The Personal Investor

By Fidelity InternationalBusiness

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Typical duration
17 min
per episode

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The Personal Investor episodes

September 13, 2018 Where are the Goldilocks opportunities? | Aviva’s Fitzgerald on Brexit
Where do you put your money when some markets are reaching all-time highs and others might just be cheap for a reason? Tom Stevenson is here to talk about why it could be time to have another look at the Far East.
Then our interview with Peter Fitzgerald, co-manager of the Aviva Investors Multi Strategy Target Return Fund.
18 min
September 11, 2018 Emma-Lou Montgomery's Market Week
Fidelity’s Emma-Lou Montgomery reviews the stories moving markets.
In this week's update:
• Politics drive market movements
• Price of oil on the rise
• Retailers continue to feel the pinch
8 min
September 06, 2018 The crisis a decade on: remembering it wrong? | Liontrust’s Fosh on growth
It’s 10 years since the collapse of the American investment bank Lehman Brothers - a crucial point in the financial crisis. Tom Stevenson is here to talk over the impact that the years since have had on investors, and why we might be remembering it all wrong.
Then our interview with Julian Fosh, co-manager of the Liontrust UK Growth Fund.
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18 min
September 04, 2018 Tom Stevenson's Market Week - 4th September 2018
Fidelity’s Tom Stevenson reviews the stories moving markets.
In this week's update:
• Continuing turmoil in emerging markets
• Canada and Trump at loggerheads
• US stocks continue to hit new records
10 min
August 30, 2018 M&G’s Woolnough on the chances for recession | Trump’s Mexican stand-off
Our interview with Richard Woolnough of M&G. Richard is one of the best known bond fund managers and runs some of the biggest bond fund in the country. His M&G Optimal Income Fund alone accounts for £22bn of investors’ money.
We talked rates and Brexit and the role of bonds in portfolios now after many years of abnormal markets.
And then Fidelity’s Tom Stevenson joins me to talk about Mexico and Trump, and why political realities may be bringing the President to heel on trade.
21 min
August 29, 2018 Tom Stevenson's Market Week - 29th August 2018
Fidelity’s Tom Stevenson reviews the stories moving markets.
In this week's update:
• Trump aims to deliver progress on trade ahead of mid-term elections
• Fed chair Jay Powell strikes a dovish tone at Jackson Hole
• Markets respond by hitting new highs
11 min
August 23, 2018 Flogging a dead bull | JOHCM’s Lowen on dividends
We talk about the current bull market for US shares which this week becomes the longest in history. Fidelity’s Tom Stevenson is here to discuss the least loved bull market in history.
And then our interview with James Lowen, co-manager of the Jo Hambro UK Equity Income Fund. He sat down with Emma-Lou Montgomery to talk about dividends in the UK, about interest rates, about Brexit and the prospects for income from household name British companies.
18 min
August 21, 2018 Tom Stevenson's Market Week - 21st August 2018
Fidelity’s Tom Stevenson reviews the stories moving markets.
In this week's update:
• Gap widens between the US and emerging markets
• Annual Jackson Hole meeting
• Longest bull market ever?
11 min
August 15, 2018 Pacific Leaders’ Reddy on stewardship |House prices: still a dinner party favourite?
This week our interview is with Sashi Reddy, co-manager of the Stewart Investors Asia Pacific Leaders fund.
It’s among the most popular ways for small investors to access markets in that part of the world and, as Fidelity investment director Tom Stevenson heard, it also has one the most interesting investing philosophies as well.
And then I talk with Dan Lane about that perennial dinner party favourite - house prices. So what for house prices now - and why do we view houses so differently from any other market?
25 min
August 14, 2018 Ed Monk's Market Week - 14th August 2018
Fidelity’s Ed Monk reviews the stories moving markets.
In this week's update:
• Emerging markets under pressure as Turkey's financial crisis unfolds
• Evidence of weak consumer demand in the UK
• Elon Musk makes waves again
9 min

About The Personal Investor

From the publisher's feed

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.