In this week’s Markets Wrap, hosts Merryn Somerset Webb and John Stepek weigh Greater Manchester mayor Andy Burnham’s bond-market remarks against fiscal reality, unpack financial services group Gavekal’s so-called “Turkish Portfolio” of equities, and consider gold’s role as a hedge in an increasingly crowded market.

As always, questions and comments welcome at merrynmoney@bloomberg.net

In this week&rsquo;s Markets Wrap, hosts Merryn Somerset Webb and John Stepek weigh Greater Manchester mayor Andy Burnham&rsquo;s bond-market remarks against fiscal reality, unpack financial services group Gavekal&rsquo;s so-called &ldquo;Turkish Portfolio&rdquo; of equities, and consider gold&rsquo;s role as a hedge in an increasingly crowded market. As always, questions and comments welcome at merrynmoney@bloomberg.net

Merryn Talks Money with Bloomberg senior columnist Merryn Somerset Webb is your key to understanding how markets work – and how you can make them work for you. Every episode features a relaxed but in-depth conversation with a fund manager, a strategist, a Bloomberg expert or just someone Merryn finds particularly interesting in any given week. Listen in for the kind of insights and explanations everyone can use to help them make better saving and investing choices.

Merryn Talks Money with Bloomberg senior columnist Merryn Somerset Webb is your key to understanding how markets work – and how you can make them work for you. Every episode features a relaxed but in-depth conversation with a fund manager, a strategist, a Bloomberg expert or just someone Merryn finds particularly interesting in any given week. Listen in for the kind of insights and explanations everyone can use to help them make better saving and investing choices.

Merryn Talks Money

Burnham’s Bond Gamble, Gavekal’s Turkish Play, and Gold’s Crowded Hedge

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/45510d06-ab12-4da1-bdc0-b36400815a55/transcript

On this week's Merryn Talks Money personal finance episode, Merryn Somerset Webb and John Stepek answer an interesting listener question surrounding the active vs passive debate. The pair look at financial data spanning the past 40 years to help a listener understand the pros and cons of active vs passive investing and why passive investing isn't truly passive. 

On this week's Merryn Talks Money personal finance episode, Merryn Somerset Webb and John Stepek answer an interesting listener question surrounding the active vs passive debate. The pair look at financial data spanning the past 40 years to help a listener understand the pros and cons of active vs passive investing and why passive investing isn't truly passive.&nbsp;

Active vs Passive: How to Help Your Kids Invest 

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/a095ab6d-45b7-4274-a5f5-b41900bf4a6a/transcript

Why did gold fail to protect portfolios during the latest market shock? In this episode of Merryn Talks Money, Merryn Somerset Webb speaks with Evy Hambro, global head of thematic and sector investing at BlackRock, about the violent moves in gold and silver, the new energy risk premium, and why commodities may be entering a powerful new cycle. They discuss inflation, interest rates, energy security, mining valuations, AI-driven demand for materials, and why investors may need to rethink how much exposure they have to gold, energy and broader commodity equities.

Why did gold fail to protect portfolios during the latest market shock? In this episode of Merryn Talks Money, Merryn Somerset Webb speaks with Evy Hambro, global head of thematic and sector investing at BlackRock, about the violent moves in gold and silver, the new energy risk premium, and why commodities may be entering a powerful new cycle. They discuss inflation, interest rates, energy security, mining valuations, AI-driven demand for materials, and why investors may need to rethink how much exposure they have to gold, energy and broader commodity equities.

Why Investors Are Rotating Into Commodities with BlackRock's Evy Hambro

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/2b92f752-aaf7-4456-9861-b41a0155820f/transcript

In this week’s markets wrap, John Stepek, senior reporter and author of the Money Distilled newsletter, and Bloomberg Opinion's Marcus Ashworth discuss how geopolitical uncertainty is leaving investors with few clear safe havens, as gold, bonds, and currencies all behave unpredictably while cash gains appeal.

In this week&rsquo;s markets wrap, John Stepek, senior reporter and author of the Money Distilled newsletter, and Bloomberg Opinion's Marcus Ashworth discuss how geopolitical uncertainty is leaving investors with few clear safe havens, as gold, bonds, and currencies all behave unpredictably while cash gains appeal.

Markets Wrap: Gold, Bonds and Bitcoin Struggle as War Uncertainty Clouds Investor Outlook

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/f259c38e-31bd-498a-8a8e-b4190127bde5/transcript

Burnham’s Bond Gamble, Gavekal’s Turkish Play, and Gold’s Crowded Hedge

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