The Personal Investor

Епизоди

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  Should I use my pension to pay off my mortgage? 16.09.2026 14мин

  Today on the show - Marianna Hunt is here to answer whether using money from your pension to pay off your mortgage makes sense. We’ve run the numbers to help you decide. Ed Monk is joined by Marianna Hunt to provide a well-balanced take on the latest financial developments together with expert insights to help you grow your capital, manage your investment portfolio and make the most of the money markets. Popular for its jargon-free approach, clear analysis and fresh perspective, The Personal Investor podcast helps shine a light on the latest market developments for the savvy UK investor.See omnystudio.com/listener for privacy information.
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  Market news today - Fed in focus 14.09.2026 8мин

  This week in the markets: Interest rate decisions dominate the headlines this week as the stock market hovers near all-time highs in the face of a rising cost of capital. Fidelity’s Tom Stevenson reviews the stories moving markets.See omnystudio.com/listener for privacy information.
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  ‘Should I swap shares for bonds or cash?’: 7-point checklist 11.09.2026 19мин

  Today on the show - Tom Stevenson is here to assess the cash for investing in shares when the income you can get from cash and bonds looks so high. Ed Monk is joined by Tom Stevenson to provide a well-balanced take on the latest financial developments together with expert insights to help you grow your capital, manage your investment portfolio and make the most of the money markets. Popular for its jargon-free approach, clear analysis and fresh perspective, The Personal Investor podcast helps shine a light on the latest market developments for the savvy UK investor.See omnystudio.com/listener for privacy information.
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  ‘I’ve changed my mind’: Gold, Bitcoin - or both? 09.09.2026 20мин

  Today on the show - Tom Stevenson is here to talk about the strong recent runs for gold and bitcoin. What’s going on - and has Tom changed his mind on holding the cryptocurrency?  Ed Monk is joined by Tom Stevenson to provide a well-balanced take on the latest financial developments together with expert insights to help you grow your capital, manage your investment portfolio and make the most of the money markets. Popular for its jargon-free approach, clear analysis and fresh perspective, The Personal Investor podcast helps shine a light on the latest market developments for the savvy UK investor.See omnystudio.com/listener for privacy information.
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  Market news today - shares shrug off looming rate hikes 07.09.2026 7мин

  This week in the markets: strong US jobs data shorten the odds on a rate hike this month; shares and bonds tell a different story for now; and the mid-term election race begins in Dallas. Fidelity’s Tom Stevenson reviews the stories moving markets.See omnystudio.com/listener for privacy information.
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  4% Triple Lock rise And tax on your State Pension 03.09.2026 19мин

  Today on the show - Jemma Slingo is here to talk us through a big potential row that’s brewing over the State Pension. Will the Triple Lock deliver not just a boost to the value of the State Pension - but a headache for the Government as well?  Ed Monk is joined by Jemma Slingo to provide a well-balanced take on the latest financial developments together with expert insights to help you grow your capital, manage your investment portfolio and make the most of the money markets. Popular for its jargon-free approach, clear analysis and fresh perspective, The Personal Investor podcast helps shine a light on the latest market developments for the savvy UK investor.See omnystudio.com/listener for privacy information.
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  Saving in your 50s: ISA vs. Pension in numbers 02.09.2026 19мин

  Today on the show - Jemma Slingo is here to tell us whether it makes the most sense to save into an ISA or a pension once you enter those key savings years in your 50s.   Ed Monk is joined by Jemma Slingo to provide a well-balanced take on the latest financial developments together with expert insights to help you grow your capital, manage your investment portfolio and make the most of the money markets. Popular for its jargon-free approach, clear analysis and fresh perspective, The Personal Investor podcast helps shine a light on the latest market developments for the savvy UK investor.See omnystudio.com/listener for privacy information.
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  Market news today - Shares climb a bond market wall of worry 01.09.2026 6мин

  This week in the markets: shares climb the bond market wall of worry as Japanese yields hit a 30 year high and Kevin Warsh turns hawkish at Jackson Hole. Read: Shares climb a bond market wall of worry Fidelity’s Tom Stevenson reviews the stories moving markets.See omnystudio.com/listener for privacy information.
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  Fixed-rate mortgage or tracker? Where interest rates go next 28.08.2026 16мин

  Today on the show - Tom Stevenson is here to talk about interest rates and why variable, tracker mortgages now look much cheaper than fixed deals. What's going on with interest rates? Ed Monk is joined by Tom Stevenson to provide a well-balanced take on the latest financial developments together with expert insights to help you grow your capital, manage your investment portfolio and make the most of the money markets. Popular for its jargon-free approach, clear analysis and fresh perspective, The Personal Investor podcast helps shine a light on the latest market developments for the savvy UK investor.See omnystudio.com/listener for privacy information.
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  Bond markets under stress why are investors worried 26.08.2026 17мин

  Today on the show - Tom Stevenson is here to talk about recent unusual manoeuvres in the currency and bond markets, and what this might tell us about the next possible crisis to hit investors. Tom’s recent article on this topic can be read here. Fidelity’s Tom Stevenson reviews the stories moving markets.See omnystudio.com/listener for privacy information.
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  Market news today - US hogs headlines in last week of summer break 24.08.2026 8мин

  This week in the markets: the US hogs the headlines in the last week of the holidays, with tariffs, the Iran war, inflation and rising bond yields in focus. Plus, Nvidia’s results shine a late spotlight on the AI boom. And gold and bitcoin return to favour. Read: US in focus as our summer break winds up Fidelity’s Tom Stevenson reviews the stories moving markets.See omnystudio.com/listener for privacy information.
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  A million in ISAs: what we can learn from our ISA millionaires 20.08.2026 17мин

  Today on the show - Jemma Slingo is here to reveal the secrets of our ISA millionaire investors? How do they invest their money - and what is the secret to their success that the rest of us can emulate? Read Jemma’s article – including the funds and stocks most popular with our ISA millionaires – here. Ed Monk is joined by Jemma Slingo to provide a well-balanced take on the latest financial developments together with expert insights to help you grow your capital, manage your investment portfolio and make the most of the money markets. Popular for its jargon-free approach, clear analysis and fresh perspective, The Personal Investor podcast helps shine a light on the latest market developments for the savvy UK investor.See omnystudio.com/listener for privacy information.
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  Pensions & IHT: where to take your retirement money from first 19.08.2026 18мин

  Today on the show - Jemma Slingo is here to explain upcoming changes to pensions and Inheritance Tax and why they change the equation on where to take your retirement income from. Read Jemma’s full article on this here.See omnystudio.com/listener for privacy information.
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  Market news today - Stock markets face inflation test 17.08.2026 4мин

  This week in the markets: investors are riding high as earnings season draws to a close, but there are challenges up ahead. Fidelity’s Jemma Slingo reviews the stories moving markets.See omnystudio.com/listener for privacy information.
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  Die with zero: why retirees across the world are turning to this radical plan 14.08.2026 19мин

  Today on the show - Marianna Hunt is here to explain why your aim in retirement should be to ‘Die with zero’ - at least if you follow an extreme approach to retirement planning that more and more retirees are turning to. You can read Mariana's article hereSee omnystudio.com/listener for privacy information.
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  Autumn Budget 2026: what to expect from Andy Burnham’s first Budget 13.08.2026 18мин

  Today on the show - Jemma Slingo is here to walk us through the changes we can expect when the government delivers its Autumn Budget 2026 - now set for 28 October. Plus - the changes we already know about that could matter far more. Ed Monk is joined by Jemma Slingo to provide a well-balanced take on the latest financial developments together with expert insights to help you grow your capital, manage your investment portfolio and make the most of the money markets. Popular for its jargon-free approach, clear analysis and fresh perspective, The Personal Investor podcast helps shine a light on the latest market developments for the savvy UK investor.See omnystudio.com/listener for privacy information.
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  Market news today - stocks hit all-time highs 10.08.2026 4мин

  This week in the markets: Stocks hit record highs after a strong earnings season. Fidelity’s Jemma Slingo reviews the stories moving markets.See omnystudio.com/listener for privacy information.
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  FTSE 100 hits a new record: this is why investors are turning to the UK 07.08.2026 18мин

  Today on the show - Tom Stevenson is here to talk about a new record level for the FTSE 100. Why is Britain’s stock market enjoying a golden summer while rival markets stumble? And can it continue? Tom’s recent article analysing the UK market can be read here.  See omnystudio.com/listener for privacy information.
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  Can this ‘carry forward’ tax trick supercharge your pension 06.08.2026 16мин

  Today on the show - Jemma Slingo is here to tell us why the final few years before you retire can be amongst the most important for achieving your goals - and how you can use the rules of ‘carry forward’ to give your savings a boost. Read Jemma’s full article on carry forward here. Ed Monk is joined by Jemma Slingo to provide a well-balanced take on the latest financial developments together with expert insights to help you grow your capital, manage your investment portfolio and make the most of the money markets. Popular for its jargon-free approach, clear analysis and fresh perspective, The Personal Investor podcast helps shine a light on the latest market developments for the savvy UK investor.See omnystudio.com/listener for privacy information.
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  Market news today - no summer break for nervous investors 03.08.2026 9мин

  This week in the markets: there’s no let up for investors this summer with volatility in tech stocks, oil and currencies, set against a two way pull of rising earnings (good for shares) but also higher bond yields (the opposite). Fidelity’s Tom Stevenson reviews the stories moving markets.See omnystudio.com/listener for privacy information.