Post by IG

🎧 New Episode Alert! Oil up 20%. Bond yields climbing. And the portfolio keeps pushing higher. 👉 Listen now: https://upl.inc/taovapple 👉 Watch now: https://lnkd.in/eYV_ZEqb Headline numbers look steady. But beneath the surface, capital is moving fast. This week, Rich McDonald, Mark Holden and Chris Fellingham unpack a shortened trading week where oil surges, AI continues to hollow out legacy tech, and a wave of UK takeover activity raises a question the team have been asking for months: are British companies simply too cheap? 📊 Portfolio Snapshot, Week 48 Weekly performance: +1.1% Total return since inception: +22.6% 2026 YTD return: +10.1% 🥇 WisdomTree Copper ETF: +4.1% 🥈 BlackRock World Mining Trust: +2.0% 🥉 iShares Nikkei 225 ETF: +2.0% No portfolio changes this week. Copper led the way as falling inventories and strong demand signals pushed the position higher, while gilts and emerging markets barely moved. The big debate this week: with bond yields on the rise and oil jumping nearly 20% in days, are markets quietly pricing in a world where interest rates stay higher for longer than anyone expected? If you want to understand what the surge in commodities, the collapse in legacy software names, and the flood of UK takeover bids are all telling you about where capital is flowing right now, this episode is well worth a listen. #TheArtOfInvesting #Investing #Markets #Copper #Oil #AI #BondYields #PortfolioManagement #ETFs #InvestingPodcast #IGMarkets #UKStocks #Commodities