The Personal Investor

 Fidelity's Tom Stevenson reviews the stories moving markets.

In the markets this week: shares retreat on geo-political tensions and interest rate fears; and earnings season gets into full swing with the Magnificent Seven in focus.

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This week, we’re taking the temperature of markets after a weekend of worrying geopolitical news. How will the tension in the Middle East affect economies - and what can or should investors do to mitigate geopolitical risk?

And then - our semi-regular check in on Premium Bonds - what is the case for them now?

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.

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.

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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.

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.

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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.

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.

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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.

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.

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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.

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.

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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.

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.

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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.

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.

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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.

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?

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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.

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.

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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.

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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.

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?

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This week - when should you sell an investment? So much of our energy as investors is focussed on what, and when, to buy - but knowing when, and when not, to sell is just as important.

That’s our focus today - as well as rounding up the state of markets three weeks onto a new year.

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.

Fidelity’s Tom Stevenson reviews the stories moving markets.

This week in the markets: the S&P 500 reaches a new all-time high but without conviction as investors question whether the 2023 Santa Rally went too far too fast.

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This week - how can investors work the dominance of the Magnificent 7 giants to their advantage? Those remarkable tech companies at the top of the US stock market have driven the bulk of returns and were a saving grace for investors last year.

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.

Fidelity’s Tom Stevenson reviews the stories moving markets.

In this week’s market update: Airstrikes on Houthi rebels in Yemen re-ignite inflation fears; bitcoin joins the investment mainstream; and the US election kicks off in Iowa.

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This week, it’s a Quarterly Investment Outlook special where we put your questions to the Outlook’s author Tom Stevenson.

And as 2024 gets underway, the questions this time reflect the delicate moment that markets find themselves in - some hope that the recovery can continue but some fear as well that the next set-back is around the corner.

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.

Fidelity’s Tom Stevenson reviews the stories moving markets.

In this week’s market update: the Santa rally turns into a New Year hangover but the focus remains the same: investors are obsessed with the direction of interest rates.

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This week, to welcome in a new year we’ll be giving you eight ways to fix your finances - not just for 2024 but forever. Well, almost.

From clearing debt, to making wills and saving too, there’s bound to be something you can do today to lock in financial benefits for the future. 

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.

This week, it is our last pod of 2023 and we have a fantastic guest to round off the year.

Claer Barratt is not only the trusted consumer editor of the Financial Times - she’s also a weekly guest of daytime telly queen Lorraine Kelly on ITV, a regular contributor to the BBC, and much else besides. In other words - Claer is one of the most trusted voices on money issues in the UK today and we’re delighted to welcome her to the pod.

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.

Fidelity’s Tom Stevenson reviews the stories moving markets.

In this week’s market update: Santa Powell fires up a year-end rally as investors welcome the Fed’s nod to rate cuts in 2024.

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Fidelity’s Tom Stevenson reviews the stories moving markets.

In this week’s market update: as investors wind down to the holiday season, all eyes are on the final central bank meetings of 2023.

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This week - what are the various paths that markets could take next year - and what would each mean for investors?

We’ll attempt this week to put some numbers on the chances of each scenario happening - just don’t call it a prediction.

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.

Fidelity’s Tom Stevenson reviews the stories moving markets.

In this week’s market update: shares and bonds close out a bumper November as investors focus on an earlier than expected cut in interest rates next year.

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Today on the show - as it turns 40 years old, what role should the FTSE 100 play for investors? How has the Footsie changed over the years and what does it say about UK plc?

That’s our focus today - as well as some chat about a jump in the price of gold. 

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.

Fidelity’s Tom Stevenson reviews the stories moving markets.

In this week’s market update: investors start to look ahead into 2024 with many questions about the future direction of the market as yet unanswered.

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This week - we’re reacting to the Autumn Statement, including a big giveaway to workers, some new incentives for business - but some grim news on growth as well.

Is any of it enough to shift momentum in the economy - or in the polling ahead of an election next year?

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.

Fidelity’s Tom Stevenson reviews the stories moving markets.

In this week’s market update: the Autumn statement is the main focus on this side of the Atlantic, while the US prepares for a short Thanksgiving Week.

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This week, have we just seen a genuinely game-changing moment in the recovery for economies - and investments?

Inflation has taken a tumble on both sides of the Atlantic. Markets, which had been hopeful that rates have peaked - now seem sure that they have.

What does it all mean for your finances? 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.

Fidelity’s Tom Stevenson reviews the stories moving markets.

In this week’s market update: inflation is the main focus with price rises forecast to fall back on both sides of the Atlantic; earnings season draws to a positive close; and, here in the UK, attention turns to next week’s Autumn statement.

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This week we’re tackling the big questions before the highly anticipated Autumn Statement on 22 November. Who better to tell us what to expect than our very own Tom Stevenson. Here’s what he has to say.

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Fidelity’s Tom Stevenson reviews the stories moving markets.

In this week’s market update: hopes that rates have peaked trigger a big market rebound; but attention shifts to whether we are heading into a re-run of the inflationary 1970s.

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This week - we’re rounding up the big news affecting markets this week with interest rate decisions due on both sides of the Atlantic, big movements for gold and an update from the world’s most famous investor.

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.

Fidelity’s Tom Stevenson reviews the stories moving markets.

In this week’s market update: stock markets continue to readjust to the new higher for longer environment; and it’s a big week for central banks.

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Fidelity’s Ed Monk reviews the stories moving markets.

In this week’s update: Markets start the week in a nervy mood; bonds yields rise again on gloomy Fed comments; and big tech limbers up for a big earnings week.

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This week - they are the go-to way to invest tax-efficiently, but there are calls for the government to overhaul the ISA system.

What could be on the agenda when the Chancellor announces his financial plans next month? 

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.

Fidelity’s Tom Stevenson reviews the stories moving markets.

In this week’s update: one year on from 2022’s bear market low, where next for shares? And a focus on rotations: how long can the Magnificent Seven dominate the market and when will we see a shift from growth to value and the US to the rest of the world?

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This week, it’s a Quarterly Investment Outlook special where we put your questions to the Outlook’s author Tom Stevenson.

Recession, cash and hope for a recovery in markets all featured high in the thoughts of Fidelity investors - 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.

This week, what financial wisdom would you pass on to the next generation? What lessons, as a seasoned investor, do you wish you’d known when you were starting 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.

 Fidelity’s Tom Stevenson reviews the stories moving markets.

In this week’s market update: shares suffer their worst quarterly fall in more than a year; the World Bank warns on prospects for China; and is it time to invest in bonds?

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 Fidelity’s Tom Stevenson reviews the stories moving markets.

In this week’s market update: shares fall for a third week in a row as the Fed signals higher for longer rates; the pound falls back again as UK rates go on hold; meanwhile this week’s focus is European inflation and US and UK growth data.

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Fidelity’s Emma-Lou Montgomery reviews the stories moving markets.

In this week’s market update: much of the focus will be on interest rates with the UK and the US central banks about to announce their latest decisions. UK house prices will be under scrutiny again and so will the UK retail sector as a handful of major retailers report.

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This week, what was the best year to retire - in recent history at least? We’ve been putting a lot of thought into that question - and into finding out why timing matters  when it comes to turning your savings into an income in retirement.

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.

Fidelity’s Tom Stevenson reviews the stories moving markets.

In this week’s market update: markets pause for breath ahead of the traditionally nervous September/October period; US inflation and European interest rates are the main focus; and China casts a lengthening shadow.

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This week, what do falling house prices mean, not only for buyers and sellers, but for the economy and for those investing in property?

Why do we have such an attachment to bricks and mortar and could decades of property price growth finally be coming to an end?

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.

Fidelity’s Tom Stevenson reviews the stories moving markets.

In this week’s update: markets cheer the growing likelihood of a soft-landing next year in the US; the UK performed better through Covid than previously thought; and Beijing ramps up stimulus as investors turn their back on China.

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This week, investors cannot have failed to notice that the burgeoning stock market rally that was going along quite nicely this year has come to a halt.

Why is that, and will the pause in progress last? 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.

Fidelity’s Tom Stevenson reviews the stories moving markets.

In this week’s market update: investors assess Powell’s Jackson Hole message; China tries to rebuild confidence as post-Covid slump continues; and inflation finally starts to fall back in the UK.

See omnystudio.com/listener for privacy information.

This week, we’re talking tax and in particular those taxes that affect wealth built up over many decades - both Inheritance Tax and Capital Gains Tax are high on the list of concerns of long-term investors - but which should worry them more?

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.

Fidelity’s Tom Stevenson reviews the stories moving markets.

 In this week’s update: all eyes are on the Jackson Hole summit in one of the quietest weeks of the year in markets; pressure rises on Beijing to stimulate China’s slowing economy; meanwhile the summer correction continues in equity markets.

See omnystudio.com/listener for privacy information.

Fidelity’s Emma-Lou Montgomery reviews the stories moving markets.

In this week’s update: market watchers keep a close eye on Wednesday's UK inflation data, while over in the US the Federal Reserve releases the minutes from its July meeting.

See omnystudio.com/listener for privacy information.

This week, can we now say that we are back in a bull market - and if we can - why have many ordinary investors missed out on it?

Stock markets are well on their way to recovering all of the painful losses of 2022 - so why have so many of us spent the year so far effectively on the sidelines?

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.

Fidelity’s Tom Stevenson reviews the stories moving markets.

In this week’s market update: equities pause as investors weigh up rising bond yields and still falling earnings; and commodities rise as the war in Ukraine intensifies.

See omnystudio.com/listener for privacy information.

This week, are contrarians about to enjoy a long-awaited day in the sun? Value investors have been betting on some big trends in markets going into reverse but they have been made to wait for a pay-off - is that about to change?

Plus, we’ll look forward to an update on interest rates this week.

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.

Fidelity’s Tom Stevenson reviews the stories moving markets.

In this week’s update: markets notch up a third week of gains on hopes for lower inflation and an interest rate peak; so far so good for earnings season; and Japan begins a historic shift in monetary policy.

See omnystudio.com/listener for privacy information.

This week, how should turning 60 change how you invest? Our very own Tom Stevenson is closing in on that milestone and has some wisdom to pass on. 

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.

If you enjoy the show please rate us, share us or leave a comment wherever you get your podcasts.

See omnystudio.com/listener for privacy information.

Fidelity’s Tom Stevenson reviews the stories moving markets.

In this week’s market update: the floodgates open on earnings season; a big week for interest rate announcements; and the UK starts to play catch up.

See omnystudio.com/listener for privacy information.

This week, we’re looking at two of the big influences on share prices right now - the macro environment of inflation and rates, and the micro influence of the actual money being made at companies.

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.

If you enjoy the show please rate us, share us or leave a comment wherever you get your podcasts.

See omnystudio.com/listener for privacy information.

Fidelity’s Tom Stevenson reviews the stories moving markets.

In this week’s market update: the investment glass remains half full as lower inflation and, so far, good earnings reports suggest the bull market could have further to go.

See omnystudio.com/listener for privacy information.

This week, it’s a quarterly Investment Outlook special where we put your questions to the Outlook’s author Tom Stevenson.

Questions this time were dominated by themes of inflation, interest rates and their knock on effects to portfolios.

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.

If you enjoy the show please rate us, share us or leave a comment wherever you get your podcasts.

See omnystudio.com/listener for privacy information.

Fidelity’s Tom Stevenson reviews the stories moving markets.

In this week’s market update: All eyes on earnings season as stocks and bonds part company.

See omnystudio.com/listener for privacy information.

This week, how are markets - and investors - doing at the half-way point of 2023? In all sorts of ways, expectations have been defied this year - why is that, and what comes next?

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.

If you enjoy the show please rate us, share us or leave a comment wherever you get your podcasts.

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Fidelity’s Emma-Lou Montgomery reviews the stories moving markets.

In this week’s market update: all eyes on the latest US jobs data and earnings updates from retailers this side of the Atlantic.

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Fidelity’s Tom Stevenson reviews the stories moving markets.

In this week’s market update: investors shift their focus from equities to bonds as persistent inflation makes the case for higher for longer interest rates.

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This week, can we really have returned to a bull market? By the technical definition of that term, US shares have put last year’s bear market behind them and are back on the front foot - so why doesn’t it feel like 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.

If you enjoy the show please rate us, share us or leave a comment wherever you get your podcasts.

See omnystudio.com/listener for privacy information.

Fidelity’s Tom Stevenson reviews the stories moving markets.

In this week’s market update: the UK is in focus with house prices, inflation and interest rates in the spotlight; more data suggests the US bull market has legs; weak Chinese growth spills over into Europe; and the ongoing 60/40 debate.

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This week, should the rise of AI be a cause for optimism, or fear? That’s a question relevant to economies and societies - but also the stock market as well.

That’s our focus this week, along with the other major news on US interest rates.

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.

If you enjoy the show please rate us, share us or leave a comment wherever you get your podcasts.

See omnystudio.com/listener for privacy information.

Fidelity’s Tom Stevenson reviews the stories moving markets.

In this week’s market update: All eyes are on interest rates this week and next; and, having risen 20% since last October’s low point, investors are asking: are we now in a new bull market?

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This week, we’re taking a look at two assets that are enjoying a bit of a moment after years of being shunned by investors.

Firstly, there’s money market funds - these tortoises of the investing world are suddenly receiving hare-like levels of interest.

And then, we’ll visit Japan, where decades of deflation and stumbling recoveries are - at last - being reversed.

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.

If you enjoy the show please rate us, share us or leave a comment wherever you get your podcasts.

See omnystudio.com/listener for privacy information.

Fidelity’s Emma-Lou Montgomery reviews the stories moving markets.

In this week’s update, is the rally on Wall St enough to calm jitters, despite the ongoing battle with inflation and ever-present recession fears? Will bargain-seeking holidaymakers make this a bumper summer for Wizz Air? And what will become of the CBI?

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This week, a pension at work is the first investing that many of us will ever do - whether we appreciate it at the time or not.

Engaging with the investment choices made inside your pension tends not to be the highest priority when you’re young - but there are very good reasons to do it.

We’ll hear today from Fidelity’s Nafeesa Zaman about how she went about that task in her own 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.

If you enjoy the show please rate us, share us or leave a comment wherever you get your podcasts.

See omnystudio.com/listener for privacy information.

Fidelity’s Ed Monk reviews the stories moving markets.

In this week’s update: US legislators make breakthroughs on debt ceiling talks; attention shifts to the chances of further interest rate hikes; and UK house prices are in focus on a quiet week for companies.

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This week - have we now passed the worst of the inflation crisis that has been squeezing our finances for more than a year?

Price rises in the UK are now slowing down but it’s happening less quickly than in other countries and there are worrying predictions that we will simply have to get used to higher levels of inflation from here on.

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.

If you enjoy the show please rate us, share us or leave a comment wherever you get your podcasts.

See omnystudio.com/listener for privacy information.

Fidelity’s Tom Stevenson reviews the stories moving markets.

In this week’s market update: Japan and Germany break out into uncharted territory - will the US follow suit? And all eyes are on inflation as the year-on-year comparisons improve in the UK.

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This week - Europe has emerged as an unlikely frontrunner among global stocks markets over the past year. Often overlooked in favour of the rock star companies of the US, leading continental companies are now enjoying an extended period of success.

Is now the time for UK investors to reassess Europe?

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.

If you enjoy the show please rate us, share us or leave a comment wherever you get your podcasts.

See omnystudio.com/listener for privacy information.

Fidelity’s Tom Stevenson reviews the stories moving markets.

In this week’s market update: growth is back in focus as signs of a slowing economy mount on both sides of the Atlantic; and what will that mean for investors from here?

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This week - we’re looking back to the big festivities of last weekend. Not the celebration of King Charles in London but, instead, the celebration of King Warren in Omaha.

The latest meeting of shareholders in Berkshire Hathaway has just taken place with attention, as always, on its 91-year-old chairman and CEO Warren Buffett.

What latest words of wisdom did he have for his devotees in Nebraska? That’s the 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.

If you enjoy the show please rate us, share us or leave a comment wherever you get your podcasts.

See omnystudio.com/listener for privacy information.

Fidelity’s Tom Stevenson reviews the stories moving markets.

In this week’s market update: the Bank of England’s interest rate dilemma; the US bumps up against the debt ceiling - again; and earnings season draws to an encouraging close.

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This week - after a period playing catch-up, dividend paying stocks returned to their trusted role of protecting investors’ returns last year.

What are the prospects for dividends now, where can you find them and what does the future hold? Our guest, Ian Mortimer from the Guinness Global Equity Income Fund is here this week to answer those questions.

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.

If you enjoy the show please rate us, share us or leave a comment wherever you get your podcasts.

See omnystudio.com/listener for privacy information.

Fidelity’s Tom Stevenson reviews the stories moving markets.

In this week’s market update: looking under the bonnet of a narrowly focused market rally; looking forward to three big central bank meetings; and earnings season continues at full throttle.

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This week, does buy-to-let still work? Renting out a second property became the shortcut to financial security and - in some cases - great wealth for a generation of Brits. But, ructions in the mortgage and property markets have put all that in question.

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.

If you enjoy the show please rate us, share us or leave a comment wherever you get your podcasts.

See omnystudio.com/listener for privacy information.

Fidelity’s Tom Stevenson reviews the stories moving markets.

In this week’s market update: can economic and earnings growth justify the market’s strong start to the year?

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This week, it’s a Quarterly Investment Outlook special where we put your questions to the Outlook’s author Tom Stevenson.

Questions this time covered a wide range of topics with investors searching for clues for how several key stories in markets will play out. Hopefully we’ve got some answers for them.

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.

If you enjoy the show please rate us, share us or leave a comment wherever you get your podcasts.

See omnystudio.com/listener for privacy information.

Fidelity’s Tom Stevenson reviews the stories moving markets.

In this week’s market update: a big week for data here in the UK but also in China; earnings season gets into full swing with more banks in focus; and where next for the pound?

See omnystudio.com/listener for privacy information.

This week, after a long wait are the fortunes for emerging markets finally looking up?

Despite all the advantages they hold, emerging markets have struggled to beat their mainstream counterparts for years - but is that about to change?

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.

If you enjoy the show please rate us, share us or leave a comment wherever you get your podcasts.

See omnystudio.com/listener for privacy information.

Fidelity’s Tom Stevenson reviews the stories moving markets.

In this week’s market update: earnings season kicks off again; where next for interest rates; and a new face but unchanged policy at the Bank of Japan.

See omnystudio.com/listener for privacy information.

This week, what are your new tax year resolutions? After a difficult past 12 months, many investors will be looking for ways to turn over a new leaf as a new financial year gets under way.

What are we doing differently in the 2023/24 tax year?

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.

If you enjoy the show please rate us, share us or leave a comment wherever you get your podcasts.

See omnystudio.com/listener for privacy information.

Fidelity’s Tom Stevenson reviews the stories moving markets.

In this week’s market update: A strong start to the year despite recent banking concerns; oil surges as OPEC cuts supply; and is it time for emerging markets to shine again?

See omnystudio.com/listener for privacy information.

This week, we are seeing the immediate effects that higher interest rates are having on those companies most exposed to them - the banks chief among them. But what is happening to other assets where the link is less obvious?

Gold and commercial property - both popular among retail investors - have seen big price movements in recent weeks and months - what’s going on?

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.

If you enjoy the show please rate us, share us or leave a comment wherever you get your podcasts.

See omnystudio.com/listener for privacy information.