Show Notes
Last month should have been the moment for “safe haven” assets like gold and government bonds to shine. Instead, gold suffered its worst month in over a decade, while UK government bonds saw their biggest fall since the 2022 mini-budget crisis. So what went wrong? In this episode of Investing Unlocked Extra, Georgie Frost speaks to finance journalist Holly Mead about why traditional defensive investments sometimes fail – and what investors should really do when markets turn volatile. They explore: Why gold and bonds dropped during a geopolitical crisis Whether defensive assets still have a place in portfolios How inflation and interest rates change investment behaviour What actually performed well during the market turmoil Whether younger investors should bother with defensive assets at all
If you're wondering how to build a resilient investment portfolio in uncertain times, this episode breaks it down in clear, practical terms. Guest: Holly Mead LinkedIn: https://www.linkedin.com/in/holly-mead-411b4a136/ X.com: https://x.com/holly_mead_ TikTok: @hollymead_moneyjourno To hear more from us:
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More from Investing Unlocked
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Companies are spending trillions on AI. Governments are ripping up the old economic rulebook. Global power is shifting and populations are getting older.
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AI is transforming the world – but does that automatically make it a good investment? In this episode of Investing Unlocked Extra, Georgie Frost is joined by Andrew Oxlade, Director at Fidelity Personal Investing, to unpack one of the biggest questions facing investors today. Are AI stocks genuinely worth their eye-watering valuations, or are we seeing echoes of the dot-com bubble? And if you're invested in a pension, ISA or global tracker fund, how much AI exposure do you already have without realising it? Together, they explore whether Nvidia, SpaceX and the Magnificent Seven have become too dominant, how to assess AI valuations, why passive investing may be increasing concentration risk and whether now is the time to rebalance your portfolio. They also discuss active versus passive investing, diversification, FOMO, market psychology and the practical steps investors can take to manage risk while staying invested. Whether you're excited by AI or worried you've become overexposed, this episode will help you understand the opportunities, the risks and what they could mean for your portfolio.