The Art of Investing

IG UK
  • 4.8 (70)
  • INVESTING
  • UPDATED WEEKLY

Looking to turn Market Chaos into Investing Clarity? Welcome to The Art of Investing - a brand new podcast that transforms market noise into clear investing strategies. Brought to you by IG, global investing platform, FTSE 250 and over 50 years in the markets. This isn't your typical finance show. Whether you're taking your first steps into the investment world or you're a seasoned investor looking to sharpen your edge, you've found your new secret weapon. Every Friday, join hosts Rich McDonald, Mark Holden & Chris Fellingham – three investing legends bringing you a combined century of market wisdom. They'll decode the week's biggest moves, reveal the hot topics that could make or break a portfolio, and share the insights that separate winners from wishful thinkers. But here's where we blow every other podcast out of the water: Introducing our live Model Portfolio. With IG's access to thousands of global markets, you'll watch our strategy unfold in real-time, unfiltered investment action, that you can follow. Every week, we'll pull back the curtain on exactly how the portfolio is performing. The wins, the losses, the lessons learned – it's all here. This is investing education with skin in the game. Are you ready to master the art of investing? This podcast is provided for educational and informational purposes only. The content presented is not intended as personal investment advice, financial planning guidance, or a recommendation to buy, sell, or hold any particular securities or investments. All discussions regarding the model portfolio are for educational purposes only. Past performance is not an indication of future results. Your capital is at risk. The value of shares, ETFs and ETCs can fall as well as rise, which could mean getting back less than you originally put in.

  1. Global Tech Surges as FTSE Suffers Political Uncertainty

    2 DAYS AGO

    Global Tech Surges as FTSE Suffers Political Uncertainty

    This week on The Art of Investing, Rich McDonald is joined by Mark “Spice” Holden, Chris “CJ” Fellingham, who together bring over 100 years of combined experience across wealth and hedge fund management. They’re joined by special guest Adam Smith, former Chief of Staff to Chancellor Jeremy Hunt, to unpack another huge week in global markets. US equities pushed to fresh all-time highs as AI and semiconductor stocks surged higher, while falling oil prices and improving risk sentiment helped fuel a broad market rally. The team also debate whether signs of a bubble are beginning to emerge in parts of the technology market. This Week’s Highlights:📈 Markets Hit Fresh HighsUS indices including the Nasdaq, Russell 2000 and S&P 500 all reached new all-time highs as oil prices fell more than 10% this week. 💻 AI & Semiconductor Boom AcceleratesAMD, TSMC, Samsung and Intel all surged after another wave of blockbuster technology earnings and AI demand. ⚠️ Bubble Warning Signs Emerging?The team discuss whether investors are now “buying names they like” regardless of valuation, with comparisons made to previous speculative bubbles. 🇬🇧 Can The UK Compete In AI?Adam Smith shares insights from Westminster on Britain’s AI ambitions, and why the UK still has a chance to become a major global AI hub. 🛢️ Oil Falls As Ceasefire Hopes GrowMarkets welcomed signs of easing tensions in the Middle East, helping drive risk assets higher globally. Portfolio Snapshot – Week 38:No changes were made to the portfolio this week. Weekly portfolio performance: +4.5% Total return since inception: +21.4% 2026 year-to-date return: +8.9% Top Performers 🥇 VanEck Crypto & Blockchain Innovators ETF: +21.6% WoW 🥈 BlackRock World Mining Trust PLC: +7.8% WoW 🥉 iShares Nikkei 225 ETF: +6.5% WoW Underperformers 📉 Cash: +0.1% WoW 📉 iShares UK Gilts 0–5yr ETF: +0.4% WoW 📉 iShares MSCI India ETF: +1.5% WoW Big Questions This Week:Is the AI rally becoming a bubble?Why are markets ignoring valuation concerns?Can the UK become a serious AI player?Is “Sell in May and Go Away” finally relevant again?Are investors underestimating how strong the US economy remains? What You’ll Learn:✔️ Why expectations matter more than earnings alone ✔️ How AI demand is reshaping global markets ✔️ Why semiconductor stocks are leading the rally ✔️ What warning signs investors should watch for in bull markets ✔️ How politics and policy could influence the next phase of AI investing 📈 Download the full Portfolio Performance Slides View the portfolio breakdown: here 📧 Get in touch: theartofinvesting@ig.com Subscribe for weekly investing insight and to follow the live portfolio in real time. Disclaimer:This podcast is provided for educational and informational purposes only. The content presented is not intended as personal investment advice or a recommendation to buy, sell, or hold any particular securities or investments. All discussions regarding the model portfolio are illustrative and for educational purposes. Your capital is at risk. The value of shares, ETFs and ETCs can fall as well as rise, which could mean getting back less than you originally put in. Beat The Street Competition:More Info here: https://bts.ig.com/uk/beat-the-street/home 📋 T&Cs: The “Beat the Street” competition is open to UK legal residents aged 18+ and there’s a limit of one registration per person. The promoter is IG Trading and Investments Ltd and you can enter and find full T&C’s at ig.com/uk/beat-the-street. Disclaimer:This podcast is provided for educational and informational purposes only. The content presented is not intended as personal investment advice or a recommendation to buy, sell, or hold any particular securities or investments. All discussions regarding the model portfolio are illustrative and for educational purposes. Your capital is at risk. The value of shares, ETFs and ETCs can fall as well as rise, which could mean getting back less than you originally put in.

    1hr 12min
  2. British Debt Gloom vs US Stock Euphoria — What Comes Next?

    1 MAY

    British Debt Gloom vs US Stock Euphoria — What Comes Next?

    This Week on The Art of Investing, Rich McDonald returns from holiday to find oil at $126 a barrel and markets at all-time highs. The team try to make sense of it - rate cut expectations have collapsed, geopolitical risk has intensified, and yet the S&P 500 and Nasdaq keep climbing. Mark "Spice" Holden and Chris "CJ" Fellingham join Rich to dig into why US markets are defying every macro headwind, what it means for a portfolio that had a tough week, and whether now is the time to act or sit on their hands. The episode also covers a deep dive into UK gilt fair value, the Bank of England rate decision, the rise of algorithmic trading and its impact on price discovery, and a listener Q&A on stop losses and what the team have genuinely learned since launching the podcast. This Week's Highlights: 🛢️ Oil at $126 — Markets Shrug Brent crude up nearly 20% in eight days on Straits of Hormuz fears, yet the S&P and Nasdaq hit all-time highs. 💻 Magnificent Seven Earnings Crunch Four Mag Seven reports in two minutes - Alphabet surged, Meta fell, and the Nasdaq pushed higher. 🔧 Chip Stocks Explode Qualcomm up 16%, Intel up 100% since April - AI chip demand is the trade of the moment. 🇬🇧 UK Gilts & the "Moron Premium" CJ breaks down gilt fair value and why 5.75% yields may still not be cheap enough to buy. 🤖 Machines Are Winning Algorithmic momentum trading is moving markets beyond rational levels and crowding out human investors. Portfolio Snapshot - Week 37 No changes were made to the portfolio this week. Weekly performance: –2.1% Total return since inception: +16.9% Top Performers: 🥇 iShares S&P 500 GBP Hedged ETF: +0.1% 🥈 Cash: +0.1% Underperformers: 📉 VanEck Crypto & Blockchain Innovators ETF: –9.5% 📉 BlackRock World Mining Trust PLC: –8.7% 📉 WisdomTree Copper ETF: –3.6% Portfolio Positioning: A tough week, with the oil price rise hitting commodities and oil-importing markets the hardest. The team agreed not to act while market direction remains unclear - CJ's view: when you're not seeing it well, making decisions is a recipe for mistakes. Watch and wait.  • US equities and AI beneficiaries remain core - justified by 13%+ earnings growth for six consecutive quarters  • UK and European exposure under review - the DAX would be first to go if forced to cut  • A move into long gilts is being considered if 30-year yields push above 6%  • Commodities suffering from oil rotation - mining and copper the biggest portfolio drags this week 📈 Download the full Portfolio Performance Slides View the portfolio breakdown: here 📧 Get in touch: theartofinvesting@ig.com Subscribe for weekly investing insight and to follow the live portfolio in real time. Disclaimer This podcast is provided for educational and informational purposes only. The content presented is not intended as personal investment advice or a recommendation to buy, sell, or hold any particular securities or investments. All discussions regarding the model portfolio are illustrative and for educational purposes. Your capital is at risk. The value of shares, ETFs and ETCs can fall as well as rise, which could mean getting back less than you originally put in. Beat The Street Competition  More Info here: https://bts.ig.com/uk/beat-the-street/home 📋T&Cs: The “Beat the Street” competition is open to UK legal residents aged 18+ and there’s a limit of one registration per person. The promoter is IG Trading and Investments Ltd and you can enter and find full T&C’s at ig.com/uk/beat-the-street.

    1hr 1min
  3. Forget Stock Picking. What Makes a Great Investor?

    24 APR

    Forget Stock Picking. What Makes a Great Investor?

    This week on The Art of Investing, Sophie Cocker steps in as host alongside Mark “Spice” Holden and Chris “CJ” Fellingham. Special guest, Claire Flynn Levy, author of “Stock Market Maestro’s” explores what truly separates top investors, and why behaviour, not stock picking, often drives long-term success.  The team use their extensive experience across wealth and hedge fund management to unpack another strong week for global markets, even as oil rises, geopolitical tensions linger and macro signals remain mixed. US equities continue to push higher, with the S&P 500, NASDAQ and small caps all hitting fresh highs. Meanwhile, emerging markets and Japan are also gaining momentum, raising the question: is this still the AI-driven rally, or something more structural? This Week’s Highlights:🧠 Investor Behaviour Matters, From The Book ‘Stock Market Maestro’s’ Why managing losses and position sizing often matters more than picking winners. 📈 Markets Defy Expectations US equities hit new highs despite rising oil prices and ongoing uncertainty. 💻 Tech & AI Still Leading Magnificent Seven strength continues, with AI-driven productivity shaping markets. 🌏 Global Markets Broadening Out Emerging markets and Japan rally, suggesting gains are spreading beyond mega caps. 🇬🇧 UK & Europe Lag Weakness persists amid rate pressure, political uncertainty and slower AI adoption. Portfolio Snapshot - Week 36:No changes were made to the portfolio this week. Weekly performance: +1.3% Total return since inception: +19.07% Top Performers🥇 VanEck Crypto & Blockchain Innovators ETF: +8.55% 🥈 iShares Russell 2000 ETF: +2.77% 🥉 iShares Core MSCI EM IMI ETF: +2.26% Underperformers📉 BlackRock World Mining Trust: –1.55% 📉 iShares Core FTSE 100 ETF: –0.89% 📉 Invesco Stoxx Euro 600 ETF: –0.52% Portfolio Positioning:The portfolio remains tilted toward growth and global diversification, with: • Strong exposure to US equities and AI beneficiaries • Positions in emerging markets and Japan • Commodities exposure alongside defensive assets The team maintain conviction but acknowledge increasing uncertainty around what’s driving markets. Big Questions This Week:• Is this still the AI trade, or something else? • Why are markets rising despite macro headwinds? • Are investors underestimating US strength? • When should you act, and when should you stay patient? What You’ll Learn✔️ Why you don’t need to be right more than 50% of the time ✔️ How top investors manage winners vs losers ✔️ Why cutting losses is critical to long-term returns ✔️ How AI is already impacting markets and productivity ✔️ Why behaviour often matters more than stock picking 📈 Download the full Portfolio Performance Slides View the portfolio breakdown: here 📧 Get in touch: theartofinvesting@ig.com Subscribe for weekly investing insight and to follow the live portfolio in real time. Disclaimer:This podcast is provided for educational and informational purposes only. The content presented is not intended as personal investment advice or a recommendation to buy, sell, or hold any particular securities or investments. All discussions regarding the model portfolio are illustrative and for educational purposes. Your capital is at risk. The value of shares, ETFs and ETCs can fall as well as rise, which could mean getting back less than you originally put in. Beat The Street Competition: More Info here: https://bts.ig.com/uk/beat-the-street/home 📋T&Cs: The “Beat the Street” competition is open to UK legal residents aged 18+ and there’s a limit of one registration per person. The promoter is IG Trading and Investments Ltd and you can enter and find full T&C’s at ig.com/uk/beat-the-street.

    1hr 13min
  4. US Equities Rally 11 Days in a Row - Why Panicking Can Cost You?

    17 APR

    US Equities Rally 11 Days in a Row - Why Panicking Can Cost You?

    This week on The Art of Investing, Rich McDonald, Mark “Spice” Holden and Chris “CJ” Fellingham draw on over 100 years of combined experience across wealth and hedge fund management to break down a remarkable moment in markets. US equities are pushing to new all-time highs, despite ongoing geopolitical tension, energy uncertainty and lingering concerns around credit markets. With the S&P 500 and NASDAQ rallying strongly, the team explore what’s really driving this move, why sentiment has shifted so quickly, and whether this is the start of a broader bull market or simply another leg in a volatile cycle. They also break down the growing dominance of big tech, the role of institutional money flows, and why markets can often move in the opposite direction to headlines. This Week’s Highlights:📈 Markets Hit New Highs US equities surge to record levels, climbing the “wall of worry” despite negative news flow. 💻 Tech Leads the Charge The Magnificent Seven drive performance, with Nvidia and mega-cap tech powering gains. 🔄 Rotation in Action Capital flows back into under-owned areas, with short squeezes amplifying moves. 🏦 Banks Reassure on Credit Major US banks signal resilience in the economy and downplay private credit concerns. 🌍 Global Divergence US markets outperform while Europe and the UK lag amid currency and energy pressures. 🧠 Psychology Over Fundamentals Why fear, greed and positioning often matter more than macro narratives. Portfolio Snapshot - Week 35:No changes to the portfolio this week. Top Performers🥇 VanEck Crypto & Blockchain Innovators ETF: +10.2% 🥈 WisdomTree Copper ETF: +4.4% 🥉 iShares S&P 500 GBP Hedged ETF: +3.4% Underperformers📉 iShares UK Gilts 0–5yr ETF: –0.1% 📉 iShares Core FTSE 100 ETF: –0.1% 📉 Cash: +0.1% Portfolio Positioning:The portfolio remains tilted toward growth and cyclicality, with: • ~70–85% in equities and equity-like assets • Exposure to commodities and emerging markets • Defensive allocation via bonds and cash The team maintain conviction in a pro-growth setup, while acknowledging short-term volatility. Big Questions This Week:• Why are markets rising despite negative headlines? • Is this a sustainable bull market or short-term squeeze? • Are investors underestimating the power of positioning? • How should long-term investors respond to volatility? What You’ll Learn:✔️ Why markets often move against consensus expectations ✔️ How institutional flows drive major market moves ✔️ The role of fear vs greed in investing decisions ✔️ Why patience often beats reaction during crises 📈 Download the full Portfolio Performance Slides View the portfolio breakdown: here 📧 Get in touch: theartofinvesting@ig.com Subscribe for weekly investing insight and to follow the live portfolio in real time. Disclaimer: This podcast is provided for educational and informational purposes only. The content presented is not intended as personal investment advice or a recommendation to buy, sell, or hold any particular securities or investments. All discussions regarding the model portfolio are illustrative and for educational purposes. Your capital is at risk. The value of shares, ETFs and ETCs can fall as well as rise, which could mean getting back less than you originally put in. Beat The Street Competition: More Info here: https://bts.ig.com/uk/beat-the-street/home 📋T&Cs: The “Beat the Street” competition is open to UK legal residents aged 18+ and there’s a limit of one registration per person. The promoter is IG Trading and Investments Ltd and you can enter and find full T&C’s at ig.com/uk/beat-the-street.

    59 min
  5. Switching Out of Bonds into Equities for the New ISA Year

    10 APR

    Switching Out of Bonds into Equities for the New ISA Year

    This week on The Art of Investing, Rich McDonald, Mark “Spice” Holden and Chris “CJ” Fellingham bring over 100 years of combined experience across wealth and hedge fund management to unpack a dramatic rebound across markets, as a fragile ceasefire in the Middle East sends oil lower, rate expectations ease, and risk assets rally hard. With bonds recovering, equities surging and some of the hardest-hit areas snapping back sharply, the team ask whether this is the start of a more durable recovery, or simply relief after weeks of pressure. They also revisit the case for the US, Japan and bonds, debate whether the portfolio should add more risk here, and answer listener questions on how to think about positioning in fast-moving markets. As always, the key theme remains: when markets move fast, discipline matters more than drama. This Week’s Highlights:🕊️ Ceasefire Relief Rally A two-week ceasefire helps trigger a broad rebound in risk assets and a sharp fall in oil. ⛽ Oil Price Drops Back A 15% fall in oil eases inflation fears and takes pressure off rate expectations. 🏦 Bond Markets Recover Gilts and treasuries bounce as markets scale back the chance of further rate hikes. 🇺🇸 US Back in Focus The team revisit whether the S&P 500 now offers better value after recent derating. 🇯🇵 Japan Rebounds Strongly Japanese equities rally as lower energy prices improve the outlook. 🧠 Discipline Over Noise Why the best response to volatile headlines is often patience, not panic. Portfolio Snapshot - Week 34:Weekly performance: +5.1% Total return since inception: +16.2% Top Performers🥇 VanEck Crypto and Blockchain Innovators ETF: +11.9% 🥈 BlackRock World Mining Trust PLC: +10.8% 🥉 iShares Nikkei 225 ETF: +8.0% Underperformers📉 Cash: +0.1% 📉 iShares $ Treasury Bond 7–10 yr UCITS ETF: +0.5% 📉 iShares UK Gilts 0–5yr ETF: +0.6% Portfolio Positioning:The portfolio remains diversified across: • Commodities and real assets • Global equities (US, UK, Europe, EM) • Small and mid-cap exposure • Bonds and cash as stabilisers This week’s move shows how quickly leadership can reverse when macro pressure starts to ease. Big Questions This Week:• Will the ceasefire hold long enough for markets to keep recovering? • Is the US starting to look attractive again? • Are bonds still worth holding versus equities? • When should investors add risk back in? What You’ll Learn:✔️ Why oil matters so much for inflation and rate expectations ✔️ How quickly markets can reprice when fear fades ✔️ Why bonds don’t always outperform during stress ✔️ How to think about adding risk after a sharp rebound 📈 Download the full Portfolio Performance Slides View the portfolio breakdown: here 📧 Get in touch: theartofinvesting@ig.com Subscribe for weekly investing insight and to follow the live portfolio in real time. Disclaimer:This podcast is provided for educational and informational purposes only. The content presented is not intended as personal investment advice or a recommendation to buy, sell, or hold any particular securities or investments. All discussions regarding the model portfolio are illustrative and for educational purposes. Your capital is at risk. The value of shares, ETFs and ETCs can fall as well as rise, which could mean getting back less than you originally put in. Beat The Street Competition: More Info here: https://bts.ig.com/uk/beat-the-street/home 📋T&Cs: The “Beat the Street” competition is open to UK legal residents aged 18+ and there’s a limit of one registration per person. The promoter is IG Trading and Investments Ltd and you can enter and find full T&C’s at ig.com/uk/beat-the-street.

    1hr 10min
  6. Q1 Portfolio Review: The Good, The Bad, The Ugly

    2 APR

    Q1 Portfolio Review: The Good, The Bad, The Ugly

    This week on The Art of Investing, Rich McDonald, Mark “Spice” Holden and Chris “CJ” Fellingham are back for a Quarterly Review special, reflecting on how Q1 has played out across the portfolio, with standout strength from BlackRock World Mining Trust and broader gains across developed and emerging markets, while positions like India and the VanEck Crypto ETF lagged. From oil shocks and bond volatility to crypto drawdowns and equity resilience, this episode dives deep into what’s really driving markets right now and where the opportunities may lie. This Week’s Highlights: 🏦 Rate Expectations Whipsaw Markets rapidly shift from pricing cuts to multiple hikes and back again, raising questions about whether expectations are disconnected from reality. 📉 Bonds Under Pressure Short-duration gilts fall sharply as rate expectations surge, challenging their role as a “safe” stabiliser in portfolios. ⛽ Oil Driving the Narrative Higher oil prices fuel inflation fears but the team argue markets may be overreacting to second-order effects on growth. 📊 Equities More Resilient Than Expected Despite volatility, valuations (especially in the US) are becoming more attractive as multiples compress. ⚠️ Crypto Volatility Bites The VanEck Crypto ETF drops sharply, highlighting the importance of position sizing and risk management in high-volatility assets. 🌍 Global Rotation & Positioning Debate around US vs emerging markets, and whether shifting allocations actually adds value, or just reshuffles risk. Portfolio Snapshot – Week 33:• Weekly performance: -1.36% • Total return since inception: +11.1% Top Performers: 🥇 WisdomTree Copper ETF: +1.7% 🥈 iShares Core FTSE 100 ETF: +0.9% 🥉 Xtrackers DAX ETF: +0.5% Underperformers: 📉 VanEck Crypto & Blockchain ETF: –11.6% 📉 iShares S&P 500 GBP Hedged ETF: –2.7% 📉 iShares Core MSCI EM IMI ETF: –2.4% Key Takeaways:✔️ Markets don’t always price reality, they price expectations ✔️ Bonds can fail during inflation-driven shocks ✔️ Volatility isn’t risk, mis-sized positions are ✔️ Sometimes doing nothing is the smartest move in uncertain markets ✔️ Quarterly reviews are critical, even for “passive” investors Big Questions This Week:• Are markets overreacting to rate expectations? • Will central banks actually follow market pricing? • Is private credit the next pressure point? • Are US equities now becoming attractive again? • Should investors be reducing risk—or leaning in? 📈 Download the full Portfolio Performance Slides View the breakdown: https://drive.google.com/file/d/1eMN0haj9HGUpRogpuD7NGhwxsC1tc6WM/view?usp=sharing 📧 Get in touch: theartofinvesting@ig.com Subscribe for weekly investing insights and to follow the live portfolio in real time. Disclaimer: This podcast is for educational purposes only and does not constitute investment advice. The value of investments can go down as well as up, and you may get back less than you invest. JISA Incentive: Dates: 2nd March to 5th April Details: Invest £50 and get £50. First trade has to be £50 or more to receive the £50 bonus. New clients only. The bonus of £50 will be credited to the Junior ISA by 30 April 2026.  PROMO CODE: JISAPODCAST 📋T&Cs: https://www.ig.com/uk/jisa-cash-bonus-50-feb-26 Beat The Street Competition: More Info here: https://bts.ig.com/uk/beat-the-street/home 📋T&Cs: The “Beat the Street” competition is open to UK legal residents aged 18+ and there’s a limit of one registration per person. The promoter is IG Trading and Investments Ltd and you can enter and find full T&C’s at ig.com/uk/beat-the-street.

    1hr 15min
  7. Rate Hikes Back on the Table. Does This Spell Recession?

    27 MAR

    Rate Hikes Back on the Table. Does This Spell Recession?

    This week on The Art of Investing, Rich McDonald, Mark “Spice” Holden and Chris “CJ” Fellingham are joined by Stu Thompson, Economic Strategist, to break down a market being driven less by fundamentals, and more by shifting interest rate expectations. With central banks holding steady but markets rapidly repricing from rate cuts to potential hikes, the team explore whether interest rate expectations have become disconnected from reality. They also dive into continued stress in private credit, the impact of oil and geopolitics on inflation, and why bond markets are no longer providing the diversification investors expect. The big question: are markets overreacting, and where are the opportunities if they are? This Week’s Highlights:🏦 Rate Expectations Flip Markets move from pricing cuts to multiple hikes, a huge shift in sentiment. 📉 Bonds Fail to Diversify Gilts and treasuries fall alongside equities, challenging traditional portfolio theory. ⚠️ Private Credit Stress Builds Redemption limits and liquidity concerns continue to emerge. ⛽ Oil & Inflation Risk Energy prices remain the key driver of inflation expectations. 📊 Markets Still Resilient Despite volatility, equities hold up better than many expected. 🧠 Don’t Fight the Noise Why long-term investors should avoid reacting to short-term headlines. Portfolio Snapshot - Week 32:Weekly performance: –1.7% Total return since inception: +12.5% Top Performers🥇 iShares Russell 2000 ETF: +1.1% 🥈 Cash: +0.1% 🥉 iShares UK Gilts 0–5yr ETF: –0.4% Underperformers📉 WisdomTree Copper ETF: –5.4% 📉 VanEck Crypto & Blockchain Innovators ETF: –3.7% 📉 iShares MSCI India ETF: –2.9% Portfolio Positioning:The portfolio remains diversified across: • Commodities and real assets • Global equities (US, UK, Europe, EM) • Small and mid-cap exposure • Bonds and cash as stabilisers However, this week highlights a key theme: diversification doesn’t always protect during inflation-driven shocks. Big Questions This Week:• Have interest rate expectations become unrealistic? • Are central banks likely to follow market pricing? • Is private credit the next major risk area? • Can equities continue to hold up if rates stay higher? What You’ll Learn:✔️ How markets price interest rates (and why it matters) ✔️ Why bonds don’t always offset equity risk ✔️ What’s really driving current market moves ✔️ How to stay disciplined during volatile periods 📈 Download the full Portfolio Performance Slides View the portfolio breakdown: here 📧 Get in touch: theartofinvesting@ig.com Subscribe for weekly investing insight and to follow the live portfolio in real time. Disclaimer:This podcast is provided for educational and informational purposes only. The content presented is not intended as personal investment advice or a recommendation to buy, sell, or hold any particular securities or investments. All discussions regarding the model portfolio are illustrative and for educational purposes. Your capital is at risk. The value of shares, ETFs and ETCs can fall as well as rise, which could mean getting back less than you originally put in. JISA Incentive:  Dates: 2nd March to 5th April Details: Invest £50 and get £50. First 200 clients will get £250. First trade has to be £50 or more to receive the £50 bonus. New clients only. The bonus of £50 will be credited to the Junior ISA by 30 April 2026.  PROMO CODE: JISAPODCAST 📋T&Cs: https://www.ig.com/uk/jisa-cash-bonus-50-feb-26 https://www.ig.com/uk/jisa-cash-bonus-250-feb-26 Beat The Street Competition: More Info here: https://bts.ig.com/uk/beat-the-street/home 📋T&Cs: The “Beat the Street” competition is open to UK legal residents aged 18+ and there’s a limit of one registration per person. The promoter is IG Trading and Investments Ltd and you can enter and find full T&C’s at ig.com/uk/beat-the-street.

    1hr 8min
  8. Investing Through a Crisis with Geopolitical Strategist, Roger Lee

    19 MAR

    Investing Through a Crisis with Geopolitical Strategist, Roger Lee

    This week on The Art of Investing, Rich McDonald, Mark “Spice” Holden and Chris “CJ” Fellingham break down a more fragile market backdrop as momentum stalls and volatility creeps back in. With commodities cooling, equities diverging and bond markets wobbling, the team ask whether this is a healthy pause… or the start of something more meaningful. They’re also joined by Geopolitical Strategist Roger Lee to unpack how investors should think during periods of crisis, and what history tells us about how markets behave when conflicts unfold. The focus this week: what’s really driving returns now, and how investors should respond when leadership becomes less clear. This Week’s Highlights:📉 Momentum Slows After weeks of strong gains, markets begin to lose steam as leadership narrows. ⛏️ Commodities Pause Mining stocks pull back sharply after a huge run, testing conviction in the trade. 🪙 Crypto Bounces Crypto-linked equities recover, highlighting ongoing volatility in risk assets. 🌍 Global Divergence Different regions move in opposite directions, making allocation more important than ever. 🏦 Bonds Back in Focus Weakness in fixed income raises questions about diversification again. 🧠 Staying Disciplined Why periods like this matter more than strong up weeks for long-term investors. Portfolio Snapshot - Week 31:Weekly performance: –0.3% Total return since inception: +14.2% Top Performers🥇 VanEck Crypto & Blockchain Innovators ETF: +3.5% 🥈 iShares Nikkei 225 ETF: +0.2% 🥉 iShares Core FTSE 100 ETF: +0.2% Underperformers📉 BlackRock World Mining Trust: –5.9% 📉 Vanguard FTSE 250 ETF: –1.4% 📉 iShares Russell 2000 ETF: –1.2% Portfolio Positioning:The portfolio remains broadly diversified across: • Commodities and real assets • Global equities (US, UK, Europe, EM) • Select small-cap exposure • Bonds and cash as stabilisers Despite a weaker week, diversification continues to dampen volatility as leadership rotates. Big Questions This Week:• Is this just a pause after a strong run? • Are commodities topping out short term? • What happens if bonds and equities both struggle? • Where is the next leadership coming from? What You’ll Learn:✔️ Why pullbacks are a key part of long-term returns ✔️ How to interpret changing market leadership ✔️ Why diversification matters most in mixed markets ✔️ How to stay disciplined when momentum fades 📈 Download the full Portfolio Performance Slides View the portfolio breakdown: here 📧 Get in touch: theartofinvesting@ig.com Subscribe for weekly investing insight and to follow the live portfolio in real time. Disclaimer: This podcast is provided for educational and informational purposes only. The content presented is not intended as personal investment advice or a recommendation to buy, sell, or hold any particular securities or investments. All discussions regarding the model portfolio are illustrative and for educational purposes. Your capital is at risk. The value of shares, ETFs and ETCs can fall as well as rise, which could mean getting back less than you originally put in. JISA Incentive: Dates: 2nd March to 5th April Details: Invest £50 and get £50. First 200 clients will get £250. First trade has to be £50 or more to receive the £50 bonus. New clients only. The bonus of £50 will be credited to the Junior ISA by 30 April 2026.  PROMO CODE: JISAPODCAST 📋T&Cs: https://www.ig.com/uk/jisa-cash-bonus-50-feb-26 https://www.ig.com/uk/jisa-cash-bonus-250-feb-26

    1hr 22min
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4.8
out of 5
70 Ratings

About

Looking to turn Market Chaos into Investing Clarity? Welcome to The Art of Investing - a brand new podcast that transforms market noise into clear investing strategies. Brought to you by IG, global investing platform, FTSE 250 and over 50 years in the markets. This isn't your typical finance show. Whether you're taking your first steps into the investment world or you're a seasoned investor looking to sharpen your edge, you've found your new secret weapon. Every Friday, join hosts Rich McDonald, Mark Holden & Chris Fellingham – three investing legends bringing you a combined century of market wisdom. They'll decode the week's biggest moves, reveal the hot topics that could make or break a portfolio, and share the insights that separate winners from wishful thinkers. But here's where we blow every other podcast out of the water: Introducing our live Model Portfolio. With IG's access to thousands of global markets, you'll watch our strategy unfold in real-time, unfiltered investment action, that you can follow. Every week, we'll pull back the curtain on exactly how the portfolio is performing. The wins, the losses, the lessons learned – it's all here. This is investing education with skin in the game. Are you ready to master the art of investing? This podcast is provided for educational and informational purposes only. The content presented is not intended as personal investment advice, financial planning guidance, or a recommendation to buy, sell, or hold any particular securities or investments. All discussions regarding the model portfolio are for educational purposes only. Past performance is not an indication of future results. Your capital is at risk. The value of shares, ETFs and ETCs can fall as well as rise, which could mean getting back less than you originally put in.

Information

  • Creator
    IG UK
  • Years Active
    2025 - 2026
  • Episodes
    44
  • Rating
    Clean
  • Copyright
    © Copyright 2025 IG UK
  • Show Website
    The Art of Investing

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