The Personal Investor

By Fidelity InternationalBusiness

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Typical duration
17 min
per episode

Based on Podcast App listening data

The Personal Investor episodes

August 10, 2018 Elon’s big plan | Finessing the Pension Freedoms
Tesla’s Elon Musk is seldom out of the headlines these days, and this week has been no exception to that. Tom Stevenson joins me to discuss the mogul’s shock move to take the electric car company private.
And then Fidelity’s head of pension policy Carolyn Jones is here to discuss the crucial decisions we face when we first draw on our pension savings, and why regulators are worried that too many are getting it wrong.
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21 min
August 07, 2018 Tom Stevenson's Market Week - 7th August 2018
Fidelity’s Tom Stevenson reviews the stories moving markets.
In this week's update:
• Earnings season begins to slow
• Trade tensions continue
• Attention focuses on currencies and commodities
12 min
August 02, 2018 Rates finally rise | Threadneedle’s Nichols on Europe
The Bank of England has voted to raise interest rates to 0.75% and Fidelity Investment Director Tom Stevenson joins to talk over the decision that Mark Carney and his MPC colleagues have taken today.
And then, our interview with Mark Nichols, co fund manager of the Threadneedle European Select Fund. We spoke about Mark’s philosophy of buying high-quality companies, even in the face of high valuations, as well as the risk to continental companies from Brexit.
18 min
July 31, 2018 Tom Stevenson's Market Week - 31st July 2018
Fidelity’s Tom Stevenson reviews the stories moving markets.
In this week's update:
• Interest rate annoucements in the UK, US and Japan
• Tech in focus after share price falls at Netflix, Facebook and Twitter
• Another heavy week of corporate results
11 min
July 26, 2018 Secret warnings from the yield curve | Telecoms: yesterday’s companies of tomorrow
We examine a potentially important, and perhaps worrying, moment for markets. It involves the yield curve, bond maturities and the income you can get from cash but if that sounds complicated, do not fear - Fidelity investment director Tom Stevenson is here to explain.
And a conversation with Dan Lane about a somewhat forgotten sector - telecoms. Once talked of in the same awed tones that the tech giants of Silicon Valley are today - what happened to yesterday’s next big thing?
17 min
July 24, 2018 Tom Stevenson's Market Week - 24th July 2018
Fidelity’s Tom Stevenson reviews the stories moving markets.
In this week's update:
• Company earnings dominate on both sides of the Atlantic
• Politics refuses to go away
• Market signals suggest the market peak is closer
11 min
July 19, 2018 Nifty Netflix: lessons from history | Threadneedle’s Thorne on Brexit readiness
Today on the show we look at the remarkable ride for Netflix shareholders, following dramatic falls this week for the streaming service’s share price. Fidelity investment director Tom Stevenson joins for that and highlights a fascinating historical comparison as well.
And then, our conversation with James Thorne, co-fund manager of the Threadneedle UK Mid 250 Fund. We talked about the attraction of adolescent companies, and I get his take on how well prepared the companies that he talks to are for Brexit.
16 min
July 17, 2018 Tom Stevenson's Market Week - 17th July 2018
Fidelity’s Tom Stevenson reviews the stories moving markets.
In this week's update:
• Nervous investors see the US as a safe haven
• All eyes on earnings season
• Jay Powell shines a light on the Fed's interest rate strategy
12 min
July 12, 2018 Are we getting China wrong? | Where in the world to look for income
With Donald Trump visiting the UK this week we return to trade - but this time with a focus on Trumps’ biggest foe - China.
Fidelity investment director Tom Stevenson joins for that, and then we’ll have Tom’s interview with Dan Roberts manager of the Fidelity Global Dividend Fund, who explained how he finds an income from a market dominated by non-dividend paying tech giants.
13 min
July 10, 2018 Tom Stevenson's Market Week - 10th July 2018
Fidelity’s Tom Stevenson reviews the stories moving markets.
In this week's update:
• Politics are in focus on both sides of the Atlantic
• Saudi Arabia warns of an oil supply crunch
• US earnings season gets underway
11 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.