The Personal Investor

Епизоди

• Market news today - shares tread water amid heightened uncertainty 22.06.2026 10мин

  This week in the markets: shares tread water amid multiple uncertainties, as UK Prime Minister Keir Starmer resigns, the US and Iran circle each other suspiciously, central banks weigh conflicting inflation and growth data, and the AI boom persists - for now. Fidelity’s Tom Stevenson reviews the stories moving markets.See omnystudio.com/listener for privacy information.
• £45,400 - the secret to a comfy retirement? 18.06.2026 13мин

  Today on the show - Jemma Slingo is here to tell us how much money you need for a ‘comfortable’ retirement. What kind of lifestyle can you expect - and how much do you need to save to get there. That’s our focus today. 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.
• Can you time the market? Here’s what happened when we tried 17.06.2026 14мин

  Today on the show - Marianna Hunt is here to discuss whether it’s possible to time your investments to super-charge your returns. Does it ever pay to wait for the perfect time to invest? That’s our focus today. 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.
• Mood shift: this is why stock markets have turned negative again 11.06.2026 17мин

  Today on the show - Tom Stevenson is here to hold our hand after an alarming wobble in stock markets of the past week. Why are investors suddenly becoming cautious again after shrugging off any bad news up to now?  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.
• Market news today - jobs data trigger an AI air pocket 08.06.2026 8мин

  This week in the markets: Jobs data trigger AI air pocket.Fidelity’s Tom Stevenson reviews the stories moving markets.See omnystudio.com/listener for privacy information.
• Who needs Power of Attorney - and when? 03.06.2026 16мин

  Fidelity’s Jo Lewis is here to talk about Power of Attorney. This vital legal protection is simple to set up and can save you money and precious time if you or a loved one is unable to make their own decisions - but it is often overlooked. We discuss what everyone needs to know about Power of Attorney. Ed Monk is joined by Jo Lewis 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.
• Markets climb a wall of worry 01.06.2026 8мин

  This week in the markets: share prices continue to climb the wall of worry; despite no clear progress in the Gulf and with little in the way of economic and corporate data this week, investors are sticking with the positive AI narrative. Fidelity’s Tom Stevenson reviews the stories moving markets.See omnystudio.com/listener for privacy information.
• Is this really the future of the State Pension? 29.05.2026 34мин

  In this episode of the podcast we welcome James Browne from the Tony Blair Institute. James has co-authored a radical new plan for the State Pension that has sparked fierce debate about the future of the payment. Could his plan work - and what would it mean for you? The Personal Investor podcast aims 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.
• These red flags are signs that you are over-saving 27.05.2026 16мин

  Today on the show - Marianna Hunt is here to tell us about the signs in your financial life that you are saving too much - and not investing enough. 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.
• Market news today - can shares withstand rising bond yields? 26.05.2026 7мин

  This week in the markets: inflation dominates in a quiet week for results and economic data; meanwhile attention shifts from strong earnings growth to valuations in an environment of rising bond yields. Fidelity’s Tom Stevenson reviews the stories moving markets.See omnystudio.com/listener for privacy information.
• What to do when the 60/40 portfolio no longer works 21.05.2026 24мин

  Today on the show - we welcome fund manager Jasmine Yeo to the pod to discuss the 60/40 portfolio - once investors’ best friend but a lot less reliable these days. Can it still work? And if it doesn’t, what does? Ed Monk is joined by Jasmine Yeo 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.
• Market news today - All eyes on Number 10 18.05.2026 4мин

  This week in markets: investors react to UK political drama and the world’s biggest AI company prepares to publish some blockbuster results. Fidelity’s Jemma Slingo reviews the stories moving markets.See omnystudio.com/listener for privacy information.
• The investment lessons I’m telling my grandchildren 15.05.2026 17мин

  Today on the show - Tom Stevenson is here to pass on the investment lessons he plans on giving to his new grandson. What has he learned over a lifetime of investing that the next generation can benefit from? 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.
• Is this the secret to balancing cash and investments in retirement? 13.05.2026 28мин

  Today on the show - can you use cash to offset the risk of investment falls in retirement? Tom Stevenson has been looking at history for a plan to balance his finances in retirement, and that’s our focus today. 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.
• Market news today - two way pull continues 11.05.2026 8мин

  This week in the markets: Investors remain torn between the AI boom and the shadow of the Gulf conflict; UK government bond yields edge higher as pressure on the government mounts; India misses out on the EM party; and all eyes are on the stagflation twins - we have data this week on US inflation and UK growth. Fidelity’s Tom Stevenson reviews the stories moving markets.See omnystudio.com/listener for privacy information.
• Double tax? 9 steps to tackle the IHT change coming for your pension 07.05.2026 18мин

  Today on the show - a potentially very important change is coming affecting pensions and the Inheritance Tax on them. For those affected it could require a complete overhaul of their financial plans for retirement. Marianna Hunt is here to explain and offer up some steps to take now in order to mitigate the risk.  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.
• Market news today - markets at a crossroads 05.05.2026 7мин

  This week in the markets: shares and bonds stand at a watershed as earnings soar on the back of the continuing AI investment boom but the Middle East conflict casts a persistent cloud over the economic outlook. Fidelity’s Tom Stevenson reviews the stories moving markets.See omnystudio.com/listener for privacy information.
• 10 years of Premium Bonds vs. shares - which one wins? 30.04.2026 14мин

  Today on the show - Premium Bonds continue to be the most popular financial product in the country - but do they deserve that status? Jemma Slingo is here to explain how Premium Bonds have stacked up versus other homes for your money over the past decade. Ed Monk is joined by Jemma 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.
• Market news today - tech stocks back on the front foot 27.04.2026 7мин

  This week in the markets: a busy few days beckon as technology stocks drive the market to new highs; earnings season accelerates with a focus on results from the Magnificent Seven; and it’s a big week for central bank rate decisions. Fidelity’s Tom Stevenson reviews the stories moving markets.See omnystudio.com/listener for privacy information.
• Markets defying gravity? The indicators for what happens next 24.04.2026 16мин

  Today on the show - why have markets stormed back to new highs despite such ongoing risk and uncertainty? And which indicators should investors watch for what happens next. Tom Stevenson is here to explain.  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.