EmbarkPod

In this second episode of series two, Roger Hearing kicks things off with Peter Toogood (Chief Investment Officer at Embark Group) as they talk about all things inflation. Is it here to stay? How will the next decade look? For those that are the 'price makers' and not 'price takers' - across both bond and equity markets - things could look pretty safe... for now. Topics covered in this episode also include:

❄ An economic 'cold war'
💪 Labour costs on the rise 
📈 The winners and gainers

Remember; be sure to follow the Embark Group online and via social media across LinkedIn and Twitter to get the latest insights from across the industry.

Follow us on Twitter and LinkedIn for more updates from Embark Group.

Advised investors are almost twice as confident as non advised that their default portfolio is invested in line with their ESG values. If you want to know that your money is making a difference, do you really need a financial adviser?

Head of Behavioral Science at Oxford Risk, Dr. Greg Davies joins Roger Hearing on the latest miniPod as they discuss the latest findings on ESG from Embark's latest Confidence Barometer.

🤔 Has the financial industry over-complicated the ESG market?
🤷‍♀️ ESG investments generally means lower returns... and clients don't mind
🔮 56% of advisers claim they can accurately measure client preferences... is this a little bold?

Sign up to our Embark Adviser monthly newsletter for the latest insights from around the market, straight to your inbox!

Follow us on Twitter and LinkedIn for more updates from Embark Group.

Client confidence in their advisers have reached new heights - despite there being a pandemic. How has this happened?

Embark Group Head of Distribution Jamie Drewett joins Roger Hearing on the latest miniPod as they discuss the latest findings on client confidence from Embark's latest Confidence Barometer.

👍 85%+ are satisfied with advice received 
🤝 How the pandemic enhanced engagement with clients
👩‍💻 Technology and the role it's played in building further trust

Sign up to our Embark Adviser monthly newsletter for the latest insights from around the market, straight to your inbox!

Follow us on Twitter and LinkedIn for more updates from Embark Group.

Will the future of robo-advice open a new – and unexpected – revenue stream for advisers?

Embark Platform Chief Commercial Officer Toby Larkman joins Roger Hearing on the latest miniPod as they discuss the latest findings on robo-advice from Embark's latest Confidence Barometer.

📈 An opportunity to bridge the advice gap
🤖 The more assets an advised investor has = more comfort with robo-advice?
💰 A way to demonstrate the value of advice

Sign up to our Embark Adviser monthly newsletter for the latest insights from around the market, straight to your inbox!

Follow us on Twitter and LinkedIn for more updates from Embark Group.

As the old saying goes: "If you don't ask, you don't get"... So why aren't Advisers asking?

Advance by Embark CEO Phil Bungey joins Roger Hearing on the latest miniPod as they discuss the latest findings in Intergenerational Wealth from Embark's latest Confidence Barometer.

💸 Fee concerns weighing on advisers’ confidence
😀 Clients happier than ever with quality of advice
👍 Advisers’ ability to understand needs impresses clients

Sign up to our Embark Adviser monthly newsletter for the latest insights from around the market, straight to your inbox!

Follow us on Twitter and LinkedIn for more updates from Embark Group.

📣🚨 New series alert! 🚨📣

Series 2 of the EmbarkPod is back in time to celebrate International Women's Day. Joining host Roger Hearing is newly appointed Embark CEO Jackie Leiper and founder of Women in Asset Servicing, Kate Webber. 

With fewer than 7% of Advisers having a dedicated strategy for female clients, it's clear that the industry still has a lot of catching up to do. How do we achieve better representation that will go towards matching the growing female customer base? Topics covered in this episode also include:

🤝 Really understanding the challenges women face
🧓 Women living longer, but retiring with 5 x less than men
👩‍💼 Females across the industry - why is there still not enough representation at the top?
💸 Why married men still choose a single life annuity

Remember; be sure to follow the Embark Group online and via social media across LinkedIn and Twitter to get the latest insights from across the industry.

Follow us on Twitter and LinkedIn for more updates from Embark Group.

Following our inaugural Barometer in February 2021, we are back with more belief-shaking insights for financial advisers. Joining Roger in this episode is Sara Wilson, Head of Platform Proposition at Embark Group and Phil Bungey, Chief Executive Officer at Advance by Embark as they ask:

💸 Are advisers confident they can continue to charge enough?
🎭 Why aren’t advisers sharing clients’ retirement optimism?
🧓 Why are 70% of women confident of their retirement needs, compared to 50% of men?

Be sure to listen to our ‘miniPod’ from last year entitled ‘How confident are your clients? 63% may have a different view...’ to get an insight into last years’ findings, alongside other bite-sized conversations on a rage of other topics. Subscribe to the Embark Adviser monthly newsletter for the latest insights from around the market, straight to your inbox! 

Follow us on Twitter and LinkedIn for more updates from Embark Group.

In this edition of EmbarkPod, Roger Hearing welcomes the return of Peter Toogood to the podcast (Chief Investment Officer at Embark Group) and Jonathan Waghorn, Co-Portfolio Manager of Guinness Sustainable Energy Fund/Guinness Global Fund. Sustainable energy is a term that isn’t the easiest to define – so what is it exactly? How do investors navigate the landscape? Sustainability criteria’s set by investment companies can be impressive and clear-cut, but it’s the direction of travel of stock that tends to boil down to opinion. Topics covered in this episode also include:

🤝 Exclusion vs Engagement
🔮 How far are we realistically away from the next best thing? 
🎈 Navigating the emerging bubbles 

Remember; be sure to follow the Embark Group online and via social media across LinkedIn and Twitter to get the latest insights from across the industry.

Follow us on Twitter and LinkedIn for more updates from Embark Group.

Is there a way to describe 'good' risk management? BlackRock's Rory van Zwanenberg joins Roger Hearing on the latest miniPod as they discuss scaling, what investors think about at night and how inflation may have a direct effect on asset prices.

📈 What is good risk management? 
🙇‍♂️ What are the key risks at the moment?
🦠 How many bumps in the road will there be in a post-COVID world?

Sign up to our Embark Adviser monthly newsletter for the latest insights from around the market, straight to your inbox!

Follow us on Twitter and LinkedIn for more updates from Embark Group.

How do we define ESG? BlackRock's Andrew Keegan joins us on the latest miniPod as we look to further understand the positive and negative values of ESG investing, and tackling a few myths along the way.

📊 How do we use the data to identify opportunities? 
🔋 Will global energy transitioning provide the same results?
📅 How will the next 10 years look?

Sign up to our Embark Adviser monthly newsletter for the latest insights from around the market, straight to your inbox!

Follow us on Twitter and LinkedIn for more updates from Embark Group.