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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 big three (July 2025)
US President Trump has announced a sweeping 50% tariff on copper imports, effective 1st August, aiming to bolster domestic supply. US copper futures surged 13% following the news.

James Bluff
Jul 113 min read


Shock, awe and relief
The last quarter saw investors circle through the full spectrum of psychological states as they dealt with the consequences of President Donald Trump’s economic agenda.

Fahad Hassan
Jul 44 min read


The Anatomy of a Crisis
Charlie and Fahad delve into the complexities of market corrections, focusing on how unexpected events like President Donald Trump’s tariff announcements can trigger dramatic changes in the market.

Victoria Hayes
Jun 261 min read


Global markets and the role of data
We recently experienced how quickly events like President Trump's tariff policies and rising geopolitical tensions in the Middle East can change market conditions. These types of events highlight why facts are so important when markets are volatile. It's an opportune moment to step back and consider the broader picture.

Victoria Hayes
Jun 263 min read


The big three (June 2025)
1. US driving the sentiment Recent market sentiment has been shaped by evolving US trade strategy, a cooling inflation report, and...

James Bluff
Jun 122 min read


Webinar recording: Supporting clients through uncertainty
Over recent months, we've seen how politics can destabilise markets. Using new illustrations in our Investors' Guide to Markets, we examine how advisers can support clients through uncertain times and what we can learn from previous periods of market volatility.

Roz Pacey
Jun 121 min read


Calm must not be mistaken for a return to normal
After a volatile start to the year that threatened prolonged portfolio turmoil, May delivered a growing sense of calm that few investors...

Fahad Hassan
Jun 62 min read


How the noise of social media and FOMO continues to influence investors
Live from Money Marketing Interactive Leeds! Sarah Kennedy and Charlie Parker host industry experts to talk FOMO, social media and AI.

Roz Pacey
May 301 min read
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