The Personal Investor

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 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.

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 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: 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 information.

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 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.

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 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: 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.

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-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.

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 2027

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.

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, 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: 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.