top of page

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.


Trends insights from Platforum's Richard Bradley
Sarah Kennedy hosts Richard Bradley of Platforum to discuss trends affecting financial advisers.

Roz Pacey
Sep 18, 20251 min read


The big three (September 2025)
In 2025, long-term bond yields have risen sharply across developed markets including the US, UK, EU, and Japan.

James Bluff
Sep 11, 20252 min read


Market update: The summer bounce
In this episode, hosts Eleanor Williams and Charlie Parker take a look back at market activity over the summer and discuss what could be next in the coming months.

Roz Pacey
Sep 5, 20251 min read


New highs and a cautious calm
Asset markets saw limited progress last month as investors digested new macroeconomic data. The US economy is slowing, yet it is handling tariff uncertainty. Business Manager Surveys (PMIs) remain weak, but retail sales have stabilised. All eyes, including those of the Fed, are on the labour market, where the data is mixed. New job openings have slowed, but layoffs have not increased sharply outside the government. Jerome Powell’s final Jackson Hole address confirmed that the

Fahad Hassan
Sep 4, 20252 min read


Staring down the fiscal barrel
Speculation is hotting up about what the Autumn budget will bring. It feels like only yesterday we were staring down the barrel of the fear that chancellor Rachel Reeves would raise capital gains tax in line with income tax last year. In the event, of course, her move was modest and even that proved counterproductive with the tax-take falling since the intervention. This year, she remains in a very similar pickle. Her hopes that last year’s tax rises, principally a rise in em

Charlie Parker
Aug 29, 20252 min read


The rise of managed portfolio services (MPS)
In the second episode of our series focusing on centralised investment propositions (CIPs), we explore the increasing dominance of managed portfolio services (MPS) and how they work alongside multi-asset funds.

Roz Pacey
Aug 19, 20251 min read


The big three (August 2025)
1. Central Banks at crossroads The Bank of England cut interest rates from 4.25% to 4% in August, but a narrow 5–4 vote exposed deep divisions among policymakers and underscored the complexity of the current environment. Inflation surprised to the upside in June at 3.6%, while GDP contracted by 0.1% in May. Labour market data has also softened, with employment falling in seven of the past eight months and wage growth cooling, though the weakness remains concentrated in sector

Daksh Ahuja
Aug 13, 20253 min read


Mastering CIPs and CRPs: A comprehensive guide for advisers
Nathan McKerlie hosts Andy Parsons, Head of Investments and Protection at Defaqto, for an insightful discussion on centralised investment propositions (CIPs) and centralised retirement propositions (CRPs).

Roz Pacey
Aug 12, 20251 min read
bottom of page