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The Art of Investing

The Art of Investing

著者： IG UK
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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.Copyright 2025 IG UK 個人ファイナンス 経済学
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  • British Bargain Basement: Why UK companies are selling out?

    British Bargain Basement: Why UK companies are selling out?
    2026/07/15
    📊 The Art of Investing Survey – Fill in the form here, we’d love your feedback: https://forms.office.com/e/tCyxzN48Ks📈 Download the full Portfolio Performance Slides View the portfolio breakdown: here📧 Get in touch: theartofinvesting@ig.com📱 Behind the scenes: @_theartofinvesting on TikTok🎧 Listen on: Apple, Spotify, YouTube This week on The Art of Investing, the team navigate a shortened trading week where, despite markets feeling under pressure, the portfolio continues to edge higher, now up +22.6% since inception and +10.1% year-to-date.But beneath the surface, things are shifting quickly.With oil surging nearly 20% in just a few days, bond yields climbing, and AI continuing to redirect capital across the global economy, the team unpack a market that feels increasingly volatile, even when headline performance looks steady.From strong moves in commodities to sharp declines in legacy tech, and a wave of takeover activity across the UK, this episode explores where capital is flowing, and what that means for investors right now.This Week’s Highlights:📈 Portfolio Pushes Higher A positive start to the week sees the portfolio rise +1.1%, continuing its strong long-term performance.⚒️ Copper Leads the Charge WisdomTree Copper ETF tops the leaderboard, up +4.1%, driven by falling inventories and strong demand signals.🛢️ Oil Jumps Sharply Oil prices surge nearly 20%, lifting commodities and adding pressure across global markets.🤖 AI Reshaping Markets Capital continues to rotate into AI, with traditional software names like IBM falling sharply as spending shifts.📊 Volatility Around Earnings Large swings in individual stocks highlight a market increasingly driven by expectations vs reality.🇬🇧 UK Takeover Activity Surges A wave of M&A activity points to potential undervaluation, with significantly more takeovers than new listings.📉 Bond Yields Climb Rising yields suggest markets are beginning to price in the possibility of higher interest rates.Portfolio Snapshot – Week 48:No changes were made to the portfolio this week.📊 Weekly portfolio performance: +1.1%📈 Total return since inception: +22.6%📅 2026 year-to-date return: +10.1%Top Performers:📈 WisdomTree Copper ETF: +4.1% WoW📈 BlackRock World Mining Trust PLC: +2.0% WoW📈 iShares Nikkei 225 ETF: +2.0% WoWUnderperformers:📉 iShares Core MSCI Emerging Markets ETF: +0.3% WoW📉 iShares Core FTSE 100 ETF: +0.3% WoW📉 iShares UK Gilts 0–5yr ETF: 0.0% WoWBig Questions This Week:• Is the surge in oil prices sustainable, or just a short-term shock?• Are bond markets signalling that interest rates could move higher again?• How much disruption is AI really causing across traditional industries?• Why are UK companies being taken over at such a high rate?• What does continued volatility mean for portfolio positioning?What You’ll Learn:✔️ What’s driving the latest moves in commodities and oil✔️ Why AI is pulling capital away from legacy sectors✔️ How takeover activity reveals hidden value in markets✔️ What rising bond yields mean for investors✔️ How the team are thinking about volatility right nowDisclaimer: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.
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    45 分
  • Do You Really Know What You’ve Invested In?

    Do You Really Know What You’ve Invested In?
    2026/07/10
    📊 The Art of Investing Survey – Fill in the form here, we’d love your feedback: https://forms.office.com/e/tCyxzN48Ks📈 Download the full Portfolio Performance Slides here📧 Get in touch: theartofinvesting@ig.com📱 Behind the scenes: _theartofinvesting on TikTok | @theartofinvestingpod (Instagram)🎧 Listen on: Apple, Spotify, YouTube Happy Birthday to us! This week on The Art of Investing, the team mark one year of the portfolio with a more volatile week in markets, as geopolitical tensions, oil price moves and continued rotation across equities begin to test performance.While the portfolio takes a step back, the broader conversation focuses on what’s really driving markets right now - from renewed pressure in commodities and emerging markets, to ongoing shifts within equities and growing dispersion across global indices.The team also explore two key themes this week: the hidden concentration within ETFs - comparing cap-weighted vs equal-weighted investing - and the rise of thematic investing, including how to think about geographic and sector diversification.This Week’s Highlights:📉 Markets Pull Back A weaker week across global markets sees broad-based declines, with most asset classes finishing in negative territory.🛢️ Oil Volatility Returns Geopolitical tensions push oil prices higher again, reversing recent declines and adding pressure across sectors like airlines and transport.🔄 Rotation Continues Ongoing shifts within equities, with capital moving between sectors and regions rather than leaving markets entirely.🤖 AI & Tech Volatility Continued swings across semiconductor and AI-linked stocks, highlighting the fragility of recent momentum.🇯🇵 Japan Under Pressure After a strong run, rising bond yields raise questions around sustainability and potential profit-taking.📉 Commodities Pause A cooling period for commodities, with weaker China demand and a stronger dollar weighing on prices.📊 Concentration Still Matters Single stock moves continue to have an outsized impact on indices, reinforcing the importance of understanding what you own.Portfolio Snapshot – Week 47:No changes were made to the portfolio this week.Weekly portfolio performance: -2.2%Total return since inception: +21.5% 2026 year-to-date return: +9.0%Top Performers:📈 Cash: +0.1% WoW📈 iShares Core FTSE 100 ETF: -0.0% WoW📈 iShares UK Gilts 0–5yr ETF: -0.3% WoWUnderperformers:📉 iShares Nikkei 225 ETF: -5.9% WoW📉 BlackRock World Mining Trust PLC: -5.3% WoW📉 iShares Core MSCI EM IMI ETF: -4.0% WoWBig Questions This Week:• Is this pullback a short-term reaction or the start of a broader slowdown?• How sustainable is the recent strength in oil prices?• Are commodities simply pausing, or is the cycle turning?• What does rising bond yield pressure mean for Japan and global markets?• Is market concentration still a hidden risk for investors?What You’ll Learn:✔️ What’s driving the latest bout of market volatility✔️ Why oil prices are back in focus✔️ How rotation is shaping equity performance✔️ What’s happening in Japan and why it matters✔️ Why understanding index composition is key✔️ What the team are watching next in the portfolioDisclaimer: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.
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    1 時間 4 分
  • Jeremy Hunt on UK Investing, CGT, and the £100k Cliff Edge

    Jeremy Hunt on UK Investing, CGT, and the £100k Cliff Edge
    2026/07/06

    📊 The Art of Investing Survey – Fill in the form here, we’d love your feedback: https://forms.office.com/e/tCyxzN48Ks
    🏆 Competition: win Jeremy Hunt’s book via Instagram @theartofinvestingpod
    📧 Get in touch: theartofinvesting@ig.com
    📱 Behind the scenes: @_theartofinvesting (TikTok) | @theartofinvestingpod (Instagram)

    🎧 Listen on: Apple, Spotify, YouTube


    In this special episode, we sit down with former Chancellor of the Exchequer, Jeremy Hunt, for a rare, behind-the-scenes look at one of the most volatile periods in recent UK economic history, the 2022 mini-budget crisis.

    From an unexpected call while on holiday to becoming Chancellor within hours, Jeremy shares what it was really like taking over during a market crisis, why governments don’t control the economy as much as we think, and the uncomfortable truth about why Brits are falling behind when it comes to investing.

    Jeremy also gives a clear and timely view on Capital Gains Tax, arguing that higher CGT risks discouraging investment and ultimately holding back long-term growth, particularly at a time when the UK needs to be attracting capital, not pushing it away.


    In this conversation, we discuss with Jeremy:

    • Why “markets always win” and what happens when governments lose credibility
    • The moment he was called to become Chancellor and what markets were really reacting to
    • Why the UK doesn’t have a savings problem, but an investing problem
    • How complexity in ISAs and pensions is holding people back
    • Why Australia’s pension system is miles ahead of the UK
    • How tax, incentives and policy shape investor behaviour
    • Why British capital isn’t backing British companies
    • The role of inflation and why getting it wrong breaks everything
    • The real risks facing global markets today
    • Why long-term thinking is the only real investing edge

    Want more like this?

    For weekly market breakdowns, portfolio updates and expert insights, follow The Art of Investing:
    🎧 Listen on: Apple, Spotify, YouTube

    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.
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    42 分
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