The Personal Investor

Today on the show - cash ISAs are changing following a much-anticipated reform announced in the Budget. What does it mean for savers, and where else might they have to turn to get the steady cash-like returns they’re seeking? Host 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,...

This week in the markets: the Fed weighs up a third rate cut, the chancellor fields questions about her Budget, and predictions flood in for the year ahead. Fidelity’s Jemma Slingo reviews the stories moving markets. See omnystudio.com/listener for privacy information.

This week in the markets: November breaks a seven-month winning streak for shares; we assess the odds of another Santa Rally; and the case for quality and diversification. Fidelity’s Tom Stevenson reviews the stories moving markets. See omnystudio.com/listener for privacy information.

We’re giving our verdict as the dust settles on a much anticipated Budget delivered by Chancellor Rachel Reeves this week. How will the raft of tax changes announced affect you, and how have markets taken it all? Host 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...

This week - how much cash should you have in retirement? I don’t mean for holidays or to fix the boiler, but as an aid to your overall financial mix. What’s enough and too much - cash to hold? Host Ed Monk is joined by Jemma Slingo to a provide a well-balanced take on the latest financial developments together with expert insights to help you grow your capital, manage your investment p...

This week in the markets: sentiment settles after last week’s volatility; Black Friday shines a spotlight on the US consumer economy; while here in the UK, all eyes are on the Labour government’s tricky second Budget. Fidelity’s Tom Stevenson reviews the stories moving markets. See omnystudio.com/listener for privacy information.

How relevant is Warren Buffett to investors today? The Sage of Omaha has given his latest written update to shareholders - surely one of his last. Could his meteoric success be repeated today? See omnystudio.com/listener for privacy information.

Today on the show - arguments over the generosity, or otherwise, of the UK State Pension never seem to end - but how does the UK State Pension actually compare to those of other countries? Host Ed Monk is joined by Marianna Hunt to a 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 ma...

This week in the markets: Investors harvest gains after a six-month rally; the UK struggles to price in Budget speculation; and Asian markets are hit by China/Japan tensions. Fidelity’s Tom Stevenson reviews the stories moving markets. See omnystudio.com/listener for privacy information.

At what age can you expect your earnings to peak, and then decline. It’s a vital question for anyone planning their financial life - and it might come sooner than you think. Host Ed Monk is joined by Andrew Oxlade to a 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 mo...

This week – what does a knife-edge interest rate decision at the Bank of England tell us about the state of the UK economy right now? When – and how far – will interest rates fall? Host Ed Monk is joined by Tom Stevenson to a provide a well-balanced take on the latest financial developments together with expert insights to help you grow your capital, manage your investment portfo...

This week in the markets: strong earnings offset valuation concerns; the US government re-opens for business; while here in the UK, jobs and GDP data set the scene for the Bank’s next rate-setting meeting. Fidelity’s Tom Stevenson reviews the stories moving markets. See omnystudio.com/listener for privacy information.

Gold has enjoyed an incredible run, but can that continue? The precious metal has dipped from its peak this year - what happens next? Host Ed Monk is joined by Jemma Slingo to a 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...

Today on the show - how do you turn those savings you’ve been making over the years into a secure and repeatable income in retirement? Fidelity’s Richard Evans - author of Your Retirement Salary - joins us to talk it over. 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 t...

This week in the markets: shares close out October on a winning streak; and will the Bank of England follow the Fed lower? Fidelity’s Tom Stevenson reviews the stories moving markets. See omnystudio.com/listener for privacy information.

This week, what are cheapest stock markets in the world right now? It is possible to put a figure on the relative valuations of one stock market versus another - and that’s what we’ve been doing this week. We’ll reveal the cheapest - and most expensive stock markets - and run through the merits of investing in them. We also cover how best to use valuations in your investing. Host...

This week, we're talking income tax - and why, whatever happens in the Budget next month - it is already on the rise for many people. What is fiscal drag? And what is the worst example of it in the tax system? Host Ed Monk is joined by Tom Stevenson to a provide a well-balanced take on the latest financial developments together with expert insights to help you grow your capital, manage your invest...

This week in the markets: central bank meetings and tech stock results provide plenty of tests for a buoyant stock market. Fidelity’s Tom Stevenson reviews the stories moving markets. See omnystudio.com/listener for privacy information.

This week - should you take your pension tax-free cash now? Many of those near, or in retirement are asking themselves that question as rumours swirl of potential reforms to the system for retirement savings. What are the good - and bad - reasons to take tax-free cash? Host Ed Monk is joined by Marianna Hunt to a provide a well-balanced take on the latest financial developments together with exper...

This week in the markets: Investors are jittery as the US bull run enters its fourth year. Fidelity’s Jemma Slingo reviews the stories moving markets. See omnystudio.com/listener for privacy information.

This week in the markets: stock markets enter the ‘nervous nineties’; earnings season kicks off; and gold pushes above $4,000. 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 as we head - believe it or not - into the final months of 2025. Will markets crash? Are pensioners in the crosshairs as the Budget approaches? What next for AI and for gold? We’ll attempt to answer all of it. If you enjoy the show please rate us, share us or leave a comment wherever you get your podcasts. Host Ed Monk is joined by Tom...

This week in the markets: gold and Japanese stocks pick up the leadership baton as the US bull market heads towards its third anniversary and a 90% gain. Fidelity’s Tom Stevenson reviews the stories moving markets. See omnystudio.com/listener for privacy information.

Today on the show, if you know anything about inheritance tax, it’s probably that you can give your money away and, as long as you survive 7 years there’s no tax to pay. But do you really understand the 7-year rule for IHT? That’s the focus today. Host Ed Monk is joined by Marianna Hunt to a provide a well-balanced take on the latest financial developments together with expert in...

This week in the markets: the bull market grinds higher; China picks up the leadership baton; and gold hits another new high. Fidelity’s Tom Stevenson reviews the stories moving markets. See omnystudio.com/listener for privacy information.