The Personal Investor

Hosted by Fidelity International

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Episodes

100

Latest episode

Jun 2026

Language

EN-GB

About the show

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. With his 360˚ view of the world of investment, Ed provides a well-balanced take on the latest 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. “Excellent market insights” ★★★★★ “Clear analysis” ★★★★★ Please remember that the value of investments, and the income from them, can go down as well as up, so you may get back less than you invest. The views expressed may no longer be current and may have already been acted upon and is not a personal recommendation for any particular investment. If you are unsure about the suitability of an investment you should speak to an authorised financial adviser.

Listen to episodes

60 recent

June 11, 202617 min

Mood shift: this is why stock markets have turned negative again

Today on the show - Tom Stevenson is here to hold our hand after an alarming wobble in stock markets of the past week. Why are investors suddenly becoming cautious again after shrugging off any bad news up to now?  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.

June 8, 20268 min

Market news today - jobs data trigger an AI air pocket

This week in the markets: Jobs data trigger AI air pocket.Fidelity’s Tom Stevenson reviews the stories moving markets.See omnystudio.com/listener for privacy information.

June 3, 202616 min

Who needs Power of Attorney - and when?

Fidelity’s Jo Lewis is here to talk about Power of Attorney. This vital legal protection is simple to set up and can save you money and precious time if you or a loved one is unable to make their own decisions - but it is often overlooked. We discuss what everyone needs to know about Power of Attorney. Ed Monk is joined by Jo Lewis 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.

June 1, 20268 min

Markets climb a wall of worry

This week in the markets: share prices continue to climb the wall of worry; despite no clear progress in the Gulf and with little in the way of economic and corporate data this week, investors are sticking with the positive AI narrative. Fidelity’s Tom Stevenson reviews the stories moving markets.See omnystudio.com/listener for privacy information.

May 29, 202634 min

Is this really the future of the State Pension?

In this episode of the podcast we welcome James Browne from the Tony Blair Institute. James has co-authored a radical new plan for the State Pension that has sparked fierce debate about the future of the payment. Could his plan work - and what would it mean for you? The Personal Investor podcast aims 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.

May 27, 202616 min

These red flags are signs that you are over-saving

Today on the show - Marianna Hunt is here to tell us about the signs in your financial life that you are saving too much - and not investing enough. 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.

May 26, 20267 min

Market news today - can shares withstand rising bond yields?

This week in the markets: inflation dominates in a quiet week for results and economic data; meanwhile attention shifts from strong earnings growth to valuations in an environment of rising bond yields. Fidelity’s Tom Stevenson reviews the stories moving markets.See omnystudio.com/listener for privacy information.

May 21, 202624 min

What to do when the 60/40 portfolio no longer works

Today on the show - we welcome fund manager Jasmine Yeo to the pod to discuss the 60/40 portfolio - once investors’ best friend but a lot less reliable these days. Can it still work? And if it doesn’t, what does? Ed Monk is joined by Jasmine Yeo 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.

May 18, 20264 min

Market news today - All eyes on Number 10

This week in markets: investors react to UK political drama and the world’s biggest AI company prepares to publish some blockbuster results. Fidelity’s Jemma Slingo reviews the stories moving markets.See omnystudio.com/listener for privacy information.

May 15, 202617 min

The investment lessons I’m telling my grandchildren

Today on the show - Tom Stevenson is here to pass on the investment lessons he plans on giving to his new grandson. What has he learned over a lifetime of investing that the next generation can benefit from? 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.