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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.


Interest rates rise, the pound falls and everyone scratches their heads
The past week has seen a number of significant changes for the global economy. Firstly, interest rates have risen sharply. In the United...

Charlie Parker
Sep 27, 20226 min read


Hold your horses
Fed speak: The not-so-subtle art of persuasion Equity markets began to soar ahead of the all-important monetary policy symposium in...

Fahad Hassan
Sep 5, 20223 min read


Under the Hat - The Eye of the Storm
Bear market rallies can engender even more superlatives than those that accompanied stocks to their bull market peaks. “All is well! We...

Victoria Hayes
Aug 1, 20225 min read


Under the Hat - We've only just begun
Way back in 1955 the then chairman, William McChesney said that the Federal Reserve “is in the position of the chaperone who ordered the...

Victoria Hayes
Jul 18, 20224 min read


Quarterly Update: Breathe, pause, adjust
“History doesn't repeat itself, but It often rhymes” – Mark Twain. Risk assets suffered their worst start to the year since the 1970s....

Fahad Hassan
Jul 14, 20225 min read


Webinar: You, me and inflation
What can the history of the 20th century teach us about this inflationary threat and how can we prepare our financial advisory businesses...

Charlie Parker
Jun 24, 20221 min read


A rock and a hard place: Navigating changing policy
The US Federal Reserve delivered a .75% hike in policy interest rates at its June meeting. The step taken in reaction to the May...

Fahad Hassan
Jun 21, 20224 min read


Our Investors' Survival Guide to Inflation
The current market is testing the resolve of all investors. However, understanding the market cycle and how historical patterns of...

Charlie Parker
Jun 21, 20221 min read
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