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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.


Bite-sized budget: What you need to know
Capital Gains Tax After speculation that capital gains tax could be raised as high as 39%, the rise here is modest. There is no rise to...

Charlie Parker
Nov 1, 20242 min read


Niche tax rates and a major gamble on public investment
The first Budget of the new Labour government has proven the most feared and most trailed for many years. Rarely has a fiscal event ...

Charlie Parker
Nov 1, 20243 min read


Global central banks pivot to easing amid mixed market reactions
The third quarter of 2024 marked a significant shift in global monetary policy, with major central banks initiating easing cycles to...

Fahad Hassan
Oct 25, 20242 min read


The Big Three (October 2024)
1 . P ain from London It is possible our new chancellor Rachel Reeves had hoped to stimulate some Churchillian spirit with her bleak...

Charlie Parker
Oct 11, 20243 min read


The Big Three (September 2024)
1 . Neck and neck in Pennsylvania The race to become the next president of the United States could barely be closer. The arrival of...

Charlie Parker
Sep 16, 20242 min read


The Big Three (August 2024)
1 . Kamala and the Big Mo There is one thing that American political operatives want more than anything else; momentum - ‘the big mo’....

Charlie Parker
Aug 13, 20242 min read


The Big Three (July 2024)
1 . Trump Ascendant The US presidential election in November is presenting the world’s most powerful electorate with an extraordinarily...

Charlie Parker
Jul 17, 20242 min read


A strong first half, with room for further gains as inflation falls
The second quarter showed a cooling in US inflation and a moderation in economic growth without significant disruptions. Federal Reserve...

Fahad Hassan
Jul 9, 20242 min read
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