Investing in Emerging Markets, & The Canary in the Gold Mine

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The Art of Investing

IG UK

20 episodes

1 day ago

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.

All content for The Art of Investing is the property of IG UK and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.

Investing in Emerging Markets, & The Canary in the Gold Mine

The Art of Investing

1 hour 2 minutes 21 seconds

1 month ago

Investing in Emerging Markets, & The Canary in the Gold Mine

Welcome to Episode 14 of The Art of Investing - brought to you by IG, the global investing platform.

This week, Rich McDonald, Mark “Spice” Holden and Chris Fellingham tackle the markets head-on - from new all-time highs and a stronger dollar, to Japan’s new Prime Minister and China’s next big play.

It’s also decision week for the team as they decide whether to trim, add, or double down in their live portfolio after another strong run. With 8% total returns in just eight weeks, the bulls and bears are locking horns.

This Week’s Highlights

💹 Global Highs: S&P 500, DAX, Nikkei and even the FTSE hitting record levels
🏦 Central Banks: Hawk vs Dove - who’s really calling the shots now?
🇯🇵 Japan’s “New Thatcher”: Sanae Takanichi becomes Japan’s first female PM and markets love it
📉 Private Debt Warning: Is the next crisis hiding outside the banks?
📊 Emerging Markets Deep Dive: China, India, and the rise of the middle class
🪙 Portfolio Moves: Cutting crypto, adding to miners, and a 5% play on emerging markets

Portfolio Update

Current portfolio return: +8.2% since inception
Top performer: VanEck Crypto & Blockchain Innovators ETF (+50%)
New allocations:
-2.5% from VanEck Crypto
+5% into BlackRock World Mining Trust
+5% into Emerging Markets ETF
Cash reduced accordingly

The team debate whether to take profits, raise targets, or brace for a correction — as the “Goldilocks economy” keeps investors dancing while the music’s still playing.

📈 Download the full portfolio performance slides here

Quarterly Performance & Allocations

What You’ll Learn

Why AI-linked “circular deals” could be a red flag
The real risks and rewards in emerging markets (China vs India)
Why private credit might be the next bubble
How to balance fragile vs anti-fragile assets in your portfolio

Next Week:

The team answers the big question: What do you do when you’re ahead of your targets? - a full episode on portfolio management psychology.

📧 Get in touch: theartofinvesting@ig.com

Subscribe for weekly investing insights and to watch the team’s live portfolio evolve in real time.

Disclaimer

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.

October Free Share Bundle

Grow your portfolio with IG. Invest £50 with IG and get a free share bundle worth between £40 and £200.*

*New customers only. Make your first investment of at least £50 into an ISA, GIA, or SIPP account by 30 October 2025. Must remain invested until 31 November 2025. Other fees may apply.

T&Cs found here: https://www.ig.com/uk/bonus-shares-promotion-oct-25