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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.
That's a wrap
We had a great couple of days at our annual conference held at the beautiful Rushton Hall in the Midlands. Spending time with our...
Victoria Hayes
Sep 25, 20231 min read
Further progress towards economic revival, but no declaration of victory
In the history of mistaken political slogans, one that ranks above most others was the moment when President George W Bush stood on the...
Charlie Parker
Sep 8, 20232 min read
More interest rate pain but economic clouds slowly disperse
The heat of the Summer brought more pain for borrowers, with both the US Federal Reserve and the Bank of England hiking interest rates...
Fahad Hassan
Aug 9, 20234 min read
The mirage of an attractive cash rate
For the first time in 15 years UK savers can now park their money with a high street bank and earn a 5% interest rate. On the face of it,...
Charlie Parker
Aug 1, 20235 min read
It's a crazy little thing called rates
So far, this year has experienced a bumper start with both bonds and equities rallying. The decline in inflation appears to have lifted...
Fahad Hassan
May 9, 20233 min read
You can't have your cake and eat it too
The last few weeks have unearthed a potential downside to the unexpected strength in the global economy. 2023 started with a plethora of...
Fahad Hassan
Mar 7, 20232 min read
Noise, babble, and lessons from history
It is important to assess the investment lessons learnt after yet another remarkable year. Our investment process is built on the key...
Fahad Hassan
Dec 16, 20223 min read
Entrenched pessimism, not naïve optimism, is the trap for investors to avoid in 2023
To remain optimistic about the world during years like 2022 was a challenge for those with even the sunniest of dispositions. Soaring...
Charlie Parker
Dec 15, 20225 min read
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