top of page

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.


Women, wealth and the future of advice
In this episode of Wisdom Shared, Vanessa Barnes, financial planner at Hannay Wealth and Chair of the Women’s Wealth Alliance within the Consumer Duty Alliance, joined Head of Partnerships Eleanor Williams to discuss women, wealth, and the future of financial advice. The conversation covers everything from the gender pension gap and how women engage with risk, to why connecting financial recommendations to how clients actually want to live their lives is key to long-term enga

Eleanor Williams
3 days ago1 min read


The Big Three
This month's big three investment themes

James Bluff
6 days ago3 min read


The tide comes in
When the second quarter began, investors were confronting an uncomfortable combination of rising inflation and slowing economic growth. Thankfully, by the time it ended, the picture had completely shifted. The MSCI World index gained 13.5% during the quarter, its best performance since 2020. The quarter was shaped by three distinct developments, each of which carries implications for the rest of the year.
The first was corporate earnings. Companies reporting first-quarter re

Fahad Hassan
Jul 103 min read


Effective leadership
In this episode of Wisdom Shared, psychologist and leadership expert Dr. Kati Adeseko discusses how leadership, not just technical expertise, differentiates successful firms. She explains why self-awareness and emotional intelligence are foundational for building teams, transferring trust, and delivering a consistent client experience.

Nathan McKerlie
Jul 21 min read


Market drop in - June 2026
UK Politics and Market Implications Following Prime Minister, Keir Starmer's planned departure and Andy Burnham's anticipated arrival as Prime Minister, the initial view is that the impact on UK markets will be limited. Although Burnham is seen as slightly to the left of Starmer, bond markets care more about fiscal discipline than political labels. The UK's constrained fiscal position leaves little room for any government to pursue expansionary policy without unsettling gilts

Fahad Hassan
Jun 264 min read


Governing the ungovernable
In years to come economists may well reflect on the past decade of British political history as the period where the UK lost a hold on the relative stability that enabled it to make progress from the early 1980s through to the EU Referendum in 2016.
The decade that has followed has offered us up seven different leaders. The only other G7 nation that previously hit a record like that was the Japanese, and they have mended their ways.

Charlie Parker
Jun 254 min read


Last of the Fed watchers
I arrived in the City in 2002, in the wreckage of the dot-com bust. It was not the most auspicious moment to begin a career in markets, but it was an education. Spreads were wide, equity markets were still in retreat, and somewhere in Washington a 76-year-old Fed chairman was preparing to cut rates to one percent. I learned to listen carefully to what Alan Greenspan said. More importantly, I learned to listen to what he did not say.

Fahad Hassan
Jun 232 min read


Where advice becomes human
In this episode of Wisdom Shared, behavioral scientist Neil Bage explores how emotions, biases and life events influence financial decisions and why advisors must pair technical expertise with empathy. Neil offers practical guidance for recognising clients' emotional states, seeking permission to probe sensitive issues, and supporting major transitions like retirement so clients can make clearer, more confident choices.

Victoria Hayes
Jun 171 min read
bottom of page