Episode
SpaceX on Launchpad While Bonds Dampen Risk Sentiment
- Podcast
- The Art of Investing
- Published
- May 20, 2026
- Duration seconds
- 3342
- Processing state
not_requested- Canonical source
- https://share.transistor.fm/s/bfe465be
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Summary
This week on The Art of Investing , Rich McDonald, Mark “Spice” Holden and Chris “CJ” Fellingham break down a more volatile week in global markets, as rising bond yields, geopolitical tensions and shifting expectations begin to test the strength of the recent rally. With over 100 years of combined experience across wealth and hedge fund management, the team explore whether markets are entering a more uncertain phase, what higher-for-longer rates mean for investors, and why cash is starting to look increasingly attractive in the short term. This Week’s Highlights: 📉 Markets Pause After Strong Run After seven consecutive weeks of gains, US equities pulled back as rising bond yields and inflation concerns weighed on sentiment. 📊 Bond Yields Surge Globally US 30-year yields hit their highest level since 2007, with similar moves seen across Japan and Europe, putting pressure on risk assets. 🛢️ Oil Prices Climb Again Brent crude surged to new highs amid geopolitical tensions, reinforcing inflation concerns and adding further uncertainty to markets. 🤖 AI & Earnings Still in Focus Strong earnings continue across tech and AI-driven companies, with Nvidia results expected to be a key catalyst for markets this week. 🌍 Global Growth Divergence Japan delivered stronger-than-expected GDP growth, while China data disappointed, highlighting diverging global economic momentum. ⚡ The Hidden AI Infrastructure Boom Massive investment into data centres and energy infrastructure continues, with utilities and industrial players positioning for long-term demand. Portfolio Snapshot – Week 46: Weekly portfolio performance: –1.6% Total return since inception: +20.3% 2026 year-to-date return: +7.8% Top Performers 🥇 iShares MSCI India ETF: +0.6% WoW 🥈 Invesco Stoxx Euro 600 UCITS ETF GBP: +0.2…