The Personal Investor

This week, how much do our habits around money tell us about our psychology, our emotions, and our happiness? It might be more than you think and to tell us why, we’re very pleased to be joined this week by Vicky Reynal - a psychotherapist who specialises in financial behaviour. It’s a fascinating conversation. That’s the focus today, as well as the latest ups and downs in markets. 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. This week in the markets: interest rate fears and high valuations cloud the equity outlook.See omnystudio.com/listener for privacy information.

This week, it’s a quarterly Investment Outlook special where we put your questions to the Outlook’s author Tom Stevenson. The questions this time suggested investors are in an upbeat mood as 2025 gets underway. Many are seeking new investment opportunities after banking gains last year, while other topics included nervousness about a second Trump term and upcoming changes to pensions. 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. This week in the markets: with the consensus uniformly bullish, can markets deliver a third consecutive year of gains?See omnystudio.com/listener for privacy information.

This week - it’s our last podcast of the year and we are in reflective mood. We’ll be looking back at the year just gone and looking forward to the year to come, running through a few of the lessons that 2024 has held for investors. 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. This week in the markets: 2024 ends with a bang - will 2025 be a third year of gains or the end of the party; and the final week before Christmas clears the decks with inflation and growth data and the last interest rate decisions of the year.See omnystudio.com/listener for privacy information.

Fidelity’s Ed Monk reviews the stories moving markets. In the markets this week: Oil and gold react to Syria and South Korea unrest, but US market hopes grow for 2025See omnystudio.com/listener for privacy information.

This week - is Inheritance Tax about to move from being a rich person’s problem to something many more ordinary people have to worry about? Planned changes are expected to significantly widen the net of Inheritance Tax. Will you be affected and where will IHT hit hardest? That’s the focus today, as well as the latest ups and downs in markets. 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 the markets this week: reading the scorecard, a month on from the US election; and France briefly pays more to borrow than Greece.See omnystudio.com/listener for privacy information.

3 lessons from the past 25 years and cash returns in 2025 This week, how do you assess the first quarter of the 21st century in investment terms? Luckily Tom Stevenson has had a front row seat for all of it and joins us to answer that question. And then we’ll ask what the future holds for cash savers in 2025. That’s the focus today, as well as the latest ups and downs in markets. 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.