Wisdom Shared

Hot take: Trump's election victory

Prepared for professional advisers only. In this episode of Wisdom Shared, hosts Charlie Parker and Fahad Hassan discuss the immediate aftermath of Donald Trump's victory in the US presidential election, assessing the market implications and what the result means for investors.

They delve into Trump's proposed economic policies, including substantial tariffs on Chinese goods and potential shifts in support for green energy initiatives. Charlie and Fahad go on to analyse the mixed reactions in the markets, noting the rally in US stocks and the contrasting performance of European and Asian markets. They discuss how these movements might shape investment strategies and asset allocation in the coming months.

Finally, the episode addresses the broader implications of Trump's policies on global trade, the US economy, and fiscal strategies.

 

Website 

To learn more about Albemarle Street Partners, visit aspim.co.uk 

 

Important information

Wisdom Shared is exclusively for professional advisers only. Private investors should contact their financial adviser.

Past performance is not a guide to future performance. The value of your investments may go down as well as up and investors may not get back the amount originally invested. Capital is at risk.

Nothing in this podcast/video should be deemed to constitute the provision of financial, investment or other professional advice in any way. This podcast/video may include forward-looking statements that are based upon current opinions, expectations, and projections. All opinions are our own, or those of guest contributors, and we undertake no obligation to revise any forward-looking statements. Actual results may differ materially from those anticipated in statements.

Issued by Albemarle Street Partners which is a trading name of Atlantic House Investments Limited (AHI), which is authorised and regulated by the Financial Conduct Authority (“FCA”). The information, data, analyses, and opinions contained herein include the proprietary information of Albemarle Street Partners, may not be copied or redistributed without prior permission, do not constitute investment advice offered by Albemarle Street Partners, are provided solely for informational purposes and therefore are not an offer to buy or sell a security, and are not warranted to be correct, complete, or accurate. Albemarle Street Partners shall not be responsible for any trading decisions, damages, or other losses resulting from, or related to, this information, data, analyses, or opinions or their use.

 

Understanding anxiety and decision-making with Dr. Hannah Critchlow

Prepared for professional advisers only. Welcome to another episode of Wisdom Shared. Today, we are joined by Dr. Hannah Critchlow, a neuroscientist, author, and broadcaster, to delve into the intricate workings of the brain. From anxiety to decision-making, Dr. Critchlow explains how our brains work and provides insights into managing anxiety through techniques such as meditation and exercise, and how these practices can improve our decision-making processes.

Learn practical tips for financial advisers on how to better support anxious clients, including the benefits of meetings in nature and the importance of making clients feel heard. 

Join us for a fascinating conversation that blends neuroscience with practical advice, aimed at helping you understand and optimise your brain's potential.

 

Website 

To learn more about Albemarle Street Partners, visit aspim.co.uk 

 

Important information

Wisdom Shared is exclusively for professional advisers only. Private investors should contact their financial adviser.

Past performance is not a guide to future performance. The value of your investments may go down as well as up and investors may not get back the amount originally invested. Capital is at risk.

Nothing in this podcast/video should be deemed to constitute the provision of financial, investment or other professional advice in any way. This podcast/video may include forward-looking statements that are based upon current opinions, expectations, and projections. All opinions are our own, or those of guest contributors, and we undertake no obligation to revise any forward-looking statements. Actual results may differ materially from those anticipated in statements.

Issued by Albemarle Street Partners which is a trading name of Atlantic House Investments Limited (AHI), which is authorised and regulated by the Financial Conduct Authority (“FCA”). The information, data, analyses, and opinions contained herein include the proprietary information of Albemarle Street Partners, may not be copied or redistributed without prior permission, do not constitute investment advice offered by Albemarle Street Partners, are provided solely for informational purposes and therefore are not an offer to buy or sell a security, and are not warranted to be correct, complete, or accurate. Albemarle Street Partners shall not be responsible for any trading decisions, damages, or other losses resulting from, or related to, this information, data, analyses, or opinions or their use.

Hot take: The first Fed rate cut

Prepared for professional advisers only. Charlie Parker analyses the Federal Reserve's first rate cut in nearly four years, examining its implications for markets and investment portfolios.

 

Website 

To learn more about Albemarle Street Partners, visit aspim.co.uk 

 

Important information

Wisdom Shared is exclusively for professional advisers only. Private investors should contact their financial adviser.

Past performance is not a guide to future performance. The value of your investments may go down as well as up and investors may not get back the amount originally invested. Capital is at risk.

Nothing in this podcast/video should be deemed to constitute the provision of financial, investment or other professional advice in any way. This podcast/video may include forward-looking statements that are based upon current opinions, expectations, and projections. All opinions are our own, or those of guest contributors, and we undertake no obligation to revise any forward-looking statements. Actual results may differ materially from those anticipated in statements.

Issued by Albemarle Street Partners which is a trading name of Atlantic House Investments Limited (AHI), which is authorised and regulated by the Financial Conduct Authority (“FCA”). The information, data, analyses, and opinions contained herein include the proprietary information of Albemarle Street Partners, may not be copied or redistributed without prior permission, do not constitute investment advice offered by Albemarle Street Partners, are provided solely for informational purposes and therefore are not an offer to buy or sell a security, and are not warranted to be correct, complete, or accurate. Albemarle Street Partners shall not be responsible for any trading decisions, damages, or other losses resulting from, or related to, this information, data, analyses, or opinions or their use.

 

The financial landscape after Starmer's landslide victory: What lies ahead?

Prepared for professional advisers only. Welcome to another episode of Wisdom Shared by Albemarle Street Partners. In this episode, we dive into the implications of the recent government change in the UK, with Keir Starmer's landslide victory shaking up the political landscape.

Our guest, Simon Harrington, Head of Public Affairs for PIMFA, joins us to dissect what this means for financial services regulation, and the broader economic environment. We explore the government's approach to financial services, potential tax reforms, and the anticipated impact on financial advice.

Simon shares his thoughts on the government's upcoming autumn budget expectations. We also discuss the importance of regulatory stability and the role of small financial advice firms in this evolving context.

 

Website 

To learn more about Albemarle Street Partners, visit aspim.co.uk 

 

Important information

Wisdom Shared is exclusively for professional advisers only. Private investors should contact their financial adviser.

Past performance is not a guide to future performance. The value of your investments may go down as well as up and investors may not get back the amount originally invested. Capital is at risk.

Nothing in this podcast/video should be deemed to constitute the provision of financial, investment or other professional advice in any way. This podcast/video may include forward-looking statements that are based upon current opinions, expectations, and projections. All opinions are our own, or those of guest contributors, and we undertake no obligation to revise any forward-looking statements. Actual results may differ materially from those anticipated in statements.

Issued by Albemarle Street Partners which is a trading name of Atlantic House Investments Limited (AHI), which is authorised and regulated by the Financial Conduct Authority (“FCA”). The information, data, analyses, and opinions contained herein include the proprietary information of Albemarle Street Partners, may not be copied or redistributed without prior permission, do not constitute investment advice offered by Albemarle Street Partners, are provided solely for informational purposes and therefore are not an offer to buy or sell a security, and are not warranted to be correct, complete, or accurate. Albemarle Street Partners shall not be responsible for any trading decisions, damages, or other losses resulting from, or related to, this information, data, analyses, or opinions or their use.

 

Building a Centralised Investment and Retirement Proposition - Part two

Prepared for professional advisers only. In the second episode of our series on creating a Centralised Investment and Retirement Proposition (CIRP) Karl Dines, principal at Open Door Policy, interviews Albemarle Street Partners' Charlie Parker and Fahad Hassan. Karl asks them how they would address some of the investment challenges that need to be considered when developing a CIRP. They focus in particular on how to manage a client's investments during drawdown, as well as offering practical advice on how to manage volatility, address market downturns and the role of an adviser in navigating a clients financial anxiety.

Request a copy of our Investors’ Guide to Markets, mentioned in the podcast.

 

Website 

To learn more about Albemarle Street Partners, visit aspim.co.uk 

 

Important information

Wisdom Shared is exclusively for professional advisers only. Private investors should contact their financial adviser.

Past performance is not a guide to future performance. The value of your investments may go down as well as up and investors may not get back the amount originally invested. Capital is at risk.

Nothing in this podcast/video should be deemed to constitute the provision of financial, investment or other professional advice in any way. This podcast/video may include forward-looking statements that are based upon current opinions, expectations, and projections. All opinions are our own, or those of guest contributors, and we undertake no obligation to revise any forward-looking statements. Actual results may differ materially from those anticipated in statements.

Issued by Albemarle Street Partners which is a trading name of Atlantic House Investments Limited (AHI), which is authorised and regulated by the Financial Conduct Authority (“FCA”). The information, data, analyses, and opinions contained herein include the proprietary information of Albemarle Street Partners, may not be copied or redistributed without prior permission, do not constitute investment advice offered by Albemarle Street Partners, are provided solely for informational purposes and therefore are not an offer to buy or sell a security, and are not warranted to be correct, complete, or accurate. Albemarle Street Partners shall not be responsible for any trading decisions, damages, or other losses resulting from, or related to, this information, data, analyses, or opinions or their use.

Building a Centralised Investment and Retirement Proposition - Part one

Prepared for professional advisers only. Creating a centralised investment and retirement proposition (CIRP) can be daunting. In the first episode of our CIRP series, Charlie Parker, the managing director of Albemarle Street Partners meets Karl Dines of advisory support business Open Door Policy. They discuss the value a CIRP can add to an adviser's business and how to get started creating one, with three strategies for accumulation, decumulation and ESG. 

 

Website 

To learn more about Albemarle Street Partners, visit aspim.co.uk 

 

Important information

Wisdom Shared is exclusively for professional advisers only. Private investors should contact their financial adviser.

Past performance is not a guide to future performance. The value of your investments may go down as well as up and investors may not get back the amount originally invested. Capital is at risk.

Nothing in this podcast/video should be deemed to constitute the provision of financial, investment or other professional advice in any way. This podcast/video may include forward-looking statements that are based upon current opinions, expectations, and projections. All opinions are our own, or those of guest contributors, and we undertake no obligation to revise any forward-looking statements. Actual results may differ materially from those anticipated in statements.

Issued by Albemarle Street Partners which is a trading name of Atlantic House Investments Limited (AHI), which is authorised and regulated by the Financial Conduct Authority (“FCA”). The information, data, analyses, and opinions contained herein include the proprietary information of Albemarle Street Partners, may not be copied or redistributed without prior permission, do not constitute investment advice offered by Albemarle Street Partners, are provided solely for informational purposes and therefore are not an offer to buy or sell a security, and are not warranted to be correct, complete, or accurate. Albemarle Street Partners shall not be responsible for any trading decisions, damages, or other losses resulting from, or related to, this information, data, analyses, or opinions or their use.

What does the whirlwind of political change mean for investors?

Prepared for professional advisers only. The last 30 days has shown us how quickly the political landscape can change. Amidst an avalanche of political disruption, this episode analyses what it could mean for the economy, financial markets and client outcomes.  

Albemarle Street Partners’ Managing Director Charlie Parker and CIO Fahad Hassan reflect on the Labour Party's election success and subsequent large majority in UK Government, they consider reasons to be positive about the UK's future and what we can expect from Keir Starmer and Rachel Reeves.

They also examine significant political shifts in Europe and what leadership changes we may see there. They discuss Donald Trump’s strengthening position in the United States and how the choice of JD Vance as vice presidential candidate signals that the Republican Party is no longer fiscally conservative.

 

 

Website 

To learn more about Albemarle Street Partners, visit aspim.co.uk 

 

Important information

Wisdom Shared is exclusively for professional advisers only. Private investors should contact their financial adviser.

Past performance is not a guide to future performance. The value of your investments may go down as well as up and investors may not get back the amount originally invested. Capital is at risk.

Nothing in this podcast/video should be deemed to constitute the provision of financial, investment or other professional advice in any way. This podcast/video may include forward-looking statements that are based upon current opinions, expectations, and projections. All opinions are our own, or those of guest contributors, and we undertake no obligation to revise any forward-looking statements. Actual results may differ materially from those anticipated in statements.

Issued by Albemarle Street Partners which is a trading name of Atlantic House Investments Limited (AHI), which is authorised and regulated by the Financial Conduct Authority (“FCA”). The information, data, analyses, and opinions contained herein include the proprietary information of Albemarle Street Partners, may not be copied or redistributed without prior permission, do not constitute investment advice offered by Albemarle Street Partners, are provided solely for informational purposes and therefore are not an offer to buy or sell a security, and are not warranted to be correct, complete, or accurate. Albemarle Street Partners shall not be responsible for any trading decisions, damages, or other losses resulting from, or related to, this information, data, analyses, or opinions or their use.

 

 

The impacts of anxiety on investment decisions

Prepared for professional advisers only. Charlie Parker, the managing director at Albemarle Street Partners meets Lee Robertson, the founder and CEO at Octo Members Group and former CEO of Investment Quorum. They discuss the role of anxiety in investment decisions and how advisers can help clients to hold their nerve when it comes to making the best decisions for their financial futures.

Lee is open about his own anxiety and what strategies have helped him personally. They talk about the importance of trust and open communications when money is an emotive subject for many people. They describe the role of a financial adviser in dealing with uncertainty truthfully, helping clients to make sound decisions that will stand them in good stead for a broad range of scenarios.  

During the podcast Charlie mentions research into influences on people's investment decisions, the research can be found here.

Our Investors' Guide to Markets, which is designed to support professional advisers in conversations with clients at critical junctures, is available to request here.

 

Website 

To learn more about Albemarle Street Partners, visit aspim.co.uk 

 

Important information

Wisdom Shared is exclusively for professional advisers only. Private investors should contact their financial adviser.

Past performance is not a guide to future performance. The value of your investments may go down as well as up and investors may not get back the amount originally invested. Capital is at risk.

Nothing in this podcast/video should be deemed to constitute the provision of financial, investment or other professional advice in any way. This podcast/video may include forward-looking statements that are based upon current opinions, expectations, and projections. All opinions are our own, or those of guest contributors, and we undertake no obligation to revise any forward-looking statements. Actual results may differ materially from those anticipated in statements.

Issued by Albemarle Street Partners which is a trading name of Atlantic House Investments Limited (AHI), which is authorised and regulated by the Financial Conduct Authority (“FCA”). The information, data, analyses, and opinions contained herein include the proprietary information of Albemarle Street Partners, may not be copied or redistributed without prior permission, do not constitute investment advice offered by Albemarle Street Partners, are provided solely for informational purposes and therefore are not an offer to buy or sell a security, and are not warranted to be correct, complete, or accurate. Albemarle Street Partners shall not be responsible for any trading decisions, damages, or other losses resulting from, or related to, this information, data, analyses, or opinions or their use.