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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.


Markets hit record highs as trade deal and strong earnings fuel optimism
Stocks reached new heights in October, boosted by a breakthrough US-China trade agreement and exceptional corporate earnings. President Trump and President Xi Jinping reached a comprehensive agreement in Busan, South Korea, that reduced tariffs and suspended export controls. The agreement halved American tariffs on Chinese goods related to fentanyl supplies. It prompted Beijing to suspend retaliatory duties on US agricultural products while pausing its rare earth export restr
Fahad Hassan
Nov 52 min read


The big three (October 2025)
Gold futures surged to a record $4,000 per troy ounce on October 7th, marking the first time the precious metal has breached this milestone.
James Bluff
Oct 103 min read


Redefining Retirement with Dan Haylett
Nathan McKerlie speaks with Dan Haylett, Director of TFP Financial Planning Ltd. They discuss Dan's journey into financial planning, why he champions fixed fees, and how to reframe retirement as a life transition focused on meaning, not just money.
Roz Pacey
Oct 101 min read


Trends insights from Platforum's Richard Bradley
Sarah Kennedy hosts Richard Bradley of Platforum to discuss trends affecting financial advisers.
Roz Pacey
Sep 181 min read


The big three (September 2025)
In 2025, long-term bond yields have risen sharply across developed markets including the US, UK, EU, and Japan.
James Bluff
Sep 112 min read


Market update: The summer bounce
In this episode, hosts Eleanor Williams and Charlie Parker take a look back at market activity over the summer and discuss what could be next in the coming months.
Roz Pacey
Sep 51 min read


New highs and a cautious calm
Asset markets saw limited progress last month as investors digested new macroeconomic data. The US economy is slowing, yet it is handling tariff uncertainty. Business Manager Surveys (PMIs) remain weak, but retail sales have stabilised. All eyes, including those of the Fed, are on the labour market, where the data is mixed. New job openings have slowed, but layoffs have not increased sharply outside the government. Jerome Powell’s final Jackson Hole address confirmed that the
Fahad Hassan
Sep 42 min read


Staring down the fiscal barrel
Speculation is hotting up about what the Autumn budget will bring. It feels like only yesterday we were staring down the barrel of the fear that chancellor Rachel Reeves would raise capital gains tax in line with income tax last year. In the event, of course, her move was modest and even that proved counterproductive with the tax-take falling since the intervention. This year, she remains in a very similar pickle. Her hopes that last year’s tax rises, principally a rise in em
Charlie Parker
Aug 292 min read
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