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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.
Steps to help manage anxiety around investment decisions
Dr Hannah Critchlow spoke to us about how we can manage anxiety, particularly when it comes to investment decisions.
Victoria Hayes
Dec 13, 20241 min read
The UK growth puzzle: Why can't we thrive?
The evidence shows that we are a nation that has systematically under invested in our future and that this has led to weaker productivity.
Charlie Parker
Dec 13, 20246 min read
The big three (December 2024)
1. The Fed's delicate dance The Federal Reserve cut rates by twenty-five basis points, which speaks volumes about the delicate economic...
James Bluff
Dec 11, 20242 min read
Capturing opportunities: Time to climb webinar recording
We believe the coming year brings challenges and opportunities. Hear our views on the stock markets and global economy for 2025.
Charlie Parker
Dec 6, 20241 min read
Global markets: US leads powerful rally as optimism takes hold
Global markets delivered sharply contrasting returns in November, with US indices reaching new highs while other regions struggled with...
Fahad Hassan
Dec 4, 20242 min read
Adviser panel: Navigating retirement planning
In this episode we meet three experienced financial advisers to delve into the challenges of personalised retirement planning. Our guests...
Eleanor Williams
Nov 25, 20241 min read
Adviser reaction: Labour’s plan to incorporate pensions into inheritance tax
We spoke to Rebecca Bonner, Director & Independent Financial Adviser at Trigpoint Financial Planning, and asked her to share her...
Nathan McKerlie
Nov 20, 20243 min read
Adviser reaction: Labour’s first budget in 14 years
The effects of the much-anticipated Labour budget are beginning to sink in. We spoke to Rebecca Bonner, Director & Independent Financial...
Nathan McKerlie
Nov 20, 20243 min read
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