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The Personal Investor

Fidelity International
The Personal Investor
Latest episode

247 episodes

  • The Personal Investor

    FTSE 100 hits a new record: this is why investors are turning to the UK

    07/08/2026 | 18 mins.
    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.
  • The Personal Investor

    Can this ‘carry forward’ tax trick supercharge your pension

    06/08/2026 | 16 mins.
    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 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.
  • The Personal Investor

    Market news today - no summer break for nervous investors

    03/08/2026 | 9 mins.
    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.
  • The Personal Investor

    How rich are UK retirees? British pensioner wealth compared

    30/07/2026 | 16 mins.
    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 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.
  • The Personal Investor

    Pension opt-out: the worst retirement mistake you can make?

    29/07/2026 | 12 mins.
    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 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.
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About The Personal Investor
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. 
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