The Personal Investor
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The Personal Investor
With its approachable style and no-nonsense views, The Personal Investor is the essential weekly investing podcast for smart investors. Join Ed Monk as he explores investing, financial news, stock markets and economics. With his 360˚ view of the world of investment, Ed provides a well-balanced tak...
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117 episodi
Market news today - 'Nervous Nineties'
This week in the markets: stock markets enter the ‘nervous nineties’; earnings season kicks off; and gold pushes above $4,000.
Fidelity’s Tom St...
AI bubble? Tax rises? Six answers investors need now
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 pensi...
Market news today - stock market bull turns three
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% ga...
Inheritance tax: what people get wrong about the 7-year rule
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 the...
Market news today - bull in the China shop
This week in the markets: the bull market grinds higher; China picks up the leadership baton; and gold hits another new high.
Fidelity’s...
Are we re-running the dot-com crash?
This week, are there parallels between today’s record-breaking stock market and another bull market from the past — one that ended in a devastating cr...
Market news today - investors ‘still dancing’
This week in the markets: the global bull market pushes higher as US monetary policy eases and investors ‘keep dancing’.
Fidelity’s Tom Stevenso...
Why are retirees rushing back to this income option?
This week, after a decade or more in the wilderness, annuities are back on the agenda for those looking for retirement income. Why is that, and how ca...
Market news today -
This week in the markets: the Fed gets ready for the year’s first US interest rate cut; Asian stocks lead a global bull market; IPOs bounce back in Am...
Bond market flashing - what it means for tax rises
This week - what is rumbling in the bond market? Why have the prices of some government bonds been falling? What does it mean politically here in the...
Market news today - final fling for markets
This week in the markets: shares shrug off political turmoil as they gear up for a possible final fling at the end of a long bull market.
Fideli...
Are you ready for the 100-year life?
This week, how would you cope if you lived to 100 years of age? More and more of us are reaching that milestone - and the odds of you reaching it may...
Market news today - didn’t sell in May? Good call
This week in the markets: It’s back to school after a summer in which once again it paid to ignore the traditional advice to Sell in May; but concerns...
Will this kill the stock market bull run?
This week - it is said that bull markets don’t die of old age, they are killed off - but who could the likely culprits be?
Will persistent infla...
Market news today - Rate hopes keep shares bubbling
This week in the markets: Fed independence and tech results vie for investors’ attention; gold miners reap the benefit of a hike in the precious metal...
Is big tech about to stumble?
This week - is it too late to buy those Magnificent 7 companies? They have driven returns for years now and are again making the running in 2025 - but...
Market news today - top marks for global stocks
This week in markets: corporate earnings season is drawing to a close, but we have a busy week of economic news ahead
Fidelity’s Jemma Slingo re...
Market news today - UK in the spotlight
This week in markets: The Bank of England has lowered interest rates to 4% - but its decision leaves us with more questions than answers.
Fideli...
IHT is changing - can I still count on my inheritance?
This week - the inheritance tax (IHT) net is soon to be cast more widely - will you be caught by it?
Why is IHT the subject of such disagreement...
Market news today - crunch time for tariffs
This week in markets: America’s tariff rate will reach its highest level since the second world war when new levies are introduced on Thursday.
...
Unpacking inflation: the secret threat to retirement plans
This week - what’s your plan for when inflation strikes and threatens to derail your retirement? What is the risk that rising prices pose for retireme...
Market news today - summertime melt up
This week in the markets: summertime melt up
Fidelity’s Tom Stevenson reviews the stories moving markets.
See omnystudio.com/liste...
Will the State Pension be there for me?
This week, will you be able to rely on the State Pension in the future? How much might it be worth and how much would it cost you to reproduce with yo...
Market news today - markets take a breather as summer lull comes early
This week in the markets: investors take a breather after a dramatic first half year of the new Trump presidency.
Fidelity’s Tom Stevenson revie...
Shares back at all-time highs! What to do now
This week - markets are back to new all-time highs. What has been driving prices higher - and should investors worry about falls to come?
Host E...
Market news today - are investors too complacent?
This week in the markets - are investors too complacent?
Fidelity’s Tom Stevenson reviews the stories moving markets.
See omnystudio.com/l...
2025 - what investors want to know now
This week, we’re answering your questions at the mid-way point of 2025.
Is the chaos caused by US trade tariffs over? Is the UK economy headed f...
Market news today - big, beautiful boost
This week in the markets: investors continue to view the glass as half full as shares are pulled two ways by tariff fears on the one hand and a big, b...
Market news today - US stocks hit record high despite market fears
This week in markets: The US stock market defies the odds yet again to reach an all-time high. Meanwhile, the senate prepares to vote on Donald Trump’...
Is it better to invest in the minnows of the stock market?
Today on the show, is it better to invest in the giants of the stock market, as most of us do, or to back smaller companies? We have looked at the dat...
Market news today - markets weigh up Iran’s response to US bombing
This week in the markets: US bombing of Iran is the main focus as investors weigh up the scenarios; meanwhile the spectre of rising US debts and defic...
The surprising truth about the FTSE 100 vs the S&P 500
This week we look at the most powerful forces you’ll ever come across in finance. It’s the importance of reinvesting dividends. We’ve crunched the num...
Market news today - investors stay calm despite rising Middle East tension
This week in the markets: Mid-East tension dominates the headlines, but markets remain calm; the world’s leaders gather in Canada; and the world’s cen...
Is it time for investors to look beyond the US?
Today on the show, is American economic exceptionalism coming to an end? There have been signs in both the stock and bond markets this year that inves...
Market news today - the Fed vs White House
This week in the markets: US inflation data marks the latest round in the tussle between the Federal Reserve and The White House; investors eye troubl...
60/40 portfolio: does it still work?
This week, is the 60/40 portfolio still useful for investors? When does it work - when doesn’t it work - and what alternatives can do the job if it ca...
Market news today - The TACO Trade
This week in the markets: buying the dips pays off thanks to the so-called TACO trade; but the bond yield ceiling remains in place; investors look be...
Premium Bonds: should you ever buy them?
This week, Premium Bonds are the most popular saving product in the UK - but should they be? How do they work, and do they represent a sensible home f...
Market news today - Bonds remain in focus
This week in the markets: all eyes on bonds on both sides of the Atlantic; tariff wars are back in focus as Trump plays hard ball with Europe then bac...
Avoiding the cliff edge - the secret to a richer (and happier) retirement?
This week - could the secret to a happier - and a more financially secure - retirement be to work longer? That might be a horrifying thought to some,...