Mag 7 Earnings, Fed Spooks the Market & Corporate Bonds Explained

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The Art of Investing

IG UK

19 episodes

1 week 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.

Mag 7 Earnings, Fed Spooks the Market & Corporate Bonds Explained

The Art of Investing

1 hour 2 minutes 15 seconds

3 weeks ago

Mag 7 Earnings, Fed Spooks the Market & Corporate Bonds Explained

Welcome to Episode 17 of The Art of Investing – brought to you by IG, the global investing platform.

Rich McDonald, Mark “Spice” Holden and Chris Fellingham are joined by special guest Chris Bowie, one of the UK’s leading bond managers, to demystify the world of corporate bonds - what they are, how they fit into a portfolio, and when they shine. As markets hit fresh highs, the team unpack the latest Fed rate cut, Trump’s “taco trade” tour of Asia, Nvidia’s record-breaking $5 trillion valuation, and why Japan’s bond market may just reshape global liquidity. Then, Bowie takes us deep into credit markets, from investment grade to high yield and explains why short-dated bonds might be today’s smartest income play.

This Week’s Highlights:

💵 Corporate Bonds: Understanding credit spreads, yields, and why timing matters.
📊 Bull Market Lives On: Nvidia soars, Nasdaq climbs, and the FTSE hits new highs.
🇯🇵 Japan’s Yield Curve Twist: What rising JGB yields mean for global money flows.
🏛️ Fed Cuts Rates Again: Powell pushes back on December expectations.
📉 Private Debt Watch: Why Bowie warns that illiquidity and opacity are rising risks
🗳️ Budget Preview: Will Rachel Reeves cut the North Sea windfall tax and finally back growth?

Portfolio Snapshot:

Weekly Performance: +3.1 %
Total Return Since Inception: +10.6 %

Top performers:

🪙 VanEck Crypto & Blockchain Innovators ETF +12.7 %
🥉 WisdomTree Copper ETF +6.5 %
📈 Invesco EQQQ Nasdaq-100 ETF +6.0 %
🇯🇵 iShares Nikkei 225 ETF +5.9 %

Underperformers:

🇮🇳 iShares MSCI India ETF -0.3 %
🇬🇧Vanguard FTSE 250 -0.3 %

What You’ll Learn:

What corporate bonds are and how they differ from government debt.
Why “short-dated investment grade” can deliver higher yield with low risk.
How liquidity and transparency set public bonds apart from private credit.
What “duration,” “spread,” and “Sharpe ratio” actually mean.
How Rachel Reeves’ budget and UK tax policy could move the gilt market.
Why the team still believes the bull market isn’t done yet.

📈 Download the full Portfolio Performance Slides

View the portfolio breakdown: here

📧 Get in touch: theartofinvesting@ig.com

Subscribe for weekly investing insights 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, 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.

November Free Share Bundle:

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Make your first investment into an ISA, GIA or SIPP account before the 30th November and benefit from Commission-Free Investing as well as 4% Variable Interest on Cash.

Other fees may apply, T&Cs found here or on ig.com/uk