Episode
Switching Out of Bonds into Equities for the New ISA Year
- Podcast
- The Art of Investing
- Published
- Apr 10, 2026
- Duration seconds
- 4203
- Processing state
not_requested- Canonical source
- https://share.transistor.fm/s/9baa5604
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Summary
This week on The Art of Investing, Rich McDonald, Mark “Spice” Holden and Chris “CJ” Fellingham bring over 100 years of combined experience across wealth and hedge fund management to unpack a dramatic rebound across markets, as a fragile ceasefire in the Middle East sends oil lower, rate expectations ease, and risk assets rally hard.With bonds recovering, equities surging and some of the hardest-hit areas snapping back sharply, the team ask whether this is the start of a more durable recovery, or simply relief after weeks of pressure.They also revisit the case for the US, Japan and bonds, debate whether the portfolio should add more risk here, and answer listener questions on how to think about positioning in fast-moving markets.As always, the key theme remains: when markets move fast, discipline matters more than drama. This Week’s Highlights:🕊️ Ceasefire Relief RallyA two-week ceasefire helps trigger a broad rebound in risk assets and a sharp fall in oil.⛽ Oil Price Drops BackA 15% fall in oil eases inflation fears and takes pressure off rate expectations.🏦 Bond Markets RecoverGilts and treasuries bounce as markets scale back the chance of further rate hikes.🇺🇸 US Back in FocusThe team revisit whether the S&P 500 now offers better value after recent derating.🇯🇵 Japan Rebounds StronglyJapanese equities rally as lower energy prices improve the outlook.🧠 Discipline Over NoiseWhy the best response to volatile headlines is often patience, not panic. Portfolio Snapshot - Week 34:Weekly performance: +5.1%Total return since inception: +16.2% Top Performers🥇 VanEck Crypto and Blockchain Innovators ETF: +11.9%🥈 BlackRock World Mining Trust PLC: +10.8%🥉 iShares Nikkei 225 ETF: +8.0% Underperformers📉 Cash: +0.1%📉 iShares $ Treasury Bond 7–10 yr UCITS ETF: +0.5%📉 iShares UK G…