Charles Stanley Radio

Markets are moving fast in response to US tariffs that standto reconfigure global trade. In our latest podcast, Erica Whyte speaks to Charles Stanley Direct’s Chief Investment Analyst Rob Morgan about their impact, the market fallout, and how investors should think about their portfolios. Recorded 9th April 2025.

Erica Whyte chats to Lisa Caplan and Rob Morgan about how best to manage your budgets over the holiday period.

In this episode, Erica Whyte is joined by Rob Morgan, Spokesperson & Chief Analyst and Lisa Caplan, Director OneStep Financial Planning to discuss the upcoming Budget by Chancellor Rachel Reeves on October 30th 2024. They delve into the various rumours circulating as to what changes there might be to tax and personal finances. Listen to find out more. Investment involves risk

Director of One Step Financial Planning Lisa Caplan and Charles Stanley Direct’s Chief Analyst Rob Morgan digest the recent Spending Review speech from Chancellor Rachel Reeves and considers what it might signal for personal taxes. Meanwhile, the Bank of England has just cut base rate from 5.25% to 5% in reaction to inflation falling. Can we expect more cuts and what does it mean for investors?

The dust has settled on the UK general election and given the wide margin of victory the new Labour government has a broad mandate for change. While the stance on many key economic and business issues is not necessarily worlds apart from the outgoing Conservatives there are some differences in priorities, which could set the stage for some alterations that affect personal finances. Charles Stanley Direct’s Chief Analyst Rob Morgan speaks to Erica Whyte about the market reaction, what we know so far, and what might lie ahead. Investment involves risk

Charles Stanley's Chief Investment Commentator, Garry White and Chief Analyst and Personal Finance Expert, Rob Morgan review the key points following the Autumn Statement. The pair sit down to discuss what was included and was interestingly left out by the Chancellor. Investment involves risk

Your 40s are typically when you start to move into your peak earning years. But although you may be receiving a higher monthly salary, you’re now often responsible for mortgages payments, childcare and education fees, and maybe parental care. On top of these, ensuring your retirement plans are on track start to become more important. So, what are the typical financial priorities for people in their 40s? And how do they balance the needs of today versus tomorrow? To help discuss these topics and more, Erica Whyte is joined by Rob Morgan, Chief Analyst, and Lisa Caplan, Director of OneStep Financial Planning. During their conversation, they cover, how to manage competing priorities, investing versus overpaying mortgages, as well as retirement planning and care. Do you have a question about your finances? Get quick and uncomplicated answers from a qualified financial planner with our new OneStep Financial Coaching service. Book your free 15-min call https://calendly.com/d/2jz-zf7-9br/15-minute-coaching-sesson?month=2023-08 Investment involves risk

As we move from our 20s into our 30’s our lifestyles, priorities, and obligations shift. It certainly doesn’t happen at the same pace for everyone, but its true nonetheless, things do change. But regardless of whether you’re a homeowner or renter, married with 2.5 children or single and partying in Ibiza, your 30s is the time to begin building lasting wealth. So, how do you start to build wealth and what should the financial priorities be for those in their 30s? To help answer these questions and more, Erica Whyte is joined by Rob Morgan, Chief Analyst, and Lisa Caplan, Director of OneStep Financial Planning. During their conversation, they cover, how to take on and manage debt, explain financial creep, consider investing versus overpaying a mortgage, managing your pension, and how things change once you start a family. Do you have a question about your finances? Get quick and uncomplicated answers from a qualified financial planner with our new OneStep Financial Coaching service. Book your free 15-min call at https://calendly.com/d/2jz-zf7-9br/15-minute-coaching-sesson?month=2023-08 Investment involves risk

For many, our 20s are an exciting decade. This period is often full of new experiences and life lessons, such as graduating university, travel, starting a career, moving to a new city, and making new relationships. Amongst the chaos and confusion that is early adulthood, it’s important to remember that your 20s is a key decade when it comes to your finances. So, what do you need to know? And where do you start? To help answer some of these important questions, Erica Whyte is joined by Rob Morgan, Chief Analyst, and Lisa Caplan, Director of OneStep Financial Planning. During the conversation, they cover how to set goals and create good financial habits, explain good and bad debt, the power of compounding, and why you need to be thinking about retirement before you start your first job. Do you have a question about your finances? Get quick and uncomplicated answers from a qualified financial planner with our new OneStep Financial Coaching service. Book your free 15-min call https://calendly.com/d/2jz-zf7-9br/15-minute-coaching-sesson?month=2023-08 Investment involves risk

The world is effectively divided into three blocs. The US bloc of Western democracies, the Chinese-led bloc of authoritarian states – and the emerging world countries that are aligned to neither. Investment involves risk

Catch up with our panel of experts as they looked at the attitudes to wealth planning; helping you understand your own circumstances and challenges or, those of the next generation that you are looking to pass your wealth down to. Find out more here: The role of advice for the next generation | Charles Stanley (charles-stanley.co.uk) Investment involves risk

Inflation may be falling, but 2023 looks set to be another difficult year for the British economy. How can you take back control of your finances? And what is the best way to protect your wealth and preserve it for the next generation? Listen to this engaging discussion to help you be more informed. Investment involves risk

In our latest episode of Charles Stanley Radio, Chief Investment Commentator, Garry White and Chief Global Strategist, look at the gloomy economic forecasts released by the International Monetary Fund and look at what the US Federal Reserve can do next amid worries over financial stability following the collapse of weak US regional banks such as Silicon Valley Bank.  Investment involves risk.

In Chancellor Jeremy Hunt’s Spring Budget, he painted a brighter picture of the UK economy than recent forecasts have showed. The economic outlook, energy subsidies and childcare support all received attention. It also contained some radical changes to pensions which could mean a reassessment of financial planning for many. Join Garry White, our Chief Investment Commentator and Personal Finance Expert Rob Morgan in this podcast as they discuss their initial reactions to today's news. To discover more financial insights from Charles Stanley visit: https://www.charles-stanley.co.uk/insights Investment involves risk

In our latest episode of Charles Stanley Radio, Chief Investment Commentator, Garry White and Chief Global Strategist, John Redwood discuss how the focus on Ukraine sharpens around the one-year anniversary of Russia’s invasion of its neighbour and look at the complex geopolitical situation around this human tragedy. To discover more financial insights from Charles Stanley visit: https://www.charles-stanley.co.uk/insights Investment involves risk

In our latest episode of Charles Stanley Radio, Chief Investment Commentator, Garry White and Chief Global Strategist, John Redwood discuss What returns should investors expect in the new investment landscape and a look at the nuances in the active/passive debate. To discover more financial insights from Charles Stanley visit: https://www.charles-stanley.co.uk/insights Investment involves risk

In our latest episode of Charles Stanley Radio, Chief Investment Commentator, Garry White and Chief Global Strategist, John Redwood discuss prospects for 2023. To discover more financial insights from Charles Stanley visit: https://www.charles-stanley.co.uk/insights Investment involves risk

Covid in China, war in Ukraine, the UK's political drama, bond market trouble, escalating energy prices, the cost of living crisis, and skyrocketing inflation - 2022 certainly had its challenges. With the year coming to a close, Erica Whyte and Rob Morgan sat down with Investment Director, Graham Austin to reflect on 2022 and the impact that the major events from the year had on personal finance and investors. The trio also look forward, providing their predictions as to what 2023 may have in store. To learn more about our 2023 Market Outlook webinar on the 12th January, visit our events page. Investment involves risk

With the dust now settled on Chancellor Jeremey Hunt's Autumn Statement. Erica sits down with Senior Analyst, Rob Morgan and OneStep Financial Planning Director, Lisa Caplan to get their impressions on the announcement as well as what the impact will be on pensions and personal tax. To learn more about which tax changes affect you, read Rob's latest article. Investment involves risk

A significant challenge for China's President Xi Jinping after protests against Beijing's anti-Covid policy mounted. Also, central banks are about to report a wave of losses and if so, who pays? Chief Investment Commentator, Garry White and Chief Global Strategist, John Redwood discuss this and more in our latest podcast on Charles Stanley Radio. To discover more financial insights from Charles Stanley visit: https://www.charles-stanley.co.uk/insights Investment involves risk