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Today on the show, if you know anything about inheritance tax, it’s probably that you can give your money away and, as long as you survive 7 years there’s no tax to pay. But do you really understand the 7-year rule for IHT? That’s the focus today. Host Ed Monk is joined by Marianna Hunt 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 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 bull market grinds higher; China picks up the leadership baton; and gold hits another new high. Fidelity’s Tom Stevenson reviews the stories moving markets.See omnystudio.com/listener for privacy information.
This week, are there parallels between today’s record-breaking stock market and another bull market from the past — one that ended in a devastating crash? That’s the focus today. If you enjoy the show, please rate us, share us, or leave a comment wherever you get your podcasts. 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 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 global bull market pushes higher as US monetary policy eases and investors ‘keep dancing’. Fidelity’s Tom Stevenson reviews the stories moving markets.See omnystudio.com/listener for privacy information.
This week, after a decade or more in the wilderness, annuities are back on the agenda for those looking for retirement income. Why is that, and how can you make the maximum use of the vastly improved rates for annuities? Host Ed Monk is joined by Marianna Hunt 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 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 Fed gets ready for the year’s first US interest rate cut; Asian stocks lead a global bull market; IPOs bounce back in America; but inflation and government borrowing are the focus in Europe. Fidelity’s Tom Stevenson reviews the stories moving markets.See omnystudio.com/listener for privacy information.
This week - what is rumbling in the bond market? Why have the prices of some government bonds been falling? What does it mean politically here in the UK and the US? What does it mean for stock markets and why does one group of individuals stand to gain from 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 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 shrug off political turmoil as they gear up for a possible final fling at the end of a long bull market. Fidelity’s Tom Stevenson reviews the stories moving markets.See omnystudio.com/listener for privacy information.
This week, how would you cope if you lived to 100 years of age? More and more of us are reaching that milestone - and the odds of you reaching it may not be as long as you think. What does it mean for society, for public finances and for your personal finances too? Host Ed Monk is joined by Marianna Hunt 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 a light on the latest market developments for the savvy UK investor.See omnystudio.com/listener for privacy information.
This week in the markets: It’s back to school after a summer in which once again it paid to ignore the traditional advice to Sell in May; but concerns are mounting about Trump’s ongoing assault on US financial institutions; while here in the UK the return of parliament focuses attention on a difficult upcoming Budget. Fidelity’s Tom Stevenson reviews the stories moving markets.See omnystudio.com/listener for privacy information.
This week - it is said that bull markets don’t die of old age, they are killed off - but who could the likely culprits be? Will persistent inflation - and rates that stay higher for longer - finally catch up with markets? Will faith in AI finally begin to run out? 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 a light on the latest market developments for the savvy UK investor.See omnystudio.com/listener for privacy information.
This week in the markets: Fed independence and tech results vie for investors’ attention; gold miners reap the benefit of a hike in the precious metal; and bond investors continue to test the UK government.See omnystudio.com/listener for privacy information.
This week - is it too late to buy those Magnificent 7 companies? They have driven returns for years now and are again making the running in 2025 - but why are some experts warning they represent a risk to your portfolio? Host Ed Monk is joined by Jemma Slingo 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 a light on the latest market developments for the savvy UK investor.See omnystudio.com/listener for privacy information.
This week in markets: corporate earnings season is drawing to a close, but we have a busy week of economic news ahead Fidelity’s Jemma Slingo reviews the stories moving markets.See omnystudio.com/listener for privacy information.
This week in markets: The Bank of England has lowered interest rates to 4% - but its decision leaves us with more questions than answers. Fidelity’s Jemma Slingo reviews the stories moving markets.See omnystudio.com/listener for privacy information.
This week - the inheritance tax (IHT) net is soon to be cast more widely - will you be caught by it? Why is IHT the subject of such disagreement, how is it changing, and what can families do to reduce their bill? Host Ed Monk is joined by Marianna Hunt 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 a light on the latest market developments for the savvy UK investor.See omnystudio.com/listener for privacy information.
This week in markets: America’s tariff rate will reach its highest level since the second world war when new levies are introduced on Thursday. Fidelity’s Jemma Slingo reviews the stories moving markets.See omnystudio.com/listener for privacy information.
This week - what’s your plan for when inflation strikes and threatens to derail your retirement? What is the risk that rising prices pose for retirement funds and what can you do to cope. 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 a light on the latest market developments for the savvy UK investor.See omnystudio.com/listener for privacy information.
This week in the markets: summertime melt up Fidelity’s Tom Stevenson reviews the stories moving markets. See omnystudio.com/listener for privacy information.
This week, will you be able to rely on the State Pension in the future? How much might it be worth and how much would it cost you to reproduce with your own savings? 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 a light on the latest market developments for the savvy UK investor.See omnystudio.com/listener for privacy information.
This week in the markets: investors take a breather after a dramatic first half year of the new Trump presidency. Fidelity’s Tom Stevenson reviews the stories moving markets.See omnystudio.com/listener for privacy information.
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 a light on the latest market developments for the savvy UK investor.See omnystudio.com/listener for privacy information.
This week in the markets - are investors too complacent? Fidelity’s Tom Stevenson reviews the stories moving markets.See omnystudio.com/listener for privacy information.
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 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: 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.
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.
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 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 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.
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.See omnystudio.com/listener for privacy information.
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.See omnystudio.com/listener for privacy information.
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.See omnystudio.com/listener for privacy information.
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.See omnystudio.com/listener for privacy information.
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.See omnystudio.com/listener for privacy information.
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.See omnystudio.com/listener for privacy information.
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.
This week in the markets: It’s Donald Trump’s Liberation Day and investors are running for cover. Fidelity’s Tom Stevenson reviews the stories moving markets.See omnystudio.com/listener for privacy information.