The Art of Investing Financial Fight or Flight: The Risks Every Investor Should Know
September is here - historically the worst month for markets - and the team are all over the risks. Rich McDonald, Chris Fellingham and Mark “Spice” Holden dig into bond yields spiking to 25-year highs, gold smashing new records, and why Apple is cashing $20bn a year from Google.
With the model portfolio up 1% since launch, this week is all about risk vs reward: which assets are fragile, which are anti-fragile, and how do you actually balance them?
What’s Hot This Episode
- Bonds Bite Back: UK 30-year yields near 6% – why that matters for equities
- Gold Hits Record Highs: Silver and copper follow as commodities shine
- Apple + Google Deal: $20bn payments that move tech stocks
- Google Antitrust Case: Why a judge ruled new AI search engines mean no monopoly
- Non-Farm Payrolls + CPI: Big data drops set to shape the Fed’s next move
Portfolio Update
- Current performance: +1.02% since inception (up 0.4% this week)
- Winners: Gold ETF +5.4%, Copper +3.3%, BlackRock World Mining +1.8%
- Losers: DAX -1.1%, Nikkei -1%, Russell 2000 -1%
- Fragile vs Anti-Fragile: ~78% fragile assets (equities), ~22% anti-fragile (gold, commodities, crypto hedge)
Your Questions Answered
- Currency Risk 101: How GBP vs USD can turn a 20% gain into an 8% loss
- Which Account, Which Risk? ISA vs General Investment Account – where should your higher-risk holdings sit?
- Diversification Hacks: Why correlations matter and how to balance assets
- Should You Hedge? When to use GBP-hedged ETFs to control FX exposure
📣 Coming Next Week
We’re joined by Charles Hall, Head of Research at Peel Hunt, to talk UK equities and what it will take to make the UK market investable again.
📄 Download the Portfolio ETFs List here: Here
📧 Get in touch: theartofinvesting@ig.com
IG Free Share Bundle Offer
IG is giving away up to £200 free share bundle when you invest at least £50. Until 30th September. Available when making first investment in a new or existing ISA, GIA or SIPP. Find out more at https://www.ig.com/uk/invest-campaign. T&Cs found here
Disclaimer:
This podcast is provided for educational and informational purposes only. It does not constitute investment advice, financial planning guidance, or a recommendation to buy, sell, or hold any securities. All portfolio discussions are for educational purposes only. Past performance is not a reliable indicator of future results. Your capital is at risk.