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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.


Creating a Centralised Investment Proposition
Charlie Parker and Chris Holdoway share the challenges and advantages of creating a successful centralised investment proposition (CIP).

Roz Pacey
Aug 5, 20251 min read


There are no silver bullets
In the third episode of our investment principles series, Charlie Parker and Fahad Hassan delve into the idea that "there are no silver bullets" in investing.

Roz Pacey
Aug 5, 20251 min read


How the advice industry is advancing
Eleanor Williams sits down with Tom Hegarty, CEO of SimplyBiz, to explore the evolving landscape of the financial advice industry.

Roz Pacey
Aug 5, 20251 min read


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 11, 20253 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 4, 20254 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 26, 20251 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 26, 20253 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 12, 20252 min read
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