Wisdom Shared

wisdomshared

Prepared for UK professional advisers only. Capital at risk. Join Albemarle Street Partners as we dive into discussions with our great community of financial advisers, tackling the pressing issues of today and exploring investment themes.

  1. 4 days ago

    What actually diversifies portfolios?

    In this episode of Wisdom Shared, Senior Investment Manager Harry Children and CIO Fahad Hassan examine how traditional stock–bond diversification has weakened after recent inflation shocks and rising rates, and why advisers must rethink portfolio construction. They explore alternatives along with duration controls and practical implementation within the Prima Fund to improve portfolio resilience.   This episode was recorded on 19 May 2026.   On this podcast Harry Children, Senior Investment Manager at Albemarle Street Partners. Fahad Hassan, CIO at Albemarle Street Partners.   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.

    24 min
  2. 22 May

    Why are markets so strong despite everything?

    In this episode of Wisdom Shared, Senior Investment Manager Harry Children and CIO Fahad Hassan explore why equity markets are near all-time highs despite geopolitical tensions, higher oil prices, and sticky inflation. They explain how resilient corporate earnings, broader sector participation beyond mega-cap tech, and tactical investor behaviour have driven the rally, while bond markets and gilt stress highlight rising duration and fiscal risks.   This episode was recorded on 19 May 2026.   On this podcast Harry Children, Senior Investment Manager at Albemarle Street Partners. Fahad Hassan, CIO at Albemarle Street Partners.   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.

    20 min
  3. 11 May

    Superpowers at the brink: Navigating a new era of geopolitical disruption

    In this episode of Wisdom Shared, Frank Talbot explores the shifting geopolitical landscape with author and geopolitical analyst, James Crabtree, covering US-China relations, the Gulf tensions, Taiwan scenarios, and the rising importance of AI in economics and national security. This episode is insightful, as they delve into how these dynamics affect markets, supply chains, and investment risks, and why investors should factor geopolitics into their strategies.   This episode was recorded on 6 May 2026.   On this podcast James Crabtree, Author and Geopolitical Analyst. Frank Talbot, Head of Investment Research at Albemarle Street Partners.   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.

    30 min
  4. 6 Apr

    The Inflation Shock

    Prepared for professional advisers only. Frank Talbot and Fahad Hassan, explore the effects of heightened inflation, market disruptions, and what this means for portfolios. They also explain why it’s crucial to understand which assets are most impacted by rising inflation and how to take meaningful action to steer portfolios away from these sources of risk. This episode was recorded on 31 March 2026.   On this podcast Fahad Hassan, CIO at Albemarle Street Partners. Frank Talbot, Head of Investment Research at Albemarle Street Partners.   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.

    22 min
  5. 13 Mar

    Conflict in Iran: Market analysis

    Prepared for professional advisers only. Charlie Parker and Fahad Hassan analyse how the war in Iran, the effective closure of the Strait of Hormuz and the resulting oil shock are rapidly altering inflation, interest‑rate expectations and the dollar. They consider what this means for the US, UK, Europe and emerging markets. They outline portfolio responses taken so far: shortening gilt duration, using flexible bond funds to manage credit risk, reducing equity exposure (notably small caps and some Asian/value positions) and a cautious stance on private credit given potential software/AI‑driven defaults. This episode was recorded on 12 March 2026.   On this podcast Fahad Hassan, CIO at Albemarle Street Partners. Charlie Parker, Managing Director at Albemarle Street Partners.   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.

    21 min
  6. 3 Mar

    American Empire: Supply chains, rising debt and AI

    Prepared for professional advisers only. Charlie Parker and Eleanor Williams examine US vulnerabilities in global supply chains, in particular their dependence on Chinese rare earth and drug components. The hosts discuss the short-term risks and policy responses underway to reduce that exposure and where this may lead. This episode also discusses America’s rising debt burden, models of sustainability, and how AI-driven productivity and lower interest rates could reshape growth and lower fiscal risks.  Charlie Parker argues that the US faces real but manageable risks, with AI as the key wildcard determining economic and geopolitical outcomes. This is the second episode in our series on the American Empire, it was recorded on 24 February 2026. Please note that circumstances may have changed since recording. The content reflects our understanding at the time of recording.   On this podcast Eleanor Williams, Partnerships Director at Albemarle Street Partners. Charlie Parker, Managing Director at Albemarle Street Partners.   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.

    25 min
  7. 23 Feb

    What makes America different?

    Prepared for professional advisers only. We kick off our American Empire series with a close look at why the US has remained a dominant and resilient global force despite vulnerabilities. Hosts Eleanor Williams and Charlie Parker discuss America's culture and creative, destructive economic model and how this has enabled strong growth and market dominance, albeit with some citizens left behind. Look out for part two of this series.  On this podcast Eleanor Williams, Partnerships Director at Albemarle Street Partners. Charlie Parker, Managing Director at Albemarle Street Partners.   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.

    24 min
  8. 20 Feb

    The end of the American Empire?

    Prepared for professional advisers only. In this episode of Wisdom Shared, Charlie Parker and Eleanor Williams introduce our new series exploring whether the United States could be entering a period of decline. During the series they will be asking the question: Could we be witnessing the end of the American Empire? They outline five key risks to the US: high valuations, stressed institutions, fragile supply chains, rising debt, and the potential erosion of dollar dominance. The series will examine what each of these risks could mean for markets and investors.   On this podcast Eleanor Williams, Partnerships Director at Albemarle Street Partners. Charlie Parker, Managing Director at Albemarle Street Partners.   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.

    7 min

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Prepared for UK professional advisers only. Capital at risk. Join Albemarle Street Partners as we dive into discussions with our great community of financial advisers, tackling the pressing issues of today and exploring investment themes.