The Personal Investor

Episode

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  Time for bonds? IHT threat to pensions?  What you’re asking us right now  08.10.2026 40mnt

  Today on the show - we’re answering your questions with topics ranging from the case for bonds as yields soar to tax on cash ISAs and pensions. Tom Stevenson is here to give the answers.    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 investorSee omnystudio.com/listener for privacy information.
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  Market news today - two way pull 05.10.2026 8mnt

  This week in the markets: investors are torn between rising bond yields and booming earnings ahead of a nervous autumn of political uncertainty. Fidelity’s Tom Stevenson reviews the stories moving markets.See omnystudio.com/listener for privacy information.
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  Yields above 5%? The shares that can still thrive 02.10.2026 22mnt

  Today on the show - Tom Stevenson is here to identify the parts of the stock market that can continue to do well despite the threat posed by higher inflation, rates and borrowing costs. You can read his article on this here. 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 - Budget countdown begins 28.09.2026 4mnt

  This week in markets: all eyes on the UK chancellor as the cost of government borrowing continues to rise. Fidelity’s Jemma Slingo reviews the stories moving markets.See omnystudio.com/listener for privacy information.
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  Does it always make sense to buy a house if you can? 25.09.2026 19mnt

  Today on the show - Jemma Slingo is here to answer whether it always makes sense to buy a house. Generations have grown up with rampant house price growth that has rewarded them for borrowing as much as they can to buy a a home as soon as they can - does that equation still hold 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.
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  "I wish someone had told me this" - Stacey Duguid on mid-life career loss 23.09.2026 40mnt

  Today on the show - we welcome writer and campaigner Stacey Duguid to the show to talk about her experience of losing a high-flying career - and income - in her 40s. What are the things she wished she known sooner to navigate a mid-life career setback?   Ed Monk is joined by Stacey Duguid 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 - market adapt to higher inflation 21.09.2026 10mnt

  This week in the markets: investors adapt to persistent inflation as central banks (with one notable exception) tighten together. Fidelity’s Tom Stevenson reviews the stories moving markets.See omnystudio.com/listener for privacy information.
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  Should I use my pension to pay off my mortgage? 16.09.2026 14mnt

  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 8mnt

  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 19mnt

  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 20mnt

  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 7mnt

  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 19mnt

  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 19mnt

  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 6mnt

  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 16mnt

  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 17mnt

  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 8mnt

  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 17mnt

  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 18mnt

  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.