{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"The Art of Investing","title":"Stress Testing Your Portfolio: Will we add Gold, Treasuries or Nasdaq?","html":"<iframe width=\"100%\" height=\"180\" frameborder=\"no\" scrolling=\"no\" seamless src=\"https://share.transistor.fm/e/b5d486fd\"></iframe>","width":"100%","height":180,"duration":3497,"description":"🏆 Vote for The Art of Investing in the FinFluencer Awards!\nThe Art of Investing has been nominated in the Best Economist Influencer category at the FinFluencer Awards.\n\nYou can cast your vote using the link below:\nhttps://www.finfluencer.digital/awards/uk/vote \n🏏 The Art of Investing LIVE at Lord’s Cricket Ground\nIf you’ve registered to join us at Lord’s on 13th October, keep an eye on your inbox!\n📈 Download the full Portfolio Performance Slides\nView 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, it’s time for the big end-of-quarter portfolio review.\nWith bond yields continuing to rise and markets becoming increasingly divided beneath the surface, Rich, Mark and Chris ask whether the investment environment is beginning to fundamentally change, and what that could mean for the portfolio over the final three months of the year.\nCJ sets out three possible scenarios for markets: a continued surge in bond yields that ultimately leads towards recession; an AI-driven productivity boom that brings greater disinflationary pressure; or a continuation of the volatile environment investors are navigating today.\nThe team debate which scenario they think is most likely, whether it’s finally getting close to the time to buy longer-dated bonds, and whether AI can continue driving markets even as the cost of capital rises.\nAnd after another difficult week for India, the investment committee finally loses patience, selling the position completely and reallocating the capital into the Nasdaq 100 and gold.\n\nThis Week’s Highlights:\n📉 Are Bond Markets Reaching Breaking Point?\nBond yields continue to climb, forcing the team to ask how far they can rise before equity markets and the wider economy begin to feel the pressure.\n\n🐻 Three Scenarios for the Next Three Months\nCJ lays out three potential paths for markets: rising yields eventually...","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}