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

Genres:

Markets and Investing

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

Website:

https://professionals.fidelity.co.uk/about-fidelity/about-fidelity

Episodes

Avoiding the cliff edge - the secret to a richer (and happier) retirement

5/21/2025

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, but there’s growing evidence that working longer would be a fulfilling and necessary option for more and more of us. 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:00:19:56

Market news today - Bond markets take fright again over US borrowing

5/19/2025

This week in the markets: American bond traders signal new alarm over Trump tax cuts and America’s loss of AAA credit rating while investors in Europe await details of the new EU-UK trade deal and Bitcoin soars again. Fidelity’s Ed Monk reviews the stories moving markets. See omnystudio.com/listener for privacy information.

Duration:00:06:24

Passive investing - are we all doing it wrong?

5/14/2025

Today on the show - have we been doing passive investing wrong? Half of us, give or take, now invest our money passively - but is there a better way? We’ll take a look today at alternative ways to track investment markets with your money. 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:00:25:11

Market news today - China and US sign temporary trade truce

5/12/2025

This week in the markets: shares rise on positive China/US trade talks; the rotation out of US assets continues; hard assets return as a portfolio diversifier; and changes are on their way for the UK’s ISA. Fidelity’s Tom Stevenson reviews the stories moving markets. See omnystudio.com/listener for privacy information.

Duration:00:10:01

Interest rates in 2025: why you should care what the Bank of England does

5/7/2025

This week, we’re talking interest rates - with the Bank of England due to cut the cost of borrowing we ask what effect it will have on your finances - and where rates will end in 2025. 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:00:19:51

Market news today - shares regain ‘liberation’ losses

5/6/2025

This week in the markets: shares recover their losses since ‘liberation day’; the oil price tumbles as Saudi Arabia chases market share; interest rates are in focus on both sides of the Atlantic; and a historic moment, as Warren Buffett stands down at Berkshire Hathaway. Fidelity’s Tom Stevenson reviews the stories moving markets. See omnystudio.com/listener for privacy information.

Duration:00:10:19

Is this why you should ever invest in gold?

4/30/2025

This week, why should you invest in gold - and why shouldn’t you invest in gold? The surge in gold prices this year has generated much interest in the precious metal - is it too late for it to add value to your portfolio? And what’s the best way to buy it? 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:00:24:22

Market news today - markets in limbo

4/28/2025

This week in the markets: shares are in limbo, stuck between hopes for a Trump put and worries about a tariff-fuelled slow down. Fidelity’s Tom Stevenson reviews the stories moving markets. See omnystudio.com/listener for privacy information.

Duration:00:11:06

Market news today - gold hits another new high

4/22/2025

This week in the markets: investors seek out haven assets and shun the US. Meanwhile, longer term they assess whether the 16 year bull market may have run its course. Fidelity’s Tom Stevenson reviews the stories moving markets. See omnystudio.com/listener for privacy information.

Duration:00:10:26

What does Warren Buffett do when markets fall

4/16/2025

This week, how will the world’s most famous investor be handling the latest ups and mostly downs in the markets? Today we’re talking Buffett and asking what wisdom he has to pass on to investors when markets are in freefall. 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:00:24:03

Market news today - investors breathe again after a wild ride

4/14/2025

This week in the markets: shares stabilise after a week of extreme volatility; bonds and the dollar signal nervousness about US assets; and gold hits another new high. Fidelity’s Tom Stevenson reviews the stories moving markets. See omnystudio.com/listener for privacy information.

Duration:00:09:04

Tariff tantrum! Investor questions answered

4/9/2025

This week, we’re answering your questions as markets continue to lurch in response to Donald Trump’s trade tariffs. Is the US heading for recession? Is there worse to come and how should portfolios be balanced now? We’ll attempt to answer all of it. 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:00:50:13

Market news today - reset for recession

4/7/2025

This week in the markets: Reset As investors reset expectations from tax cuts and deregulation to trade war, tariffs, inflation and possible recession, Fidelity’s Tom Stevenson reviews the stories moving markets. See omnystudio.com/listener for privacy information.

Duration:00:07:14

World’s cheapest (and most expensive) stock markets revealed

4/1/2025

This week, what are the cheapest stock markets in the world right now? And why is the UK market so lowly valued? 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. See omnystudio.com/listener for privacy information.

Duration:00:27:31

Market news today - Liberation Day?

3/31/2025

This week in the markets: It’s Donald Trump’s Liberation Day and investors are running for cover. Fidelity’s Tom Stevenson reviews the stories moving markets. See omnystudio.com/listener for privacy information.

Duration:00:09:32

Where should I invest? 2025 best-seller fund choices

3/26/2025

This week, with the end of the tax year in sight, and tax-efficient investing allowances for 2024/25 about to close, where are Fidelity investors putting their money? We’re running through the best-selling funds of this year, plus taking in the choices of our millionaire personal investing clients – and there’ll be some choices from Tom as well. 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:00:35:43

Market news today - Investors breathe after correction pauses

3/24/2025

This week in the markets: markets stabilise after a four-week correction; the Rest of the World picks up the baton from America; and Rachel Reeves prepares for a well-flagged Spring Statement. Fidelity’s Tom Stevenson reviews the stories moving markets. See omnystudio.com/listener for privacy information.

Duration:00:10:58

What to do when investments fall

3/19/2025

This week, how do savvy investors handle periods of volatility in markets? Recent weeks have brought some serious turbulence for investors - what should they do and what shouldn’t they do to ensure success in the long run? That’s the focus today, as well as the latest ups and downs in markets. 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:00:19:44

Market news today - the central bank dilemma

3/17/2025

This week in the markets: central banks set interest rates against a challenging policy, trade and economic backdrop; and investors continue to rotate out of the US. Fidelity’s Tom Stevenson reviews the stories moving markets. See omnystudio.com/listener for privacy information.

Duration:00:10:49

What’s left after 10 years of pension income

3/12/2025

This week - if you retired 10 years ago and have been taking income from a pot of investments since then, how much would you have left? That’s a question relevant to thousands more retirees after retirement rules were changed a decade ago to allow many more people to use their savings this way. We’ve crunched the numbers to see what shape their finances would now be in - and the results are revealing. That’s the focus today, as well as the latest ups and downs in markets. 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:00:25:36