About this episode

This episode discusses the current state of UK companies and market volatility amidst rising oil prices and AI's influence on capital flow.

📊 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 View the portfolio breakdown: here 📧 Get in touch: theartofinvesting@ig.com 📱 Behind the scenes: @_theartofinvesting on TikTok 🎧 Listen on: Apple , Spotify , YouTube This 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. But beneath the surface, things are shifting quickly. With 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. From 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. This Week’s Highlights: 📈 Portfolio Pushes Higher A positive start to the week sees the portfolio rise +1.1% , continuing its strong…

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