The Personal Investor

This week, investors cannot have failed to notice that the burgeoning stock market rally that was going along quite nicely this year has come to a halt.

Why is that, and will the pause in progress last? 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.

Fidelity’s Tom Stevenson reviews the stories moving markets.

In this week’s market update: investors assess Powell’s Jackson Hole message; China tries to rebuild confidence as post-Covid slump continues; and inflation finally starts to fall back in the UK.

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This week, we’re talking tax and in particular those taxes that affect wealth built up over many decades - both Inheritance Tax and Capital Gains Tax are high on the list of concerns of long-term investors - but which should worry them more?

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 this week’s update: all eyes are on the Jackson Hole summit in one of the quietest weeks of the year in markets; pressure rises on Beijing to stimulate China’s slowing economy; meanwhile the summer correction continues in equity markets.

See omnystudio.com/listener for privacy information.

Fidelity’s Emma-Lou Montgomery reviews the stories moving markets.

In this week’s update: market watchers keep a close eye on Wednesday's UK inflation data, while over in the US the Federal Reserve releases the minutes from its July meeting.

See omnystudio.com/listener for privacy information.

This week, can we now say that we are back in a bull market - and if we can - why have many ordinary investors missed out on it?

Stock markets are well on their way to recovering all of the painful losses of 2022 - so why have so many of us spent the year so far effectively on the sidelines?

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 this week’s market update: equities pause as investors weigh up rising bond yields and still falling earnings; and commodities rise as the war in Ukraine intensifies.

See omnystudio.com/listener for privacy information.

This week, are contrarians about to enjoy a long-awaited day in the sun? Value investors have been betting on some big trends in markets going into reverse but they have been made to wait for a pay-off - is that about to change?

Plus, we’ll look forward to an update on interest rates this week.

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 this week’s update: markets notch up a third week of gains on hopes for lower inflation and an interest rate peak; so far so good for earnings season; and Japan begins a historic shift in monetary policy.

See omnystudio.com/listener for privacy information.

This week, how should turning 60 change how you invest? Our very own Tom Stevenson is closing in on that milestone and has some wisdom to pass on. 

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.

If you enjoy the show please rate us, share us or leave a comment wherever you get your podcasts.

See omnystudio.com/listener for privacy information.