{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"The Art of Investing","title":"Gilt Market Tells Bank of England: It’s Time to Hike Rates","html":"","width":"100%","height":180,"duration":3550,"description":"🎟️ Join The Art of Investing LIVE at Lord’s Cricket Ground!\nJoin Rich, Mark and Chris in the Long Room at Lord’s Cricket Ground on 13th October from 6:30pm for a special live edition of The Art of Investing, with special guests, prizes and more.\nThe event is completely free – sign up here:\n https://www.ig.com/uk/the-art-of-investing-live\n\n📈 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\nThis week on The Art of Investing, Rich, Mark and Chris are joined by Kieron Lynch, a gilt market veteran whose career began during Britain’s 1976 financial crisis and spans 50 years across the UK bond market.\nWith oil above $100, bond yields climbing and central banks facing increasingly difficult decisions on interest rates, Kieron looks back to the inflation crisis of the 1970s to ask what investors and policymakers can learn from history.\nThe team explore why credibility matters so much to bond markets, whether the Bank of England is falling behind the curve and why treating inflation as “transitory” can be such a dangerous strategy. Kieron also explains what would need to happen before he becomes confident buying long-dated gilts again.\nPlus, the team assesses another difficult week for the portfolio as rising oil prices, a stronger US dollar and changing expectations around AI investment put pressure on commodities and emerging markets.\nThis Week’s Highlights:\n🕰️ What Can Investors Learn From the 1970s?\n Kieron takes us back to Britain’s 1976 financial crisis, when soaring inflation, negative real yields and collapsing confidence ultimately forced the UK to seek help from the IMF.\n\n📈 Why Inflation Comes in Waves\n From the oil shocks of the 1970s to today’s disruption around the Strait of Hormuz, Kieron explains why defeating one inflationary shock doesn’t necessarily mean the problem is over.\n🏦 Is the Bank of...","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}