The Personal Investor

Afleveringen

• 
  Market news today - Stock markets face inflation test 17.08.2026 4min

  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.
• 
  Die with zero: why retirees across the world are turning to this radical plan 14.08.2026 19min

  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.
• 
  Autumn Budget 2026: what to expect from Andy Burnham’s first Budget 13.08.2026 18min

  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.
• 
  Market news today - stocks hit all-time highs 10.08.2026 4min

  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.
• 
  FTSE 100 hits a new record: this is why investors are turning to the UK 07.08.2026 18min

  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.
• 
  Can this ‘carry forward’ tax trick supercharge your pension 06.08.2026 16min

  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.
• 
  Market news today - no summer break for nervous investors 03.08.2026 9min

  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.
• 
  How rich are UK retirees? British pensioner wealth compared 30.07.2026 16min

  Today on the show - Marianna Hunt is here to answer the question - how rich are Britain’s pensioners? We've run the numbers on how the UK compares to European rivals on pensioner wealth and income. The full results of Marianna’s analysis are free to read here.  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.
• 
  Pension opt-out: the worst retirement mistake you can make? 29.07.2026 12min

  Today on the show - Marianna Hunt is here to talk about the temptation to opt-out of pension savings. Can it ever make sense - and who is at most risk if they opt out of retirement saving? 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 - Oil reflects the ebb and flow of Gulf tensions 27.07.2026 6min

  This week in the markets: Oil fluctuates as tensions ebb and flow in the Gulf; markets hold firm despite the Mag 7’s underperformance; all eyes are on interest rates, with decisions due on both sides of the Atlantic; and earnings expectations nudge higher. Fidelity’s Tom Stevenson reviews the stories moving markets.See omnystudio.com/listener for privacy information.
• 
  Are index funds the next bubble? The hidden risk of passive investing 24.07.2026 23min

  Today on the show Tom Stevenson is here to talk about the remarkable power of passive index funds and why some famous investors are beginning to warn their dominance holds threats for stock markets. 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.
• 
  How can you retire before your State Pension starts? 22.07.2026 20min

  Today on the show - Jemma Slingo is here to tell us what it takes to bridge the gap between retirement and State Pension. How can you reproduce the income the State Pension provides and retire earlier? 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.
• 
  Market news today - Markets look beyond the AI wobble 20.07.2026 9min

  This week in the markets: the broad market remains resilient despite cracks showing in the AI boom; inflation and interest rates are the main data focus this week; earnings season steps up a gear; while here in the UK, Andy Burnham becomes Britain’s seventh prime minister in a decade. Fidelity’s Tom Stevenson reviews the stories moving markets.See omnystudio.com/listener for privacy information.
• 
  Still waiting for the crash? This is what’s holding markets up 16.07.2026 14min

  Today on the show -Tom Stevenson is here to tell us why he has turned (even more) optimistic on stock markets - despite the bearish predictions abound elsewhere. What is holding up stock markets  - and can it last? 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.
• 
  How much of your salary will you need to recreate in retirement? 15.07.2026 16min

  Today on the show - Jemma Slingo is here to tell us about ‘replacement rates’ in retirement - the proportion of your working salary you’ll need to recreate in retirement to maintain your living standards. The results might come as a surprise. You can read Jemma's recent article on replacement rates 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.
• 
  Market news today - earnings season to test market sentiment 13.07.2026 9min

  This week in the markets: earnings season begins as investors find more reasons to be cautious; Andy Burnham prepares for his coronation as Britain’s next prime minister; while Kevin Warsh sets out his vision for the Fed to Congress. Fidelity’s Tom Stevenson reviews the stories moving markets.See omnystudio.com/listener for privacy information.
• 
  Inheritance Tax: can this hack help you gift money tax-free? 10.07.2026 14min

  Today on the show - Marianna Hunt is here to walk us through the rules on gifting to beat Inheritance Tax - and specifically the ‘normal expenditure our of income’ exemption that could be one of the most powerful way to beat the tax. You can read Marianna's recent article on this here. IHT gifting allowances: 8 key questions answered 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.
• 
  Tax on your ISA savings? What you need to know before 2027 08.07.2026 20min

  Today on the show - Jemma Slingo is here to explain some important changes to ISAs due to arrive next year. We answer investors questions - including whether there will be tax to pay on assets that can currently grow free from UK tax. You can read Jemma article on upcoming ISA changes here. How ISAs will change in 2027Ed 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.
• 
  Bubble signals? New tax on savings? What you’re asking us right now 07.07.2026 38min

  Today on the show - we’re answering your questions with topics ranging from new ISA tax changes to signs that the AI bubble is about to burst. Tom Stevenson is here to give the answers. Read Tom's latest Investment Outlook. 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 - Investors pause for breath after a dramatic six months 06.07.2026 5min

  This week in the markets: Investors pause for breath after a dramatic six months. Fidelity’s Jemma Slingo reviews the stories moving markets.See omnystudio.com/listener for privacy information.