The Personal Investor
Fidelity International 100 episodes Nov 11, 2026
The Personal Investor is a weekly investing podcast hosted by Ed Monk from Fidelity International. It offers a jargon-free, no-nonsense look at investing, financial news, stock markets, and economics. The show provides clear analysis and expert insights to help UK investors manage their portfolios and grow their capital. It is praised for its approachable style and fresh perspective on market developments.
Episodes
Nvidia drama and mid-terms shock - is the AI trade unwinding?
Today on the show - Tom Stevenson is here to hold our hand after a rocky few days in the markets. Is the AI trade over after the US mid-term elections - and will the drama at Nvidia spill over to the wider AI sector? Tom’s here to tell us, and to explain how to add some protections to your portfolio for the period ahead. Ed Monk is joined by Tom Stevenson to provide a well-balanced tak
Market news today - where next for AI?
This week in the markets: markets stabilise after last week’s AI rout, but investors remain on edge about contagion to non-tech sectors; inflation and interest rates are in focus after stronger than expected jobs data; all against a political backdrop turned on its head by last week’s mid-terms. Fidelity’s Tom Stevenson reviews the stories moving markets.See omnystudio.com/listen
ISA revamp! How tax-free saving and investing is changing
Today on the show - Jemma Slingo is here to talk ISAs following a raft of announcements about how the tax-efficient savings account will change in the future. What’s changing, and how can you make the most of a revamped ISA roster. Ed Monk is joined by Jemma Slingo to provide a well-balanced take on the latest financial developments together with expert insights to help you grow
Market news today - correction or rotation?
This week in the markets: correction or rotation? Volatility in the tech sector has so far not translated into a broader based market fall. But it sets up a nervous backdrop to a crucial week in the US as mid-term elections give Americans their first opportunity to pass judgment on Donald Trump’s second term. Fidelity’s Tom Stevenson reviews the stories moving markets.See omnystudio.co
Reaction: How will the Budget 2026 affect your finances?
Today on the show - Tom Stevenson is here to run the rule over the Budget - the annual financial statement from the government that was delivered this week. There’s news on ISAs and tax on income from savings and property - how will the measures announced impact you? Ed Monk is joined by Tom Stevenson to provide a well-balanced take on the latest financial developments together with ex
Does a pension make sense if you pay inheritance tax on it?
Today on the show - Jemma Slingo helps us examine whether pensions are still the best home for your money if you expect that money to be passed on to your children. Upcoming changes mean inheritance tax could be charged on unspent pension money you pass on - we’ve got the numbers to show the impact it will have. Ed Monk is joined by Jemma Slingo to provide a well-balanced take on
Market news today - busy week for nervous investors
This week in the markets: in a very busy week for market watchers, the oil price, inflation, interest rate decisions, a torrent of key earnings announcements and the UK’s autumn Budget will vie for investors’ attention. Fidelity’s Tom Stevenson reviews the stories moving markets.See omnystudio.com/listener for privacy information.
The 6 pillars of an EPIC retirement
Today on the show - we welcome Bec Wilson to the pod. Bec is an author and podcaster who is behind the hugely popular Epic Retirement Club on Facebook. She’s here to share the six principles you need to build your own epic retirement. Ed Monk is joined by Bec Wilson to provide a well-balanced take on the latest financial developments together with expert insights to help you grow your capita
Market news today - earnings season heats up
This week in markets: after a bumpy few days for equities, earnings season could restore investor confidence. Fidelity’s Jemma Slingo reviews the stories moving markets.See omnystudio.com/listener for privacy information.
‘People are getting this wrong’: State Pension under a new ‘Triple Lock’‘People are getting this wrong’: State Pension under a new ‘Triple Lock’
Today on the show - Jemma Slingo is here to walk us through the government’s proposed change to how the State Pension will rise in the future. Is this really still a triple lock? And why are so many misunderstanding the reform? That’s our focus today. Ed Monk is joined by Jemma Slingo to provide a well-balanced take on the latest financial developments together with expert insigh
Market news today - four years and counting
This week in the markets: the equity bull market is four years old this week and, as third quarter earnings season kicks off with high expectations, shares are holding their gains despite the growing pressure of rising bond yields. Fidelity’s Tom Stevenson reviews the stories moving markets.See omnystudio.com/listener for privacy information.
£100k stay-at-home dilemma: should I give up work to raise my child?
Today on the show - Jemma Slingo is with us to answer whether it pays for parents to give up work to raise children - and explain ways to avoid the punishing hit from tax and the withdrawal of benefits that can happen when your pay reaches key cliff-edges. Try the Centre for British Progress childcare calculator here. Ed Monk is joined by Jemma Slingo to provide a well-balanced take on the la
Time for bonds? IHT threat to pensions? What you’re asking us right now
Today on the show - we’re answering your questions with topics ranging from the case for bonds as yields soar to tax on cash ISAs and pensions. Tom Stevenson is here to give the answers. Ed Monk is joined by Tom Stevenson to provide a well-balanced take on the latest financial developments together with expert insights to help you grow your capital, manage your investment portfolio a
Market news today - two way pull
This week in the markets: investors are torn between rising bond yields and booming earnings ahead of a nervous autumn of political uncertainty. Fidelity’s Tom Stevenson reviews the stories moving markets.See omnystudio.com/listener for privacy information.
Yields above 5%? The shares that can still thrive
Today on the show - Tom Stevenson is here to identify the parts of the stock market that can continue to do well despite the threat posed by higher inflation, rates and borrowing costs. You can read his article on this here. Ed Monk is joined by Tom Stevenson to provide a well-balanced take on the latest financial developments together with expert insights to help you grow your capital, manag
Market news today - Budget countdown begins
This week in markets: all eyes on the UK chancellor as the cost of government borrowing continues to rise. Fidelity’s Jemma Slingo reviews the stories moving markets.See omnystudio.com/listener for privacy information.
Does it always make sense to buy a house if you can?
Today on the show - Jemma Slingo is here to answer whether it always makes sense to buy a house. Generations have grown up with rampant house price growth that has rewarded them for borrowing as much as they can to buy a a home as soon as they can - does that equation still hold today? Ed Monk is joined by Jemma Slingo to provide a well-balanced take
"I wish someone had told me this" - Stacey Duguid on mid-life career loss
Today on the show - we welcome writer and campaigner Stacey Duguid to the show to talk about her experience of losing a high-flying career - and income - in her 40s. What are the things she wished she known sooner to navigate a mid-life career setback? Ed Monk is joined by Stacey Duguid to provide a well-balanced take on the latest financial developments together with expert insights to hel
Market news today - market adapt to higher inflation
This week in the markets: investors adapt to persistent inflation as central banks (with one notable exception) tighten together. Fidelity’s Tom Stevenson reviews the stories moving markets.See omnystudio.com/listener for privacy information.
Should I use my pension to pay off my mortgage?
Today on the show - Marianna Hunt is here to answer whether using money from your pension to pay off your mortgage makes sense. We’ve run the numbers to help you decide. Ed Monk is joined by Marianna Hunt to 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 m
Market news today - Fed in focus
This week in the markets: Interest rate decisions dominate the headlines this week as the stock market hovers near all-time highs in the face of a rising cost of capital. Fidelity’s Tom Stevenson reviews the stories moving markets.See omnystudio.com/listener for privacy information.
‘Should I swap shares for bonds or cash?’: 7-point checklist
Today on the show - Tom Stevenson is here to assess the cash for investing in shares when the income you can get from cash and bonds looks so high. Ed Monk is joined by Tom Stevenson to 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 it
‘I’ve changed my mind’: Gold, Bitcoin - or both?
Today on the show - Tom Stevenson is here to talk about the strong recent runs for gold and bitcoin. What’s going on - and has Tom changed his mind on holding the cryptocurrency? Ed Monk is joined by Tom Stevenson to 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 th
Market news today - shares shrug off looming rate hikes
This week in the markets: strong US jobs data shorten the odds on a rate hike this month; shares and bonds tell a different story for now; and the mid-term election race begins in Dallas. Fidelity’s Tom Stevenson reviews the stories moving markets.See omnystudio.com/listener for privacy information.
4% Triple Lock rise And tax on your State Pension
Today on the show - Jemma Slingo is here to talk us through a big potential row that’s brewing over the State Pension. Will the Triple Lock deliver not just a boost to the value of the State Pension - but a headache for the Government as well? Ed Monk is joined by Jemma Slingo to provide a well-balanced take on the latest financial developments together with expert insights to help you
Saving in your 50s: ISA vs. Pension in numbers
Today on the show - Jemma Slingo is here to tell us whether it makes the most sense to save into an ISA or a pension once you enter those key savings years in your 50s. Ed Monk is joined by Jemma Slingo to 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 mak
Market news today - Shares climb a bond market wall of worry
This week in the markets: shares climb the bond market wall of worry as Japanese yields hit a 30 year high and Kevin Warsh turns hawkish at Jackson Hole. Read: Shares climb a bond market wall of worry Fidelity’s Tom Stevenson reviews the stories moving markets.See omnystudio.com/listener for privacy information.
Fixed-rate mortgage or tracker? Where interest rates go next
Today on the show - Tom Stevenson is here to talk about interest rates and why variable, tracker mortgages now look much cheaper than fixed deals. What's going on with interest rates? Ed Monk is joined by Tom Stevenson to 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
Bond markets under stress why are investors worried
Today on the show - Tom Stevenson is here to talk about recent unusual manoeuvres in the currency and bond markets, and what this might tell us about the next possible crisis to hit investors. Tom’s recent article on this topic can be read here. Fidelity’s Tom Stevenson reviews the stories moving markets.See omnystudio.com/listener for privacy information.
Market news today - US hogs headlines in last week of summer break
This week in the markets: the US hogs the headlines in the last week of the holidays, with tariffs, the Iran war, inflation and rising bond yields in focus. Plus, Nvidia’s results shine a late spotlight on the AI boom. And gold and bitcoin return to favour. Read: US in focus as our summer break winds up Fidelity’s Tom Stevenson reviews the stories moving markets.See omnystudio.com
A million in ISAs: what we can learn from our ISA millionaires
Today on the show - Jemma Slingo is here to reveal the secrets of our ISA millionaire investors? How do they invest their money - and what is the secret to their success that the rest of us can emulate? Read Jemma’s article – including the funds and stocks most popular with our ISA millionaires – here. Ed Monk is joined by Jemma Slingo to provide a well-balanced take on the lat
Pensions & IHT: where to take your retirement money from first
Today on the show - Jemma Slingo is here to explain upcoming changes to pensions and Inheritance Tax and why they change the equation on where to take your retirement income from. Read Jemma’s full article on this here.See omnystudio.com/listener for privacy information.
Market news today - Stock markets face inflation test
This week in the markets: investors are riding high as earnings season draws to a close, but there are challenges up ahead. Fidelity’s Jemma Slingo reviews the stories moving markets.See omnystudio.com/listener for privacy information.
Die with zero: why retirees across the world are turning to this radical plan
Today on the show - Marianna Hunt is here to explain why your aim in retirement should be to ‘Die with zero’ - at least if you follow an extreme approach to retirement planning that more and more retirees are turning to. You can read Mariana's article hereSee omnystudio.com/listener for privacy information.
Autumn Budget 2026: what to expect from Andy Burnham’s first Budget
Today on the show - Jemma Slingo is here to walk us through the changes we can expect when the government delivers its Autumn Budget 2026 - now set for 28 October. Plus - the changes we already know about that could matter far more. Ed Monk is joined by Jemma Slingo to provide a well-balanced take on the latest financial developments together with expert insights to help you grow your capital, man
Market news today - stocks hit all-time highs
This week in the markets: Stocks hit record highs after a strong earnings season. Fidelity’s Jemma Slingo reviews the stories moving markets.See omnystudio.com/listener for privacy information.
FTSE 100 hits a new record: this is why investors are turning to the UK
Today on the show - Tom Stevenson is here to talk about a new record level for the FTSE 100. Why is Britain’s stock market enjoying a golden summer while rival markets stumble? And can it continue? Tom’s recent article analysing the UK market can be read here. See omnystudio.com/listener for privacy information.
Can this ‘carry forward’ tax trick supercharge your pension
Today on the show - Jemma Slingo is here to tell us why the final few years before you retire can be amongst the most important for achieving your goals - and how you can use the rules of ‘carry forward’ to give your savings a boost. Read Jemma’s full article on carry forward here. Ed Monk is joined by Jemma Slingo to provide a well-balanced take on the latest financial deve
Market news today - no summer break for nervous investors
This week in the markets: there’s no let up for investors this summer with volatility in tech stocks, oil and currencies, set against a two way pull of rising earnings (good for shares) but also higher bond yields (the opposite). Fidelity’s Tom Stevenson reviews the stories moving markets.See omnystudio.com/listener for privacy information.
How rich are UK retirees? British pensioner wealth compared
Today on the show - Marianna Hunt is here to answer the question - how rich are Britain’s pensioners? We've run the numbers on how the UK compares to European rivals on pensioner wealth and income. The full results of Marianna’s analysis are free to read here. Ed Monk is joined by Marianna Hunt to provide a well-balanced take on the latest financial developments together wit
Pension opt-out: the worst retirement mistake you can make?
Today on the show - Marianna Hunt is here to talk about the temptation to opt-out of pension savings. Can it ever make sense - and who is at most risk if they opt out of retirement saving? Ed Monk is joined by Marianna Hunt to 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
Market news today - Oil reflects the ebb and flow of Gulf tensions
This week in the markets: Oil fluctuates as tensions ebb and flow in the Gulf; markets hold firm despite the Mag 7’s underperformance; all eyes are on interest rates, with decisions due on both sides of the Atlantic; and earnings expectations nudge higher. Fidelity’s Tom Stevenson reviews the stories moving markets.See omnystudio.com/listener for privacy information.
Are index funds the next bubble? The hidden risk of passive investing
Today on the show Tom Stevenson is here to talk about the remarkable power of passive index funds and why some famous investors are beginning to warn their dominance holds threats for stock markets. Ed Monk is joined by Tom Stevenson to 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
How can you retire before your State Pension starts?
Today on the show - Jemma Slingo is here to tell us what it takes to bridge the gap between retirement and State Pension. How can you reproduce the income the State Pension provides and retire earlier? Ed Monk is joined by Jemma Slingo to provide a well-balanced take on the latest financial developments together with expert insights to help you grow your capital, manage your investment portfolio a
Market news today - Markets look beyond the AI wobble
This week in the markets: the broad market remains resilient despite cracks showing in the AI boom; inflation and interest rates are the main data focus this week; earnings season steps up a gear; while here in the UK, Andy Burnham becomes Britain’s seventh prime minister in a decade. Fidelity’s Tom Stevenson reviews the stories moving markets.See omnystudio.com/listener for privacy in
Still waiting for the crash? This is what’s holding markets up
Today on the show -Tom Stevenson is here to tell us why he has turned (even more) optimistic on stock markets - despite the bearish predictions abound elsewhere. What is holding up stock markets - and can it last? Ed Monk is joined by Tom Stevenson to provide a well-balanced take on the latest financial developments together with expert insights to help you grow your capital, manage your inv
How much of your salary will you need to recreate in retirement?
Today on the show - Jemma Slingo is here to tell us about ‘replacement rates’ in retirement - the proportion of your working salary you’ll need to recreate in retirement to maintain your living standards. The results might come as a surprise. You can read Jemma's recent article on replacement rates here. Ed Monk is joined by Jemma Slingo to provide a well-balanced take on t
Market news today - earnings season to test market sentiment
This week in the markets: earnings season begins as investors find more reasons to be cautious; Andy Burnham prepares for his coronation as Britain’s next prime minister; while Kevin Warsh sets out his vision for the Fed to Congress. Fidelity’s Tom Stevenson reviews the stories moving markets.See omnystudio.com/listener for privacy information.
Inheritance Tax: can this hack help you gift money tax-free?
Today on the show - Marianna Hunt is here to walk us through the rules on gifting to beat Inheritance Tax - and specifically the ‘normal expenditure our of income’ exemption that could be one of the most powerful way to beat the tax. You can read Marianna's recent article on this here. IHT gifting allowances: 8 key questions answered Ed Monk is joined by Marianna Hunt to provide a well
Tax on your ISA savings? What you need to know before 2027
Today on the show - Jemma Slingo is here to explain some important changes to ISAs due to arrive next year. We answer investors questions - including whether there will be tax to pay on assets that can currently grow free from UK tax. You can read Jemma article on upcoming ISA changes here. How ISAs will change in 2027Ed Monk is joined by Jemma Slingo to provide a well-balanced take on the la
Bubble signals? New tax on savings? What you’re asking us right now
Today on the show - we’re answering your questions with topics ranging from new ISA tax changes to signs that the AI bubble is about to burst. Tom Stevenson is here to give the answers. Read Tom's latest Investment Outlook. Ed Monk is joined by Tom Stevenson to provide a well-balanced take on the latest financial developments together with expert insights to help you grow your capital,
Market news today - Investors pause for breath after a dramatic six months
This week in the markets: Investors pause for breath after a dramatic six months. Fidelity’s Jemma Slingo reviews the stories moving markets.See omnystudio.com/listener for privacy information.
Market news today - the return of volatility
This week in the markets: Volatility increases as cracks show in the AI boom; Andy Burnham sets out his long-term vision for rising living standards in the UK; and the IPO market shows some signs of life. Fidelity’s Tom Stevenson reviews the stories moving markets.See omnystudio.com/listener for privacy information.
Game changer: Have we been doing retirement investing wrong?
Today on the show - Jemma Slingo is here to walk us through analysis which turns existing thinking about retirement investing on its head. Is this the secret to maximising your retirement prosects? You can read Jemma's article on this topic here: Why de-risking your pension is riskier than you think Ed Monk is joined by Jemma Slingo to provide a well-balanced take on the latest financial developme
Market news today - shares tread water amid heightened uncertainty
This week in the markets: shares tread water amid multiple uncertainties, as UK Prime Minister Keir Starmer resigns, the US and Iran circle each other suspiciously, central banks weigh conflicting inflation and growth data, and the AI boom persists - for now. Fidelity’s Tom Stevenson reviews the stories moving markets.See omnystudio.com/listener for privacy information.
£45,400 - the secret to a comfy retirement?
Today on the show - Jemma Slingo is here to tell us how much money you need for a ‘comfortable’ retirement. What kind of lifestyle can you expect - and how much do you need to save to get there. That’s our focus today. Ed Monk is joined by Jemma Slingo to provide a well-balanced take on the latest financial developments together with expert insights to help you grow your capital,
Can you time the market? Here’s what happened when we tried
Today on the show - Marianna Hunt is here to discuss whether it’s possible to time your investments to super-charge your returns. Does it ever pay to wait for the perfect time to invest? That’s our focus today. Ed Monk is joined by Marianna Hunt to provide a well-balanced take on the latest financial developments together with expert insights to help you grow your capital, manage
Mood shift: this is why stock markets have turned negative again
Today on the show - Tom Stevenson is here to hold our hand after an alarming wobble in stock markets of the past week. Why are investors suddenly becoming cautious again after shrugging off any bad news up to now? Ed Monk is joined by tom Stevenson to provide a well-balanced take on the latest financial developments together with expert insights to help you grow your capital, manage you
Market news today - jobs data trigger an AI air pocket
This week in the markets: Jobs data trigger AI air pocket.Fidelity’s Tom Stevenson reviews the stories moving markets.See omnystudio.com/listener for privacy information.
Who needs Power of Attorney - and when?
Fidelity’s Jo Lewis is here to talk about Power of Attorney. This vital legal protection is simple to set up and can save you money and precious time if you or a loved one is unable to make their own decisions - but it is often overlooked. We discuss what everyone needs to know about Power of Attorney. Ed Monk is joined by Jo Lewis to provide a well-balanced take on the latest financial deve
Markets climb a wall of worry
This week in the markets: share prices continue to climb the wall of worry; despite no clear progress in the Gulf and with little in the way of economic and corporate data this week, investors are sticking with the positive AI narrative. Fidelity’s Tom Stevenson reviews the stories moving markets.See omnystudio.com/listener for privacy information.
Is this really the future of the State Pension?
In this episode of the podcast we welcome James Browne from the Tony Blair Institute. James has co-authored a radical new plan for the State Pension that has sparked fierce debate about the future of the payment. Could his plan work - and what would it mean for you? The Personal Investor podcast aims to provide a well-balanced take on the latest financial developments together with expert insights
These red flags are signs that you are over-saving
Today on the show - Marianna Hunt is here to tell us about the signs in your financial life that you are saving too much - and not investing enough. Ed Monk is joined by Marianna Hunt to 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 i
Market news today - can shares withstand rising bond yields?
This week in the markets: inflation dominates in a quiet week for results and economic data; meanwhile attention shifts from strong earnings growth to valuations in an environment of rising bond yields. Fidelity’s Tom Stevenson reviews the stories moving markets.See omnystudio.com/listener for privacy information.
What to do when the 60/40 portfolio no longer works
Today on the show - we welcome fund manager Jasmine Yeo to the pod to discuss the 60/40 portfolio - once investors’ best friend but a lot less reliable these days. Can it still work? And if it doesn’t, what does? Ed Monk is joined by Jasmine Yeo to provide a well-balanced take on the latest financial developments together with expert insights to help you grow your capital, manage your
Market news today - All eyes on Number 10
This week in markets: investors react to UK political drama and the world’s biggest AI company prepares to publish some blockbuster results. Fidelity’s Jemma Slingo reviews the stories moving markets.See omnystudio.com/listener for privacy information.
The investment lessons I’m telling my grandchildren
Today on the show - Tom Stevenson is here to pass on the investment lessons he plans on giving to his new grandson. What has he learned over a lifetime of investing that the next generation can benefit from? Ed Monk is joined by Tom Stevenson to provide a well-balanced take on the latest financial developments together with expert insights to help you grow your capital, manage your investment port
Is this the secret to balancing cash and investments in retirement?
Today on the show - can you use cash to offset the risk of investment falls in retirement? Tom Stevenson has been looking at history for a plan to balance his finances in retirement, and that’s our focus today. Ed Monk is joined by Tom Stevenson to provide a well-balanced take on the latest financial developments together with expert insights to help you grow your capital, manage your invest
Market news today - two way pull continues
This week in the markets: Investors remain torn between the AI boom and the shadow of the Gulf conflict; UK government bond yields edge higher as pressure on the government mounts; India misses out on the EM party; and all eyes are on the stagflation twins - we have data this week on US inflation and UK growth. Fidelity’s Tom Stevenson reviews the stories moving markets.See omnystudio.com/li
Double tax? 9 steps to tackle the IHT change coming for your pension
Today on the show - a potentially very important change is coming affecting pensions and the Inheritance Tax on them. For those affected it could require a complete overhaul of their financial plans for retirement. Marianna Hunt is here to explain and offer up some steps to take now in order to mitigate the risk. Ed Monk is joined by Marianna Hunt to provide a well-balanced take on the lates
Market news today - markets at a crossroads
This week in the markets: shares and bonds stand at a watershed as earnings soar on the back of the continuing AI investment boom but the Middle East conflict casts a persistent cloud over the economic outlook. Fidelity’s Tom Stevenson reviews the stories moving markets.See omnystudio.com/listener for privacy information.
10 years of Premium Bonds vs. shares - which one wins?
Today on the show - Premium Bonds continue to be the most popular financial product in the country - but do they deserve that status? Jemma Slingo is here to explain how Premium Bonds have stacked up versus other homes for your money over the past decade. Ed Monk is joined by Jemma to provide a well-balanced take on the latest financial developments together with expert insights to help you grow y
Market news today - tech stocks back on the front foot
This week in the markets: a busy few days beckon as technology stocks drive the market to new highs; earnings season accelerates with a focus on results from the Magnificent Seven; and it’s a big week for central bank rate decisions. Fidelity’s Tom Stevenson reviews the stories moving markets.See omnystudio.com/listener for privacy information.
Markets defying gravity? The indicators for what happens next
Today on the show - why have markets stormed back to new highs despite such ongoing risk and uncertainty? And which indicators should investors watch for what happens next. Tom Stevenson is here to explain. Ed Monk is joined by Jemma Slingo to provide a well-balanced take on the latest financial developments together with expert insights to help you grow your capital, manage your investment
Market news today - a fragile V-shaped rally
This week in the markets: Volatile news from the Gulf holds the key to global equity markets; but strong earnings growth puts a floor under prices for now. Fidelity’s Tom Stevenson reviews the stories moving markets.See omnystudio.com/listener for privacy information.
How - and when - should you take tax-free cash from your pension?
Today on the show - when does it makes sense to take tax-free cash from your pension? And which method of taking it will be best for you? Jemma Slingo is here to explain this often misunderstood part of the pension system. Ed Monk is joined by Slingo to provide a well-balanced take on the latest financial developments together with expert insights to help you grow your capital, manage your investm
5 essential checks to make for the new tax year
Today on the show - we are in a brand new financial year, so it’s a great time to run the rule over your finances and make sure you are on track to meet your long-term savings goals. We’ve got 5 essential checks to help you do it. Ed Monk is joined by Jemma Slingo to provide a well-balanced take on the latest financial developments together with expert insights to help you grow your ca
Market news today - weary investors sit on their hands
This week in the markets: Shares give back some of last week’s gains as peace talks stall and the US threatens to blockade the Straits of Hormuz. Fidelity’s Tom Stevenson reviews the stories moving markets.See omnystudio.com/listener for privacy information.
The biggest questions investors need answers to now
Today on the show - we’re answering your questions, and there’s really only one topic dominating investors thoughts right now. Can investors protect themselves from the fall-out of the ongoing Middle East conflict? What are the safe havens to turn to, and is it too late to act? Ed Monk is joined by Tom Stevenson to provide a well-balanced take on the latest financial developments toget
Smart investors use these investments for income - here’s how
Today on the show - how do seasoned investors harness the power of investment trusts to pay themselves a reliable - and inflation-beating - income. Ed Monk is joined by Richard Evans to provide a well-balanced take on the latest financial developments together with expert insights to help you grow your capital, manage your investment portfolio and make the most of the money markets. Po
