Explorez tous les épisodes du podcast The Personal Investor

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.

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 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.

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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 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 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.

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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 podcast helps shine a light on the latest market developments for the savvy UK investor.

See omnystudio.com/listener for privacy information.

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.

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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 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 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.

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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.

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.

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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 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 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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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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.

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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.

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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.

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.

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.

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.

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.

This week in the markets: the power of diversification as the Trump Bump morphs into a Trump Slump; and US inflation shows the way for the American economy

Fidelity’s Tom Stevenson reviews the stories moving markets.

See omnystudio.com/listener for privacy information.

This week - why do so many investors want to be contrarians, and why do so many of us fail at it?

What does it take to really stand apart from the crowd - when does it work, when doesn’t it work - and what are the great contrarian plays right now?

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.

This week in the markets: the US market attempts to turn the tide after a disappointing February, the UK finds itself in a sweet-spot as defence stocks shine and China updates on growth.

Fidelity’s Ed Monk reviews the stories moving markets.

See omnystudio.com/listener for privacy information.

This week, how to navigate a world in which the balance of geopolitical power appears to be shifting.

Elections in Germany, more talk of US trade tariffs and a revival in China have given investors much to digest and we’ll be discussing that.

And then - what changes when you move from saving into investments to withdrawing from them? We’ll tackle the psychological challenge of using your investments to provide a livelihood.

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.

This week in the markets: Germany steps uncertainly into a new era of independence for Europe; the Ukraine war enters its fourth, and perhaps final, year; and markets continue to rotate out of the US into Europe and China.

Fidelity’s Tom Stevenson reviews the stories moving markets.

See omnystudio.com/listener for privacy information.

This week, how can you best divide your money between cash and investments? When does it make sense to make use of one or the other - and what would proposed changes to the rules for Cash ISAs mean for your money?

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.

This week in the markets: the changing shape of the Trump trade; and all eyes this week on inflation and growth.

Fidelity’s Tom Stevenson reviews the stories moving markets.

See omnystudio.com/listener for privacy information.

This week, if you had to choose an investment to buy now and not touch for the next ten years - what would it be? 

That’s the challenge our very own Tom Stevenson set himself recently and he’s here to tell us his findings - and the ten investments he’ll be holding for the next decade.

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.

This week in the markets: another week, another tariff; inflation and growth in focus this week; but investors hang onto risk assets despite the uncertainty.

Fidelity’s Tom Stevenson reviews the stories moving markets.

See omnystudio.com/listener for privacy information.

This week, markets are emerging from the first salvo in Donald Trump’s promised trade war. Canada, Mexico and China - the three biggest trade partners to America - were the first nations in the President’s crosshairs - even if some of them have been given a reprieve, for now.

Are Trump’s trade wars for real, or just a bargaining tactic? Who’s the next target - and how much should it all worry investors?

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: Markets shaken by the start of Trump’s trade war.

See omnystudio.com/listener for privacy information.

This week, how has the emergence of a single Chinese app managed to wipe billions off the value of the biggest companies in the US stock market?

That’s what happened over the past 24 hours following the emergence of the AI app DeepSeek. Is the disruption it threatens real, and what happens next in a US market so reliant on the promise of profits from AI offered by its leading names?

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.

Fidelity’s Tom Stevenson reviews the stories moving markets.

This week in the markets: President Trump’s first week sent shares to new highs; but worries about an inflating stock market bubble, alongside a left-field shock from China’s AI sector, has seen the market hit the buffers.

See omnystudio.com/listener for privacy information.

This week, we’re looking at two important world events – one from today and one from five years ago. First – how could we ignore him - is Trump, and the early signs from his second term as President of the United States.

Then we’ll look back on five years since the first human-to-human transmission of Covid-19. What are the lessons for investors of the pandemic?

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.

Fidelity’s Tom Stevenson reviews the stories moving markets.

This week in the markets: markets focus on Trump’s return to the White House; earnings season gets into full swing; and gilts bounce back on weak UK data.

See omnystudio.com/listener for privacy information.

This week, how much do our habits around money tell us about our psychology, our emotions, and our happiness?

It might be more than you think and to tell us why, we’re very pleased to be joined this week by Vicky Reynal - a psychotherapist who specialises in financial behaviour. It’s a fascinating conversation.

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.

Fidelity’s Tom Stevenson reviews the stories moving markets.

This week in the markets: interest rate fears and high valuations cloud the equity outlook.

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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 suggested investors are in an upbeat mood as 2025 gets underway. Many are seeking new investment opportunities after banking gains last year, while other topics included nervousness about a second Trump term and upcoming changes to pensions.

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: with the consensus uniformly bullish, can markets deliver a third consecutive year of gains?

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This week - it’s our last podcast of the year and we are in reflective mood. We’ll be looking back at the year just gone and looking forward to the year to come, running through a few of the lessons that 2024 has held for investors.

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: 2024 ends with a bang - will 2025 be a third year of gains or the end of the party; and the final week before Christmas clears the decks with inflation and growth data and the last interest rate decisions of the year.

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Fidelity’s Ed Monk reviews the stories moving markets.

In the markets this week: Oil and gold react to Syria and South Korea unrest, but US market hopes grow for 2025

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