What to do when the 60/40 portfolio no longer works
21/05/2026 | 24 mins.
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.
Market news today - All eyes on Number 10
18/05/2026 | 4 mins.
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.
The investment lessons I’m telling my grandchildren
15/05/2026 | 17 mins.
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.
Is this the secret to balancing cash and investments in retirement?
13/05/2026 | 28 mins.
Today on the show - can you use cash to offset the risk of investment falls in retirement? Tom Stevenson has been looking at history for a plan to balance his finances in retirement, and that’s our focus today. 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.
Market news today - two way pull continues
11/05/2026 | 8 mins.
This week in the markets: Investors remain torn between the AI boom and the shadow of the Gulf conflict; UK government bond yields edge higher as pressure on the government mounts; India misses out on the EM party; and all eyes are on the stagflation twins - we have data this week on US inflation and UK growth. Fidelity’s Tom Stevenson reviews the stories moving markets.
See omnystudio.com/listener for privacy information.
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.
UK