The Personal Investor

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.

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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.

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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 2025

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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.

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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.