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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 inflation battle continues
Inflation has a tendency to vanish quietly, only to reappear when least expected.

Mark Greenwood
Dec 8, 20254 min read


How to feel hopeful and empowered about AI
Annabel Gillard, AI ethics expert, shares her views on how we can engage positively with AI.

Roz Pacey
Dec 8, 20254 min read


Resilience amid disruption
2025 will be remembered not for the disruptions that dominated headlines, but for the resilience that defied expectations.

Fahad Hassan
Dec 8, 20253 min read


Into the white heat of technology
Markets are forecasting interest rate cuts across the rich world in the early part of 2026. This offers the potential for improved performance from parts of the global stockmarket that have been less immediately lifted by the growth of artificial intelligence.

Charlie Parker
Dec 8, 20253 min read


Swings and roundabouts
Market Commentary - December 2025.
It has been a volatile yet fruitful year for investors. November encapsulated both qualities in a single month. What began as an orderly reassessment of artificial intelligence valuations briefly threatened to become something uglier. Bargain hunters and rate-cut optimism then combined to rescue markets from their mid-month lows.

Fahad Hassan
Dec 5, 20253 min read


Budget Insights with Rebecca Bonner
Rebecca Bonner of Trigpoint Financial Planning speaks to Eleanor Williams about the recent UK budget’s practical impact on advisers and their clients.

Roz Pacey
Dec 5, 20251 min read


Hot-take: the UK budget
Nathan McKerlie and Charlie Parker unpack Rachel Reeves’ autumn budget, the unprecedented OBR leak, and the political and market implications.

Roz Pacey
Nov 28, 20251 min read


UK Budget 2025
Rachel Reeves has presented the highly anticipated Budget, although an unexpected early release of the Office for Budget Responsibility’s (OBR) Economic and Fiscal Outlook briefly diverted attention. Despite this unusual development, we have been monitoring events closely and are pleased to share our initial thoughts.

Victoria Hayes
Nov 26, 20252 min read
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