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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.
Outlook and estimations for 2023: Back to bonds
2022 has been a difficult year for multi-asset portfolios as bond yields have risen in reaction to higher inflation. While an end to...
Fahad Hassan
Dec 15, 20222 min read
No battle plan, so the saying goes, survives first contact with the enemy
This old adage has proven astonishingly true in 2022. The year begun with high hopes that the global pandemic was over and that we could...
Charlie Parker
Dec 15, 20222 min read
Reasons to be cheerful as we enter 2023
Inflation appears to have peaked The cost of living crisis is pertinent in our day to day lives. Yet the market can see that it is now...
Charlie Parker
Dec 15, 20222 min read
The lessons of history and a tantalising glimpse of recovery
Today, being a stock market investor is like being the skipper of a ship. You are below deck, the hatches are battened down and the wind...
Victoria Hayes
Oct 21, 20224 min read
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
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