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.