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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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  • AI Earnings & Mass Job Cuts - Are Central Banks Behind the Curve?

    AI Earnings & Mass Job Cuts - Are Central Banks Behind the Curve?
    2026/10/30

    🇮🇹 The Art of Investing Heads to Rome

    Rich is off to FX World in Rome, where he'll be joining panel discussions representing The Art of Investing. Wish him luck in the comments!


    🎙️The Long and Short 🎙️

    Can't wait until Friday? Rich McDonald and Piers Buckworth host The Long and Short every single Wednesday - 45 minutes on single stocks and the tech sector.


    📈 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 gents are suited and booted, just in time for the first big disappointment from a hyperscaler.


    Rich McDonald, Mark 'Spice' Holden and Chris 'CJ' Fellingham unpack Google's cash burn, strong numbers from Microsoft and SK Hynix, and a market crash in Brazil.


    Then CJ delivers his verdict on the "breathing room" Budget - 99 pages of changes for a net £7bn and 4p off gherkins - and what it means for gilts, banks and housebuilders.


    And finally, the team pick apart the Fed's hawkish hold, ask whether the Fed put is back and weigh up a wave of AI-driven job cuts.


    This Week's Highlights:

    🔍 Google Wobbles as the Hyperscalers Raise Billions

    Google posts negative cash flow, while Meta, OpenAI and SpaceX raise vast sums of new capital.


    🇧🇷 Brazil's Market Crashes

    The Bovespa falls 14% in a day after Lula is voted back in as president.


    🇬🇧 The "Breathing Room" Budget

    CJ calls it the "rearranging the deckchairs on the Titanic" Budget, and explains why gilt investors should take no comfort.


    🏦 Banks, Housebuilders and Gambling

    Spice runs through the Budget's winners and losers.


    🇺🇸 The Fed's Hawkish Hold

    Why the team still expect a US rate rise in December, and whether the Fed put is back.


    💼 AI and the Jobs Cull

    Microsoft, HSBC, Barclays and even the Dutch government announce major AI-driven job cuts.


    Portfolio Snapshot – Week 63:

    📊 Weekly portfolio performance: +0.1%

    📈 Total return since inception: +23.5%

    📅 2026 year-to-date return: +10.9%


    Top Performers:

    📈 WisdomTree Copper ETF: +2.1%

    📈 iShares Russell 2000 ETF: +1.5%

    📈 Vanguard FTSE 250: +1.0%


    Underperformers:

    📉 iShares Physical Gold ETC: -1.8%

    📉 iShares Core FTSE 100 ETF: -0.6%

    📉 iShares Nikkei 225 ETF: -0.2%


    Portfolio Changes:

    No portfolio changes this week.

    After two weeks of repositioning, the team are happy to wait until after the US midterms before making their next move.


    Big Questions This Week:

    - Are the cracks starting to show in the hyperscalers?

    - Did the Budget do enough to calm the gilt market?

    - Why is the government selling fewer long-dated gilts?

    - Is the Fed put back?

    - Will AI job cuts keep interest rates lower than expected?


    What You'll Learn:

    ✔️ What a Budget scorecard reveals

    ✔️ How gilt issuance can affect mortgage rates

    ✔️ What a "hawkish hold" means

    ✔️ What the Fed put is and why it matters

    ✔️ How equity dilution affects shareholders


    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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    58 分
  • Gold, Copper or Oil: Which One is Best for Our Portfolio?

    Gold, Copper or Oil: Which One is Best for Our Portfolio?
    2026/10/23
    🎟️WIN 2x TICKETS TO THE LONDON INVESTOR SHOW. IG are giving away 2 tickets to one of the best Retail Investing events of the year. The London Investor Show takes places on Friday 30th October at Leonardo Royal Hotel, London. For your chance to win, leave the comment "LONDON INVESTOR SHOW" on the episode, we'll reply to the winning comment by Monday 26th October. More information here🎙️ New Podcast! The Long and Short 🎙️Can't wait until Friday? Rich McDonald and Piers Buckworth host The Long and Short, a new podcast releasing every single Wednesday covering single stocks and the tech sector – from Nvidia, Meta, Microsoft and Micron to SpaceX. 📈 Download the full Portfolio Performance SlidesView 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, Spice goes digging in the portfolio's worst performer of its second year, and the chairman finally gets off the fence.Fresh from being crowned Best Economist Creator at the FinFluencer Awards, Rich McDonald, Mark 'Spice' Holden and Chris 'CJ' Fellingham start with oil, where Spice's gut says a US move on Iran's Kharg Island could be close.Then it's a packed week of results, from a blockbuster SpaceX to disappointing miners, plus Rich's warning on the 3x leveraged ETPs retail investors are piling into.Spice reports back from a Bloomberg commodities conference on copper and the miners, and finally, with the portfolio down 2.6% in its second year, the chairman makes his move, trimming risk and raising cash to 22.5%.This Week's Highlights:🛢️ Oil, Kharg Island and the US MidtermsWhy Spice is braced for escalation in the Middle East.🚀 Earnings Season: SpaceX Soars, Netflix StumblesSpaceX and Tesla impress, while Netflix, BHP and Anglo American disappoint.⚠️ The Danger of 3x Leveraged ETPsWhy one 3x chip product fell 33% in a single week.⛏️ Copper vs Aluminium: Inside the Mining SectorData centre demand, tight supply and why the miners may offer better value than the metal.🇬🇧 Budget, Inflation and Rate RisesUK inflation hits 3.5% ahead of next week's Budget and the Bank of England's 5th November meeting.🛡️ Bull Market or Wall of Worry?CJ makes the bull case, then battens down the hatches.Portfolio Snapshot – Week 62:📊 Weekly portfolio performance: -1.2%📈 Total return since inception: +23.2%📅 2026 year-to-date return: +10.7%Top Performers:📈 iShares Russell 2000 ETF: +1.5%📈 iShares Core FTSE 100 ETF: +0.2%📈 Vanguard FTSE 250: +0.1%Underperformers:📉 iShares Nikkei 225 ETF: -4.9%📉 WisdomTree Copper ETF: -3.4%📉 iShares Core MSCI EM IMI ETC: -3.2%Portfolio Changes:📉 Sell 2.5% iShares Core MSCI EM IMI ETC (10% → 7.5%)📈 Buy 2.5% BlackRock World Mining Trust PLC (5% → 7.5%)📉 Sell 2.5% iShares Russell 2000 ETF (7.5% → 5%)📉 Sell 2.5% iShares Nikkei 225 ETF (10% → 7.5%)💷 Cash increases from 17.5% to 22.5%Equities fall to 57.5%, with 25% now held in cash and short-dated gilts.Big Questions This Week:- Is the US preparing to move on Kharg Island?- Are leveraged ETPs a mug's game?- Is copper's bull story already in the price?- Is the market climbing a wall of worry?- Is it time for the portfolio to get more defensive?What You'll Learn:✔️ How 3x leveraged ETPs work, and how they can go wrong✔️ Why copper supply is struggling to keep up with demand✔️ The difference between investing in a commodity and its miners✔️ How the team think about cash and defensive positioningDisclaimer: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
  • CoreWeave Sends Shockwaves Through AI Capex Debt Markets

    CoreWeave Sends Shockwaves Through AI Capex Debt Markets
    2026/10/16

    📈 Download the full Portfolio Performance Slides

    View the portfolio breakdown here: https://drive.google.com/file/d/1WLmVLzxUZLPAXkRujUokqZMfWR7spwkC/view?usp=sharing

    📧 Get in touch: theartofinvesting@ig.com

    📱 Behind the scenes: @_theartofinvesting on TikTok

    🎧 Listen on: Apple, Spotify, YouTube


    Fresh from their first live show at Lord’s, Rich McDonald, Mark ‘Spice’ Holden and Chris ‘CJ’ Fellingham return to a bruising week for markets. Chip stocks have sold off sharply, Korea has slipped into a bear market, and the portfolio has had a tough week.

    First up, Spice runs through the market update. It covers a higher oil price after Houthi attacks on Saudi refineries, a sharp sell-off in semiconductors and the start of earnings season. PepsiCo and Delta were both caught out by rising costs, while the big US banks impressed.

    Then the team turn to CoreWeave, where soaring credit default swaps sparked a wobble across the AI trade. CJ explains what a credit default swap actually is, and why markets are now asking serious questions about the debt behind the AI build-out.

    The team also tackle hot US inflation data and gloomy consumer sentiment, which have sent the odds of a Fed rate rise soaring. Is stagflation back on the table?

    And finally, CJ makes the case that this bull market may have overstayed its welcome, while Spice argues why smaller and mid-sized companies could be the real winners from AI. Plus, the team reveal what the audience survey at Lord’s told them about how listeners are invested, and why so few are holding bonds.


    This Week’s Highlights:

    🤖 CoreWeave: Is the AI Debt Party Over?
    CJ explains credit default swaps and why surging borrowing costs at CoreWeave rattled the whole AI trade.
    💻 Chips, Korea and a Brutal Week for Tech
    Spice unpacks the semiconductor sell-off, a Chinese memory chip breakthrough and Korea’s slide into a bear market.
    🇺🇸 Stagflation: The Worst of Both Worlds?
    Hot inflation and weak consumer confidence push up the odds of a Fed rate rise. CJ explains why stagflation is so hard to escape.
    🐻 Has the Bull Market Overstayed Its Welcome?
    From magazine covers to market breadth and concentration, CJ lays out the warning signs, and Spice makes the case for the optimists.
    🇬🇧 The UK: A Beacon of Stability
    The FTSE 100 and FTSE 250 lead the portfolio as money rotates out of AI and into more defensive names.
    💰 Lessons from Lord’s
    What the live audience survey revealed about investors’ portfolios, and why bonds may deserve a second look.


    Portfolio Snapshot – Week 61:
     📊 Weekly portfolio performance: -1.1%
    📈 Total return since inception: +24.5%
    📅 2026 year-to-date return: +11.9%

    Top Performers:
    📈 iShares Core FTSE 100 ETF: +2.2%
    📈 Vanguard FTSE 250: +1.0%
    📈 WisdomTree Copper ETF: +0.8%

    Underperformers:
    📉 iShares Core MSCI EM IMI ETC: -5.0%
    📉 iShares Russell 2000 ETF: -3.9%
    📉 iShares Nikkei 225 ETF: -3.7%
    📉 BlackRock World Mining Trust PLC: -3.6%


    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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    59 分
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