{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"The Art of Investing","title":"Do You Really Know What You’ve Invested In?","html":"<iframe width=\"100%\" height=\"180\" frameborder=\"no\" scrolling=\"no\" seamless src=\"https://share.transistor.fm/e/cda7b5e8\"></iframe>","width":"100%","height":180,"duration":3833,"description":"📊 The Art of Investing Survey – Fill in the form here, we’d love your feedback: https://forms.office.com/e/tCyxzN48Ks\n📈 Download the full Portfolio Performance Slides here\n📧 Get in touch: theartofinvesting@ig.com\n📱 Behind the scenes: _theartofinvesting on TikTok | @theartofinvestingpod (Instagram)\n🎧 Listen on: Apple, Spotify, YouTube \n\nHappy Birthday to us! This week on The Art of Investing, the team mark one year of the portfolio with a more volatile week in markets, as geopolitical tensions, oil price moves and continued rotation across equities begin to test performance.\nWhile the portfolio takes a step back, the broader conversation focuses on what’s really driving markets right now - from renewed pressure in commodities and emerging markets, to ongoing shifts within equities and growing dispersion across global indices.\nThe team also explore two key themes this week: the hidden concentration within ETFs - comparing cap-weighted vs equal-weighted investing - and the rise of thematic investing, including how to think about geographic and sector diversification.\nThis Week’s Highlights:📉 Markets Pull Back\n A weaker week across global markets sees broad-based declines, with most asset classes finishing in negative territory.\n🛢️ Oil Volatility Returns\n Geopolitical tensions push oil prices higher again, reversing recent declines and adding pressure across sectors like airlines and transport.\n🔄 Rotation Continues\n Ongoing shifts within equities, with capital moving between sectors and regions rather than leaving markets entirely.\n🤖 AI & Tech Volatility\n Continued swings across semiconductor and AI-linked stocks, highlighting the fragility of recent momentum.\n🇯🇵 Japan Under Pressure\n After a strong run, rising bond yields raise questions around sustainability and potential profit-taking.\n📉 Commodities Pause\n A cooling period for commodities, with weaker China demand and a stronger dollar weighing on prices.\n📊 Concentration Still Matters\n Single stock moves continue...","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}