The Personal Investor

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...

This week in the markets: Volatile news from the Gulf holds the key to global equity markets; but strong earnings growth puts a floor under prices for now. Fidelity’s Tom Stevenson reviews the stories moving markets. See omnystudio.com/listener for privacy information.

Today on the show - when does it makes sense to take tax-free cash from your pension? And which method of taking it will be best for you? Jemma Slingo is here to explain this often misunderstood part of the pension system. Ed Monk is joined by Slingo to provide a well-balanced take on the latest financial developments together with expert insights to help you grow your capital, manage your investm...

Today on the show - we are in a brand new financial year, so it’s a great time to run the rule over your finances and make sure you are on track to meet your long-term savings goals. We’ve got 5 essential checks to help you do it. 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 ca...

This week in the markets: Shares give back some of last week’s gains as peace talks stall and the US threatens to blockade the Straits of Hormuz. Fidelity’s Tom Stevenson reviews the stories moving markets. See omnystudio.com/listener for privacy information.

Today on the show - we’re answering your questions, and there’s really only one topic dominating investors thoughts right now. Can investors protect themselves from the fall-out of the ongoing Middle East conflict? What are the safe havens to turn to, and is it too late to act? Ed Monk is joined by Tom Stevenson to provide a well-balanced take on the latest financial developments toget...

Today on the show - how do seasoned investors harness the power of investment trusts to pay themselves a reliable - and inflation-beating -  income.  Ed Monk is joined by Richard Evans 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. Po...

This week in the markets: investors hold their breath as the deadline for a deal between Iran and the US approaches. Fidelity’s Jemma Slingo reviews the stories moving markets.   See omnystudio.com/listener for privacy information.

Today on the show - how much money would someone who retired back in 2015 have left if they had been living from their pot all that time? We’ve been analysing how the markets have treated the first cohort to retire under pension freedoms - and the results are surprising. Ed Monk is joined by Tom Stevenson to provide a well-balanced take on the latest financial developments together with expe...

Today on the show - how much money do you need to earn before the tax system regards you as ‘rich’? The level at which UK workers begin to pay higher rates of tax has been falling relative to the overall level of wages - we’ll examine how much that’s taking from pay-packets. Ed Monk is joined by Jemma Slingo to provide a well-balanced take on the latest financial developmen...

This week in the markets: 2022 revisited - a bad month for balanced portfolios. Fidelity’s Tom Stevenson reviews the stories moving markets. See omnystudio.com/listener for privacy information.

Today on the show - we explain the sudden turnaround for interest rates and what that means for households. Are we really about to see three interest rates rises in 2026?  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...

Today on the show - what lessons do you need to teach your children to give them the knowledge they need to manage their own finances later in life? Finance guru Claer Barrett is here to share her wisdom on the good - and bad - habits we can pass on to our kids.  Ed Monk is joined by Claer Barrett to provide a well-balanced take on the latest financial developments together with expert insigh...

This week in the markets: investors welcome US de-escalation after a shaky start to the market week. Fidelity’s Tom Stevenson reviews the stories moving markets. See omnystudio.com/listener for privacy information.

Today on the show - if we were making our first investment in 2026 - how would we do it? Leading investment journalist Holly Mead joins us to answer that question. Ed Monk is joined by Holly Mead 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. P...

This week in the markets: central banks are in focus as conflict in the Gulf shines a renewed light on inflation; the rotation out of the US goes into reverse; fears mount behind the scenes in private credit; but investors stick to their conviction that the Middle East crisis will be short-lived. Fidelity’s Tom Stevenson reviews the stories moving markets. See omnystudio.com/listener for pri...

Today on the show - Jemma Slingo joins Ed Monk to discuss what each of them are putting in their ISAs this year. 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 analy...

Today on the show - how will seasoned investors be handling the current bout of turbulence in the 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 an...

This week in the markets: equities and bonds fall after a historic surge in the oil price as the Middle East conflict enters its second week. Fidelity’s Tom Stevenson reviews the stories moving markets. See omnystudio.com/listener for privacy information.

Today on the show - what plans do you need to have in place a decade from retirement? Then five years out, and finally two years from the point you quit work for good? Marianna Hunt joins us to discuss.  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 por...

Today on the show - does it make sense to invest a whole lump sum into investments, or to phase your money over time? The method you chose can make a big difference to your returns overall - we’re breaking down the numbers. 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...

This week in the markets: Investors react to conflict in the Middle East and the UK awaits the government's Spring Statement. Fidelity’s Jemma Slingo reviews the stories moving markets. See omnystudio.com/listener for privacy information.

Today on the show - what are the funds to buy now and hold on to about for 10 years? Tom Stevenson is here to tell us the set-and-forget funds he’s picked for the next decade.    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 mak...

Today on the show - why are so many concerned about Student Loans and the latest changes to them? Does it make sense for parents to pay their children’s university costs - or keep their money invested instead? Ed Monk is joined by Andrew Oxlade to provide a well-balanced take on the latest financial developments together with expert insights to help you grow your capital, manage your investm...

This week in the markets: Tariffs are in the spotlight again after the US Supreme Court wades into the year-old trade war; the rotation out of US stocks accelerates; earnings season draws to a close; all against a backdrop of heightened political uncertainty. Fidelity’s Tom Stevenson reviews the stories moving markets. See omnystudio.com/listener for privacy information.