch?
Apr 06, 2020
The phrase that “diversification is the only free lunch in investing” is attributed to Nobel Prize winner Harry Markowitz, one of the grandfathers of modern portfolio theory. One of the cornerstones of investing is that there are no meaningful returns without risk. Investors who own volatile investments are compensated by a “risk premium,” which refers to excess return over risk-free assets, normally government bonds.
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COVID-19 crisis - scenarios for the next phase
COVID-19, Embark Adviser newsletter
Apr 03, 2020
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
COVID-19, Embark Adviser newsletter
Mar 24, 2020
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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COVID-19 crisis - back to basics
COVID-19, Embark Adviser newsletter
Mar 24, 2020
As a research team, The Adviser Centre are reading as much as they can about the COVID-19 virus in order to understand more about the potential economic consequences of the crisis. Following their guidance note posted on 16 March 2020, they offer some further thoughts
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COVID-19 crisis - economies, markets and policy responses
COVID-19, Embark Adviser newsletter
Mar 16, 2020
The reaction of financial markets to the spread of Covid-19 has been dramatic and, as economic statistics roll in over the coming weeks and months, and companies report their earnings, the actual scale of the damage will become clearer.
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Key Budget changes on the IFA agenda
Mar 12, 2020
The key announcements made in the Budget that will impact IFAs and their clients comes in the context of a massive fiscal boost for the economy of £30bn and a remarkable increase in regional, housing and infrastructure spending of more than £600bn over the life of this Parliament.
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