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The Personal Investor

Markets and Investing

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 take on the latest 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. “Excellent market insights” ★★★★★ “Clear analysis” ★★★★★ Please remember that the value of investments, and the income from them, can go down as well as up, so you may get back less than you invest. The views expressed may no longer be current and may have already been acted upon and is not a personal recommendation for any particular investment. If you are unsure about the suitability of an investment you should speak to an authorised financial adviser.

Location:

United Kingdom

Description:

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 take on the latest 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. “Excellent market insights” ★★★★★ “Clear analysis” ★★★★★ Please remember that the value of investments, and the income from them, can go down as well as up, so you may get back less than you invest. The views expressed may no longer be current and may have already been acted upon and is not a personal recommendation for any particular investment. If you are unsure about the suitability of an investment you should speak to an authorised financial adviser.

Language:

English


Episodes

Market news today - investors stay calm despite rising tension

4/16/2024
Fidelity's Tom Stevenson reviews the stories moving markets. This week in the markets: shares remain stable in the face of escalating geo-political concerns; the dollar rises as rate cuts are taken off the table; and investors prepare for first quarter earnings season. See omnystudio.com/listener for privacy information.

Duration:00:10:48

Investment Outlook special: what you’re asking us

4/11/2024
This week, it’s a quarterly Investment Outlook special where we put your questions to the Outlook’s author Tom Stevenson. The questions this time focused on the sustainability of recent market gains, the impact of elections on either side of the Atlantic, the best source of income and much else besides. Host, Ed Monk, and his occasional guests 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.

Duration:00:39:10

Market news today - UK shares return with a spring in their step

4/2/2024
Fidelity's Ed Monk reviews the stories moving markets. This week in the markets: UK shares return from the Easter holidays with a spring in their step with oil and gold on the rise; the US ebbs back on rate fears and markets await new inflation and jobs news. See omnystudio.com/listener for privacy information.

Duration:00:05:21

Is this the top of the market? | ISA vs SIPP

3/27/2024
Today on the show, markets are hitting new highs around the world - what fear should that hold for investors? Well look at what history tells us about investing near the top of the market. And then - with the end of the financial year in view - we’ll take a mathematical look at that vital question - ISA or pension? Host, Ed Monk, and his occasional guests 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.

Duration:00:24:56

Market news today - rate cut hopes keep the bull running

3/25/2024
Fidelity's Tom Stevenson reviews the stories moving markets. This week in the markets: shares enjoy the best week in months as central banks signal interest rate cuts; the UK starts to attract bargain hunters; and corporate bonds are in favour as investors seek to lock in higher rates. See omnystudio.com/listener for privacy information.

Duration:00:10:17

Can UK shares catch up?

3/20/2024
This week, what explains the UK stock market’s pedestrian performance versus its peers over the last two decades - and is there a case that it can, finally, catch up? Host, Ed Monk, and his occasional guests 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.

Duration:00:16:52

Market news today - all eyes on interest rates

3/18/2024
Fidelity's Tom Stevenson reviews the stories moving markets. This week in the markets: all eyes on interest rates as central banks meet on either side of the Atlantic and in Japan. See omnystudio.com/listener for privacy information.

Duration:00:10:04

Hedging your bets on US tech

3/12/2024
This week, where can investors look as markets get ever-more concentrated? The dominance of the US stock market - and a small group of companies within that market - means plenty are wondering how to hedge their bets. Fascinating new analysis offers some answers, and that’s our focus today. Host, Ed Monk, and his occasional guests 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.

Duration:00:21:00

Market news today - the rally in shares finally broadens out

3/11/2024
Fidelity's Tom Stevenson reviews the stories moving markets. In the markets this week: the rally finally broadens out; bitcoin and gold both hit new records; and the pound rises as UK starts to look safe and boring. See omnystudio.com/listener for privacy information.

Duration:00:09:36

Budget 2024: What the NI cut means for the future of tax

3/7/2024
Today on the show we’re reacting to the Budget - potentially the last set-piece financial statement from the Government before a General Election. There were eye-catching measures on National Insurance and a new UK ISA for investors to get excited about - but will it be enough to move the dial politically. Host, Ed Monk, and his occasional guests 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.

Duration:00:29:09

Market news today - markets close out a positive February

3/4/2024
This week, Fidelity's Tom Stevenson reviews the stories moving markets. In the markets this week: markets edge further into record territory; the focus shifts from interest rates to earnings; while here in the UK, all eyes are on the Spring Budget. See omnystudio.com/listener for privacy information.

Duration:00:11:35

Are we in a stock market bubble?

2/27/2024
This week, the start of the year has been strong for stock markets - but has it been too strong? Some are beginning to ask whether the extreme gains made at the top of global markets is - in fact - the sign of a ‘melt up’ in share prices - the last leg before the bubble bursts. Are they right? Host, Ed Monk, and his occasional guests 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.

Duration:00:21:51

Market news today - the bull market goes global

2/26/2024
This week, Fidelity's Tom Stevenson reviews the stories moving markets. In the market this week: bullish sentiment spreads around the world on the back of Nvidia’s blockbuster results announcement; earnings are heading in the right direction; and global house prices bounce back. See omnystudio.com/listener for privacy information.

Duration:00:10:43

Do investors need to worry about recession?

2/20/2024
This week, how worried should investors be that the UK has now fallen into recession? How have markets typically behaved when the economy starts to shrink and what can investors do to ride it out? Host, Ed Monk, and his occasional guests 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.

Duration:00:16:13

Market news today - hearing the echoes of 1999

2/19/2024
Fidelity’s Tom Stevenson reviews the stories moving markets. In the markets this week: are we re-running the dot.com bubble; how are investors playing the China rout; and how have investors revised their interest rate expectations? See omnystudio.com/listener for privacy information.

Duration:00:09:35

£43,100 for a comfy retirement? And will you wait until 71 for your State Pension?

2/14/2024
This week, how much do you need to give yourself a comfortable retirement, and will you need to work into your 70s to get it? There have been important contributions to the debate on the future of retirement in the past week and they are our focus today. Host, Ed Monk, and his occasional guests 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.

Duration:00:22:05

Market news today - keep your eye on the data

2/12/2024
This week, Fidelity's Emma-Lou Montgomery reviews the stories moving markets. In this week’s market update: Will UK and US data gives us an update on when we can expect interest rates to start falling in the UK and the US. A trio of speeches by central bankers, including the Bank of England’s Andrew Bailey will be closely watched. And keep an eye out for updates from the UK’s utilities companies, the European banks and US consumer goods manufacturers. See omnystudio.com/listener for privacy information.

Duration:00:06:53

Market news today - tech surges despite rate fears

2/5/2024
Fidelity’s Tom Stevenson reviews the stories moving markets. In this week’s market update: Jerome Powell pours cold water on optimistic interest rate hopes; tech stocks surge on the back of strong results; and China polarises the bulls and bears. See omnystudio.com/listener for privacy information.

Duration:00:10:21

What markets want on rates & is now the time to buy China?

1/30/2024
This week, we’re splitting our attention between two stories from this week - first, the latest round of rate-setting meetings on both sides of the Atlantic. Will the market get what it wants with some dovish words from central bankers? And then we’ll take a look at China, where the stock market has been a disappointment for its backers over the past year - but does now represent a good time to buy? Host, Ed Monk, and his occasional guests 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.

Duration:00:20:03

Market news today - when will the interest rate pivot begin?

1/29/2024
Fidelity’s Tom Stevenson reviews the stories moving markets. In this week’s market update: central banks are back in focus as the Fed and Bank of England unveil rate decisions; earnings season shines the spotlight on the Magnificent Seven; and will the demise of Evergrande mark peak pessimism for the Chinese stock market? See omnystudio.com/listener for privacy information.

Duration:00:10:03