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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.
The Anxiety tax: how mental health undermines investor outcomes
Anxiety affects all of us. However much we are told to stay calm in a crisis and that worry does not achieve anything it is simply a...
Charlie Parker
Jun 25, 20244 min read
Retirement scenario planning
The FCA's recent review of retirement income advice revealed a range of practices among advisers in the market. While some firms...
Harry Children
Jun 7, 20243 min read
The Big Three: The Election Edition (June 2024)
1 . Rainy days, Ming vases and national service UK general elections are tame affairs compared to the circus and drama of the United...
Charlie Parker
Jun 6, 20242 min read
The election is on, but markets have barely noticed
The UK general election may matter a great deal to voters but to the markets it has had very little impact indeed. This relaxed...
Fahad Hassan
Jun 4, 20242 min read
Good problems and data dependence
As the global economy continues to improve, it's becoming clear that many of the challenges we face are a result of our own success. The...
Fahad Hassan
May 7, 20242 min read
The Big Three (May 2024)
1 . Stand and deliver Over the past year the world’s largest stock market, the United States, has risen by more than 23%, with other...
Charlie Parker
May 7, 20242 min read
The Big Three: The Trump Edition (April 2024)
As we approach a US election at the end of the year the possibility of a re-election of former President Donald Trump is getting real....
Charlie Parker
Apr 9, 20242 min read
The Big Three: The Innovation Edition (March 2024)
In recent weeks stock markets have made new highs, buoyed by the incredible results posted by the largest US companies and by continually...
Charlie Parker
Mar 13, 20243 min read
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