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The Rodcast - Property, Business, Investment

Investment Mastermind Q3 2023

Ep. 90

I am joined again by Manish Kataria and Adam Lawrence to do our quarterly Investment Mastermind. These episodes are a bit of fun where we each pick one investment such as an ETF, Stock, Bond or REIT and explain our reasoning. Pretty much all of our picks can be invested in via an ISA or Pension wrapper but these episode are NOT INVESTMENT ADVICE.

We start the episode by giving a roundup of the investment environment along with how certain markets have performed and what we feel the outlook is.

We then get onto our picks.

Adam chose UK30 Year GILT which yeilds 5.102%

Rod Chose The UBS ETF (LU) Bloomberg TIPS 10+ UCITS ETF (hedged to GBP) A-dis seeks to track the Bloomberg US Government 10+ Year Inflation-Linked Bond (GBP Hedged) index. The Bloomberg US Government 10+ Year Inflation-Linked Bond (GBP Hedged) index tracks inflation-linked US government bonds.

Manish chose GDX. It's a play on the gold price but more leveraged, through gold miners.  

Have a listen to find out why

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