The Personal Investor - podcast cover

The Personal Investor

Fidelity Internationalwww.fidelity.co.uk

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. 

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Episodes

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 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 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...

Jul 16, 202518 min

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 for the rocks? What tax changes affecting investors might be on the way? We attempt to answer all of it. 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 portfolio and make the most of the money markets. Popular...

Jul 10, 202553 min

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, beautiful fiscal boost on the other. Fidelity’s Tom Stevenson reviews the stories moving markets. See omnystudio.com/listener for privacy information.

Jul 07, 20259 min

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’s ‘big, beautiful bill’ and investors await key economic data. Fidelity’s Jemma Slingo reviews the stories moving markets. See omnystudio.com/listener for privacy information.

Jun 30, 20255 min

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 data and struck on some remarkable findings - both good and bad for ‘small caps’ investors. Host Andrew Oxlade is joined by Jemma Slingo and Richard Evans 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 ma...

Jun 25, 202520 min

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 deficits waits in the wings. Fidelity’s Tom Stevenson reviews the stories moving markets. See omnystudio.com/listener for privacy information.

Jun 23, 20259 min

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 numbers to see what difference that makes to returns in the UK and the US and found some quite surprising results. Host Andrew Oxlade and Tom Stevenson 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....

Jun 18, 202519 min

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 central banks announce interest rate decisions. Fidelity’s Tom Stevenson reviews the stories moving markets. See omnystudio.com/listener for privacy information.

Jun 16, 20259 min

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 investors are increasingly willing to look further afield for their returns - but should they? 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 jar...

Jun 11, 202521 min

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 trouble in the bond market and the UK Government reviews spending. Fidelity’s Ed Monk reviews the stories moving markets. See omnystudio.com/listener for privacy information.

Jun 09, 20256 min

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 can’t? 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 podcas...

Jun 04, 202521 min

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 beyond US supremacy; and will value have its moment in the sun? Fidelity’s Tom Stevenson reviews the stories moving markets. See omnystudio.com/listener for privacy information.

Jun 02, 202510 min

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 for your money? 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 perspec...

May 28, 202517 min

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 backs down; and equities are squeezed by rising bond yields, high valuations and moderating earnings growth. Fidelity’s Tom Stevenson reviews the stories moving markets. See omnystudio.com/listener for privacy information.

May 27, 20259 min

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, 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 m...

May 21, 202520 min

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

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.

May 19, 20256 min

Passive investing - are we all doing it wrong?

This week, 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 a...

May 14, 202525 min

Market news today - China and US sign temporary trade truce

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.

May 12, 202510 min

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

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...

May 07, 202520 min

Market news today - shares regain ‘liberation’ losses

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.

May 06, 202510 min

Is this why you should never invest in gold?

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. Po...

Apr 30, 202524 min

Market news today - markets in limbo

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.

Apr 28, 202511 min

Market news today - gold hits another new high

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.

Apr 22, 202510 min

What does Warren Buffett do when markets fall

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 approa...

Apr 16, 202524 min

Market news today - investors breathe again after a wild ride

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.

Apr 14, 20259 min

Tariff tantrum! Investor questions answered

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 f...

Apr 09, 202550 min

Market news today - reset for recession

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.

Apr 07, 20257 min

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

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....

Apr 01, 202528 min
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