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The Personal Investor

Author: Fidelity International

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With its approachable style and no-nonsense views, The Personal Investor is the essential weekly investing podcast for smart investors. Join Ed Monk as he explores investing, financial news, stock markets and economics.


 


With his 360˚ view of the world of investment, Ed provides a well-balanced take on the latest developments together with expert insights to help you grow your capital, manage your investment portfolio and make the most of the money markets.


 


Popular for its jargon-free approach, clear analysis and fresh perspective, The Personal Investor podcast helps shine a light on the latest market developments for the savvy UK investor.


 


“Excellent market insights” ★★★★★


“Clear analysis” ★★★★★


 


Please remember that the value of investments, and the income from them, can go down as well as up, so you may get back less than you invest. The views expressed may no longer be current and may have already been acted upon and is not a personal recommendation for any particular investment. If you are unsure about the suitability of an investment you should speak to an authorised financial adviser. 

736 Episodes
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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.See omnystudio.com/listener for privacy information.
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 2025See omnystudio.com/listener for privacy information.
This week - is Inheritance Tax about to move from being a rich person’s problem to something many more ordinary people have to worry about? Planned changes are expected to significantly widen the net of Inheritance Tax. Will you be affected and where will IHT hit hardest? 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. In the markets this week: reading the scorecard, a month on from the US election; and France briefly pays more to borrow than Greece.See omnystudio.com/listener for privacy information.
3 lessons from the past 25 years and cash returns in 2025 This week, how do you assess the first quarter of the 21st century in investment terms? Luckily Tom Stevenson has had a front row seat for all of it and joins us to answer that question. And then we’ll ask what the future holds for cash savers in 2025. 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: inflation is the main focus ahead of December’s rate-setting meetings; and continuing US leadership is the consensus view as investors settle on their 2025 Outlooks.See omnystudio.com/listener for privacy information.
This week, with the world changing around it, what kind of shape is the UK economy in? The latest updates on growth were disappointing, and there may be more difficult news to come on inflation and interest rates. What does that mean for our finances, the Government’s accounts, and the stock market? 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: investors position themselves for Trump 2.0 nearly two weeks after the Presidential election.See omnystudio.com/listener for privacy information.
This week - did you miss the ‘Trump Trade’? And if you did, and with markets surging all over the place, is FOMO setting in? We're focusing today on the prospects for investing money after Donald Trump’s victory in the US Presidential Election - especially for those who have been sat on the sidelines. Is the Trump bounce over, will it last and what’s the smart place to put your money now? 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: US investors assess the Trump bump; the UK weighs up Rachel Reeves’s Budget; and China stimulus disappoints.See omnystudio.com/listener for privacy information.
This week, we’re reacting - along with the rest of the world - to the Donald Trump victory in the US Presidential Election. Not all the permutations are known - at time of recording at least - but the direction of travel is not in doubt. Four more years of Trump and a powerful mandate to deliver on his agenda. 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: Investors watch nervously as a knife-edge US election approaches; markets settle after Rachel Reeves tax, spend and borrow Budget; central banks are expected to cut rates on both sides of the Atlantic; and highly rated markets in the US and India lose momentum.See omnystudio.com/listener for privacy information.
This week, we are reacting, of course, to the Budget - the first of this Labour government and historically significant in its scale. What are the stories revealed in the numbers that the Chancellor didn’t tell us from the dispatch box this week? And where does it all leave our finances? 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: politics is in the spotlight as the UK prepares for a big tax-raising budget; America heads towards a crucial Presidential election; and Japan punishes the ruling LDP party.See omnystudio.com/listener for privacy information.
Fidelity’s Ed Monk reviews the stories moving markets. This week in the markets: Around a fifth of companies in the S&P 500 are due to report this week, likely testing the market’s six week-long winning streak as gold surges and UK investors brace for incoming tax rises at the Budget next week.See omnystudio.com/listener for privacy information.
This week, we’re celebrating the second anniversary of the stock market bull run. And with share prices breaking new ground seemingly as each week passes, investors will be celebrating too - but can the party last? 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: three big questions for investors: two years into the bull market, is there further to go; three weeks from the US election, does the result matter to investors; and where do interest rates end up.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. The questions this time were dominated by the upcoming Budget in the UK, and what that means for pensions and savings. But not only that - we had questions on the Middle East, the US election, tech and much else besides. 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: the bull run approaches its two-year anniversary; strong employment data curb US interest rate expectations; and earnings season kicks off on Friday.  See omnystudio.com/listener for privacy information.
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