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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
a few seconds ago4 min read


Swings and roundabouts
Market Commentary - December 2025.
It has been a volatile yet fruitful year for investors. November encapsulated both qualities in a single month. What began as an orderly reassessment of artificial intelligence valuations briefly threatened to become something uglier. Bargain hunters and rate-cut optimism then combined to rescue markets from their mid-month lows.

Fahad Hassan
3 days ago3 min read


Budget Insights with Rebecca Bonner
Rebecca Bonner of Trigpoint Financial Planning speaks to Eleanor Williams about the recent UK budget’s practical impact on advisers and their clients.

Roz Pacey
3 days ago1 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
3 days ago4 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
3 days ago2 min read


The inflation battle continues
Inflation has a tendency to vanish quietly, only to reappear when least expected.

Mark Greenwood
3 days ago4 min read


Hot-take: the UK budget
Nathan McKerlie and Charlie Parker unpack Rachel Reeves’ autumn budget, the unprecedented OBR leak, and the political and market implications.

Roz Pacey
Nov 281 min read


UK Budget 2025
Rachel Reeves has presented the highly anticipated Budget, although an unexpected early release of the Office for Budget Responsibility’s (OBR) Economic and Fiscal Outlook briefly diverted attention. Despite this unusual development, we have been monitoring events closely and are pleased to share our initial thoughts.

Victoria Hayes
Nov 262 min read
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