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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.
Bridging the advice gap: The role of Consumer Duty Alliance
In this podcast episode, we meet Keith Richards, the founder and CEO of Consumer Duty Alliance.
Roz Pacey
Feb 6, 20251 min read
The art of the tariff and AI upheaval
Markets stumbled into February as President Trump's tariff offensive against major trading partners sparked a broad selloff in risk...
Fahad Hassan
Feb 4, 20253 min read
Why did a Chinese AI company cause markets to wobble?
In recent days, markets were unexpectedly shaken by the emergence of DeepSeek, a Chinese AI startup founded by former hedge fund manager,...
Daksh Ahuja
Jan 30, 20254 min read
The big three (January 2025)
1. Central Banks implement historic rate cuts December witnessed major central banks reducing interest rates, marking the most...
Tia Duffy
Jan 16, 20252 min read
The market keeps the score
Everybody loves a positive outcome but when it comes to a thing as big and as complex as the world economy things are never quite that...
Charlie Parker
Jan 13, 20253 min read
Navigating 2025 Markets: US leadership and global diversification
Chris Holdoway and Chief Investment Officer Fahad Hassan delve into the financial markets landscape for 2025. They discuss the sustained...
Victoria Hayes
Dec 22, 20241 min read
Trump's return: Market shifts and economic impacts
Chris Holdoway and Fahad Hassan delve into the anticipated impacts of Donald Trump's re-election on the US economy and global markets....
Victoria Hayes
Dec 18, 20241 min read
Annual review: Disciplined portfolio diversification brought rewards for patient investors
Positioning for a profit cycle recovery, while maintaining broad market exposure, has helped portfolios outperform their benchmarks in 2024.
Fahad Hassan
Dec 13, 20242 min read
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