The Art of Investing

📊 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 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...

📊 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 🏆 Competition: win Jeremy Hunt’s book via Instagram @theartofinvestingpod 📧 Get in touch: theartofinvesting@ig.com 📱 Behind the scenes: @_theartofinvesting (TikTok) | @theartofinvestingpod (Ins...

📈 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 are joined by returning guest Stewy Thompson, as Rich dials in from Miami and CJ checks in from sunny Norfolk. It’s been a far more mixe...

📈 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 celebrate Episode 50 , with Rich McDonald dialing in from the US alongside Mark “Spice” Holden, Chris “CJ” Fellingham and JP Smith. It’...

Can’t get enough of The Art of Investing? Take a look here for even more content! https://youtu.be/B0FzP8sjd_w   📈 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 This week on The Art of Investing , host James “Jimmy” Ovenden steps in fo...

📈 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 & YouTube This week on The Art of Investing, Rich McDonald, Mark “Spice” Holden and Chris “CJ” Fellingham are joined by Katy Forbes (CIO at North Capital), bringing over 100 years of combined expe...

This week on The Art of Investing , Rich McDonald, Mark “Spice” Holden and Chris “CJ” Fellingham draw on over 100 years of combined wealth and hedge fund management experience to unpack another powerful week in markets, as equities push to fresh highs despite ongoing geopolitical tension and macro uncertainty. With US markets now climbing for eight consecutive weeks and AI-driven momentum accelera...

This week on The Art of Investing , Rich McDonald, Mark “Spice” Holden and Chris “CJ” Fellingham break down a more volatile week in global markets, as rising bond yields, geopolitical tensions and shifting expectations begin to test the strength of the recent rally. With over 100 years of combined experience across wealth and hedge fund management, the team explore whether markets are entering a m...

This week on The Art of Investing , Rich McDonald joins Mark “Spice” Holden and Chris “CJ” Fellingham, bringing over 100 years of combined experience across wealth and hedge fund management, to unpack another fascinating week in global markets. US equities pushed higher as investors piled back into AI, technology and cyclical trades, while copper and mining stocks extended their rally. The team de...

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 se...

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 headw...

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 a...

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...

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...

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 vol...

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 expectat...

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 Rog...

This week on The Art of Investing , Rich McDonald, Mark “Spice” Holden and Chris “CJ” Fellingham unpack a volatile week in global markets as geopolitical tensions, rising oil prices and credit concerns ripple through investor sentiment. Despite the second consecutive weekly drawdown in the portfolio, markets have remained relatively resilient. The team discuss why energy shocks quickly affect infl...

This week on The Art of Investing , Rich McDonald, Mark “Spice” Holden and Chris “CJ” Fellingham unpack a volatile week as geopolitical tensions, banking sector nerves and shifting energy policy collide. Despite rising uncertainty, from renewed conflict fears to credit market concerns, the portfolio remains resilient. The team discuss whether markets are overreacting, why bank stocks sold off, and...

This week on The Art of Investing , Rich McDonald, Mark “Spice” Holden and Chris “CJ” Fellingham unpack a strong week for the portfolio, led by commodities, emerging markets and continued European resilience. While the US debates tariffs and policy direction, global equity markets are pushing higher. Mining stocks surge, crypto stabilises, emerging markets extend gains, and the team ask whether th...

This week on The Art of Investing , Rich McDonald, Mark “Spice” Holden and Chris “CJ” Fellingham unpack a quietly powerful week in markets. While headlines remain focused on AI, tariffs and geopolitics, European markets are breaking higher, bonds are behaving, and liquidity is quietly driving asset prices. The team explores why risk assets continue to rally despite macro uncertainty, and why the b...

This week on The Art of Investing , Rich McDonald, Mark “Spice” Holden and Chris “CJ” Fellingham return after an intriguing week in markets to debate a major shift in positioning. With Japan surging, emerging markets breaking higher, software stocks wobbling and AI disruption accelerating, the team asks a big question: Are we rotating from tech into old-world value, and is private equity the next...

This week on The Art of Investing, Rich McDonald and Mark “Spice” Holden are joined by JP Smith for a wide-ranging and timely discussion on one of the most volatile weeks markets have seen in months. With gold and silver suffering brutal flash crashes, crypto tumbling, US tech rotating hard, and a surprise nomination for the next Fed Chair rattling liquidity expectations, the team unpack what’s re...

This week on The Art of Investing , Rich McDonald, Mark “Spice” Holden and Chris Fellingham are joined by JP Smith , veteran emerging markets strategist and former Chief Global Strategist at Pictet, for a deep dive into the forces shaping global markets, and where investors may be underestimating risk. From Russia’s 1998 crisis to China’s governance problem, US dollar fragility and the future of e...