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The Personal Investor

The Personal Investor

Fidelity International 100 Episodes Jul 24, 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

Are index funds the next bubble?  The hidden risk of passive investing
Are index funds the next bubble? The hidden risk of passive investing Jul 24, 2026 1424 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?
How can you retire before your State Pension starts? Jul 22, 2026 1231 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
Market news today - Markets look beyond the AI wobble Jul 20, 2026 550 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
Still waiting for the crash? This is what’s holding markets up Jul 16, 2026 898 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?
How much of your salary will you need to recreate in retirement? Jul 15, 2026 1003 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
Market news today - earnings season to test market sentiment Jul 13, 2026 566 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?
Inheritance Tax: can this hack help you gift money tax-free? Jul 10, 2026 884 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
Tax on your ISA savings? What you need to know before 2027 Jul 8, 2026 1227 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
Bubble signals? New tax on savings? What you’re asking us right now Jul 7, 2026 2304 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
Market news today - Investors pause for breath after a dramatic six months Jul 6, 2026 312 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
Market news today - the return of volatility Jun 29, 2026 591 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?
Game changer: Have we been doing retirement investing wrong? Jun 26, 2026 1041 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

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