{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"The Art of Investing","title":"British Bargain Basement: Why UK companies are selling out?","html":"<iframe width=\"100%\" height=\"180\" frameborder=\"no\" scrolling=\"no\" seamless src=\"https://share.transistor.fm/e/3b5a160d\"></iframe>","width":"100%","height":180,"duration":2710,"description":"\n📊 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\n View the portfolio breakdown: here\n📧 Get in touch: theartofinvesting@ig.com\n📱 Behind the scenes: @_theartofinvesting on TikTok\n🎧 Listen on: Apple, Spotify, YouTube \n\n\nThis week on The Art of Investing, the team navigate a shortened trading week where, despite markets feeling under pressure, the portfolio continues to edge higher, now up +22.6% since inception and +10.1% year-to-date.\nBut beneath the surface, things are shifting quickly.\nWith oil surging nearly 20% in just a few days, bond yields climbing, and AI continuing to redirect capital across the global economy, the team unpack a market that feels increasingly volatile, even when headline performance looks steady.\nFrom strong moves in commodities to sharp declines in legacy tech, and a wave of takeover activity across the UK, this episode explores where capital is flowing, and what that means for investors right now.\n\nThis Week’s Highlights:\n📈 Portfolio Pushes Higher\n A positive start to the week sees the portfolio rise +1.1%, continuing its strong long-term performance.\n⚒️ Copper Leads the Charge\n WisdomTree Copper ETF tops the leaderboard, up +4.1%, driven by falling inventories and strong demand signals.\n🛢️ Oil Jumps Sharply\n Oil prices surge nearly 20%, lifting commodities and adding pressure across global markets.\n🤖 AI Reshaping Markets\n Capital continues to rotate into AI, with traditional software names like IBM falling sharply as spending shifts.\n📊 Volatility Around Earnings\n Large swings in individual stocks highlight a market increasingly driven by expectations vs reality.\n🇬🇧 UK Takeover Activity Surges\n A wave of M&A activity points to potential undervaluation, with significantly more takeovers than new listings.\n📉 Bond Yields Climb\n Rising yields suggest markets are beginning to price in the possibility of higher interest rates....","thumbnail_url":"https://img.transistorcdn.com/thywArVFDknjVUW9JEkpwtTGr3zY240Mo7hbQ7_Y3qM/rs:fill:0:0:1/w:400/h:400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS82NzU5/ZjBhMzdkMWU1MTMy/OWMxNTk1OGU4ZjU2/YWYwZC5qcGc.webp","thumbnail_width":300,"thumbnail_height":300}