The Personal Investor
Episodes
Market news today - crunch time for tariffs
04 Aug 2025
Contributed by Lukas
This week in markets: America’s tariff rate will reach its highest level since the second world war when new levies are introduced on Thursday. ...
Unpacking inflation: the secret threat to retirement plans
30 Jul 2025
Contributed by Lukas
This week - what’s your plan for when inflation strikes and threatens to derail your retirement? What is the risk that rising prices pose for re...
Market news today - summertime melt up
28 Jul 2025
Contributed by Lukas
This week in the markets: summertime melt up Fidelity’s Tom Stevenson reviews the stories moving markets. See omnystudio.com/listener for ...
Will the State Pension be there for me?
23 Jul 2025
Contributed by Lukas
This week, will you be able to rely on the State Pension in the future? How much might it be worth and how much would it cost you to reproduce with yo...
Market news today - markets take a breather as summer lull comes early
21 Jul 2025
Contributed by Lukas
This week in the markets: investors take a breather after a dramatic first half year of the new Trump presidency. Fidelity’s Tom Stevenson revie...
Shares back at all-time highs! What to do now
16 Jul 2025
Contributed by Lukas
This week - markets are back to new all-time highs. What has been driving prices higher - and should investors worry about falls to come? Host Ed Monk...
Market news today - are investors too complacent?
14 Jul 2025
Contributed by Lukas
This week in the markets - are investors too complacent? Fidelity’s Tom Stevenson reviews the stories moving markets.See omnystudio.com/listener...
2025 - what investors want to know now
10 Jul 2025
Contributed by Lukas
This week, we’re answering your questions at the mid-way point of 2025. Is the chaos caused by US trade tariffs over? Is the UK economy headed f...
Market news today - big, beautiful boost
07 Jul 2025
Contributed by Lukas
This week in the markets: investors continue to view the glass as half full as shares are pulled two ways by tariff fears on the one hand and a big, b...
Market news today - US stocks hit record high despite market fears
30 Jun 2025
Contributed by Lukas
This week in markets: The US stock market defies the odds yet again to reach an all-time high. Meanwhile, the senate prepares to vote on Donald Trump&...
Is it better to invest in the minnows of the stock market?
25 Jun 2025
Contributed by Lukas
Today on the show, is it better to invest in the giants of the stock market, as most of us do, or to back smaller companies? We have looked at the dat...
Market news today - markets weigh up Iran’s response to US bombing
23 Jun 2025
Contributed by Lukas
This week in the markets: US bombing of Iran is the main focus as investors weigh up the scenarios; meanwhile the spectre of rising US debts and defic...
The surprising truth about the FTSE 100 vs the S&P 500
18 Jun 2025
Contributed by Lukas
This week we look at the most powerful forces you’ll ever come across in finance. It’s the importance of reinvesting dividends. We’v...
Market news today - investors stay calm despite rising Middle East tension
16 Jun 2025
Contributed by Lukas
This week in the markets: Mid-East tension dominates the headlines, but markets remain calm; the world’s leaders gather in Canada; and the world...
Is it time for investors to look beyond the US?
11 Jun 2025
Contributed by Lukas
Today on the show, is American economic exceptionalism coming to an end? There have been signs in both the stock and bond markets this year that inves...
Market news today - the Fed vs White House
09 Jun 2025
Contributed by Lukas
This week in the markets: US inflation data marks the latest round in the tussle between the Federal Reserve and The White House; investors eye troubl...
60/40 portfolio: does it still work?
04 Jun 2025
Contributed by Lukas
This week, is the 60/40 portfolio still useful for investors? When does it work - when doesn’t it work - and what alternatives can do the job if...
Market news today - The TACO Trade
02 Jun 2025
Contributed by Lukas
This week in the markets: buying the dips pays off thanks to the so-called TACO trade; but the bond yield ceiling remains in place; investors lo...
Premium Bonds: should you ever buy them?
28 May 2025
Contributed by Lukas
This week, Premium Bonds are the most popular saving product in the UK - but should they be? How do they work, and do they represent a sensible home f...
Market news today - Bonds remain in focus
27 May 2025
Contributed by Lukas
This week in the markets: all eyes on bonds on both sides of the Atlantic; tariff wars are back in focus as Trump plays hard ball with Europe then bac...
Avoiding the cliff edge - the secret to a richer (and happier) retirement?
21 May 2025
Contributed by Lukas
This week - could the secret to a happier - and a more financially secure - retirement be to work longer? That might be a horrifying thought to some, ...
Market news today - Bond markets take fright again over US borrowing
19 May 2025
Contributed by Lukas
This week in the markets: American bond traders signal new alarm over Trump tax cuts and America’s loss of AAA credit rating while investors in ...
Passive investing - are we all doing it wrong?
14 May 2025
Contributed by Lukas
This week, have we been doing passive investing wrong? Half of us, give or take, now invest our money passively - but is there a better way? We’...
Market news today - China and US sign temporary trade truce
12 May 2025
Contributed by Lukas
This week in the markets: shares rise on positive China/US trade talks; the rotation out of US assets continues; hard assets return as a portfolio div...
Interest rates in 2025: why you should care what the Bank of England does
07 May 2025
Contributed by Lukas
This week, we’re talking interest rates - with the Bank of England due to cut the cost of borrowing we ask what effect it will have on your fina...
Market news today - shares regain ‘liberation’ losses
06 May 2025
Contributed by Lukas
This week in the markets: shares recover their losses since ‘liberation day’; the oil price tumbles as Saudi Arabia chases market share; i...
Is this why you should never invest in gold?
30 Apr 2025
Contributed by Lukas
This week, why should you invest in gold - and why shouldn’t you invest in gold? The surge in gold prices this year has generated much interest ...
Market news today - markets in limbo
28 Apr 2025
Contributed by Lukas
This week in the markets: shares are in limbo, stuck between hopes for a Trump put and worries about a tariff-fuelled slow down. Fidelity’s Tom ...
Market news today - gold hits another new high
22 Apr 2025
Contributed by Lukas
This week in the markets: investors seek out haven assets and shun the US. Meanwhile, longer term they assess whether the 16 year bull market may have...
What does Warren Buffett do when markets fall
16 Apr 2025
Contributed by Lukas
This week, how will the world’s most famous investor be handling the latest ups and mostly downs in the markets? Today we’re talking Buffe...
Market news today - investors breathe again after a wild ride
14 Apr 2025
Contributed by Lukas
This week in the markets: shares stabilise after a week of extreme volatility; bonds and the dollar signal nervousness about US assets; and gold hits ...
Tariff tantrum! Investor questions answered
09 Apr 2025
Contributed by Lukas
This week, we’re answering your questions as markets continue to lurch in response to Donald Trump’s trade tariffs. Is the US heading for ...
Market news today - reset for recession
07 Apr 2025
Contributed by Lukas
This week in the markets: Reset As investors reset expectations from tax cuts and deregulation to trade war, tariffs, inflation and possible recession...
World’s cheapest (and most expensive) stock markets revealed
01 Apr 2025
Contributed by Lukas
This week, what are the cheapest stock markets in the world right now? And why is the UK market so lowly valued? It is possible to put a figure on the...
Market news today - Liberation Day?
31 Mar 2025
Contributed by Lukas
This week in the markets: It’s Donald Trump’s Liberation Day and investors are running for cover. Fidelity’s Tom Stevenson reviews t...
Where should I invest? 2025 best-seller fund choices
26 Mar 2025
Contributed by Lukas
This week, with the end of the tax year in sight, and tax-efficient investing allowances for 2024/25 about to close, where are Fidelity investors putt...
Market news today - Investors breathe after correction pauses
24 Mar 2025
Contributed by Lukas
This week in the markets: markets stabilise after a four-week correction; the Rest of the World picks up the baton from America; and Rachel Reeves pre...
What to do when investments fall
19 Mar 2025
Contributed by Lukas
This week, how do savvy investors handle periods of volatility in markets? Recent weeks have brought some serious turbulence for investors - what shou...
Market news today - the central bank dilemma
17 Mar 2025
Contributed by Lukas
This week in the markets: central banks set interest rates against a challenging policy, trade and economic backdrop; and investors continue to rotate...
What’s left after 10 years of pension income
12 Mar 2025
Contributed by Lukas
This week - if you retired 10 years ago and have been taking income from a pot of investments since then, how much would you have left? That’s a...
Market news today - the power of diversification
10 Mar 2025
Contributed by Lukas
This week in the markets: the power of diversification as the Trump Bump morphs into a Trump Slump; and US inflation shows the way for the American ec...
How to (really) be a contrarian investor
05 Mar 2025
Contributed by Lukas
This week - why do so many investors want to be contrarians, and why do so many of us fail at it? What does it take to really stand apart from the cro...
Market news today - Is the UK market in a sweet-spot?
03 Mar 2025
Contributed by Lukas
This week in the markets: the US market attempts to turn the tide after a disappointing February, the UK finds itself in a sweet-spot as defence stock...
Unexpected winners in the New World Order
26 Feb 2025
Contributed by Lukas
This week, how to navigate a world in which the balance of geopolitical power appears to be shifting. Elections in Germany, more talk of US trade tari...
Market news today - politics matters
24 Feb 2025
Contributed by Lukas
This week in the markets: Germany steps uncertainly into a new era of independence for Europe; the Ukraine war enters its fourth, and perhaps final, y...
Save in cash or invest? The best home for your ISA money
19 Feb 2025
Contributed by Lukas
This week, how can you best divide your money between cash and investments? When does it make sense to make use of one or the other - and what would p...
Market news today - the changing shape of the Trump Trade
17 Feb 2025
Contributed by Lukas
This week in the markets: the changing shape of the Trump trade; and all eyes this week on inflation and growth. Fidelity’s Tom Stevenson review...
How I’m picking investments for the next ten years
12 Feb 2025
Contributed by Lukas
This week, if you had to choose an investment to buy now and not touch for the next ten years - what would it be? That’s the challenge our...
Market news today - another week, another tariff
10 Feb 2025
Contributed by Lukas
This week in the markets: another week, another tariff; inflation and growth in focus this week; but investors hang onto risk assets despite the uncer...
Market relief after first brush with Trump tariffs
05 Feb 2025
Contributed by Lukas
This week, markets are emerging from the first salvo in Donald Trump’s promised trade war. Canada, Mexico and China - the three biggest trade pa...
Market news today - Trump, tariffs and trade wars
03 Feb 2025
Contributed by Lukas
Fidelity’s Tom Stevenson reviews the stories moving markets. This week in the markets: Markets shaken by the start of Trump’s trade war.Se...
DeepSeek = deep trouble for US tech
29 Jan 2025
Contributed by Lukas
This week, how has the emergence of a single Chinese app managed to wipe billions off the value of the biggest companies in the US stock market? That&...
Market news today - Chinese AI shock rattles tech stocks
27 Jan 2025
Contributed by Lukas
Fidelity’s Tom Stevenson reviews the stories moving markets. This week in the markets: President Trump’s first week sent shares to new hig...
The Market and The Donald – plus, Covid five years on
22 Jan 2025
Contributed by Lukas
This week, we’re looking at two important world events – one from today and one from five years ago. First – how could we ignore him...
Market news today - Trump hits the ground running
20 Jan 2025
Contributed by Lukas
Fidelity’s Tom Stevenson reviews the stories moving markets. This week in the markets: markets focus on Trump’s return to the White House;...
What your money habits say about your psychology
14 Jan 2025
Contributed by Lukas
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 t...
Market news today - the fading of the Trump Bump
13 Jan 2025
Contributed by Lukas
Fidelity’s Tom Stevenson reviews the stories moving markets. This week in the markets: interest rate fears and high valuations cloud the equity ...
Trump’s likely effect and the UK in trouble? Your questions answered
08 Jan 2025
Contributed by Lukas
This week, it’s a quarterly Investment Outlook special where we put your questions to the Outlook’s author Tom Stevenson. The questions th...
Market news today - three in a row?
06 Jan 2025
Contributed by Lukas
Fidelity’s Tom Stevenson reviews the stories moving markets. This week in the markets: with the consensus uniformly bullish, can markets deliver...
Our biggest lessons - and mistakes - of 2024
17 Dec 2024
Contributed by Lukas
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 forwa...
Market news today - ending 2024 on a high
16 Dec 2024
Contributed by Lukas
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 gain...
Market news today - global unrest can’t shake market hopes
09 Dec 2024
Contributed by Lukas
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 h...
Who should really be the target of Inheritance Tax?
04 Dec 2024
Contributed by Lukas
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 ...
Market news today - the market view of Trump 2.0
02 Dec 2024
Contributed by Lukas
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 F...
3 lessons from the past 25 years and cash returns in 2025
27 Nov 2024
Contributed by Lukas
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? Luck...
Market news today - Trump Trade turns into Santa Rally
25 Nov 2024
Contributed by Lukas
Fidelity’s Tom Stevenson reviews the stories moving markets. This week in the markets: inflation is the main focus ahead of December’s rate-settin...