Welcome to Episode 7 of The Art of Investing –

This week, Rich McDonald, Chris Fellingham, and Mark Holden dive into the strength of U.S. equities and ask the big question: can the S&P 500 keep climbing, or is a correction on the horizon? With U.S. indices testing record levels, shifting rate expectations, and mixed signals in global markets, the team break down what it all means for investors.

This week’s highlights include:

• Market update: S&P 500 nearing highs, Fed policy expectations, and global equity performance.
• Portfolio review: The latest allocation moves and how the team are balancing growth and caution.
• Risk & discipline: Why diversification and risk awareness are critical in bullish conditions.
• Investor psychology: How sentiment can distort decision-making when markets approach peaks.
• Practical investing takeaways: What this all means for positioning in 2025.

📄 Download ETF list and performance here:

https://drive.google.com/drive/folders/1R3LEKkNo4M6UDaw4eyeBdBeaV7aH_fvL?usp=drive_link

👉 Download supporting slides from this episode:

https://drive.google.com/drive/folders/1YDv9-F6Tm4-41XqjWvlZnxTw5eJOPZRd?usp=drive_link

📧 Get in touch: [email protected]

Your capital is at risk. The value of shares, ETFs and ETCs can fall as well as rise, which could mean getting back less than you put in. New customers only. Offer valid until 15 August for ISA, GIA, and SIPP accounts. Other fees may apply. T&Cs apply.

Disclaimer:

This podcast is provided for educational and informational purposes only. The content is not intended as personal investment advice, financial planning guidance, or a recommendation to buy, sell, or hold any securities. All portfolio discussions are for educational purposes only. Past performance is not an indication of future results.

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