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Insights
Wisdom Shared podcast
Tune in as we host various guests to explore topics affecting the adviser community and to hear our latest views on investment markets.


How to feel hopeful and empowered about AI
Annabel Gillard, AI ethics expert, shares her views on how we can engage positively with AI.

Roz Pacey
Dec 8, 20254 min read


The Big Three - January 2026
Global markets were unsettled after reports that US prosecutors had opened a criminal investigation into Federal Reserve Chair Jerome Powell, an unprecedented development that has intensified concerns over the independence of US monetary policy.

James Bluff
5 days ago3 min read


International equities strongest year in nearly a decade
Global equities ended 2025 near all-time highs, driven by earnings strength despite persistent political and macro uncertainty.

Fahad Hassan
Jan 83 min read


The Big Three - December 2025
After three consecutive interest rate cuts, investors now face an increasingly uncertain US monetary policy outlook for the year ahead.

Rhydian Williams
Dec 15, 20253 min read


The remarkable adaptability of markets in an uncertain world
Global political and economic events have been dramatic in recent years, yet stockmarkets have still made progress.

Charlie Parker
Dec 9, 20256 min read


2026 outlook: Markets, valuations and AI
Charlie Parker and Fahad Hassan examine how massive AI-driven investment has shaped 2025’s markets, concentrating gains in a handful of tech leaders and raising valuation and concentration questions.

Roz Pacey
Dec 9, 20251 min read


Controlling our biases is vital for investing successfully
Eleanor Williams explains the impact behavioural biases can have on our investment decisions.

Eleanor Williams
Dec 8, 20254 min read


Rethinking the 60-40 portfolio
For decades, portfolios which combine 60% equities and 40% bonds have been the default for investors seeking growth tempered by stability.

Frank Talbot
Dec 8, 20252 min read
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