Episodes
This week -  can there really be any truth to the old city adage - Sell in May and go away, don’t come back till St Leger’s day’? If you think there is then you’ll be looking to get out of the market about now - but do the numbers back up that decision? We’ll be looking at ‘sell in may, and investing superstitions in general, today. 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...
Published 05/01/24
Published 05/01/24
 Fidelity's Tom Stevenson reviews the stories moving markets. This week in the markets: shares hold up despite hot competition from rising bond yields; earnings season beats expectations; commodities eye another supercycle; and the world gets used to a stronger dollar. See omnystudio.com/listener for privacy information.
Published 04/29/24
This week - is the US market undergoing a reality check? A sell-off in April, and a nasty dip for the magnificent 7 last week in particular, have investors asking that question. What’s driving it - and it is it all bad news? 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...
Published 04/23/24
 Fidelity's Tom Stevenson reviews the stories moving markets. In the markets this week: shares retreat on geo-political tensions and interest rate fears; and earnings season gets into full swing with the Magnificent Seven in focus. See omnystudio.com/listener for privacy information.
Published 04/22/24
This week, we’re taking the temperature of markets after a weekend of worrying geopolitical news. How will the tension in the Middle East affect economies - and what can or should investors do to mitigate geopolitical risk? And then - our semi-regular check in on Premium Bonds - what is the case for them now? 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...
Published 04/17/24
Fidelity's Tom Stevenson reviews the stories moving markets. This week in the markets: shares remain stable in the face of escalating geo-political concerns; the dollar rises as rate cuts are taken off the table; and investors prepare for first quarter earnings season. See omnystudio.com/listener for privacy information.
Published 04/16/24
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 focused on the sustainability of recent market gains, the impact of elections on either side of the Atlantic, the best source of income and much else besides. 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...
Published 04/11/24
Fidelity's Ed Monk reviews the stories moving markets. This week in the markets: UK shares return from the Easter holidays with a spring in their step with oil and gold on the rise; the US ebbs back on rate fears and markets await new inflation and jobs news. See omnystudio.com/listener for privacy information.
Published 04/02/24
Today on the show, markets are hitting new highs around the world - what fear should that hold for investors? Well look at what history tells us about investing near the top of the market. And then - with the end of the financial year in view - we’ll take a mathematical look at that vital question - ISA or pension? 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...
Published 03/27/24
Fidelity's Tom Stevenson reviews the stories moving markets. This week in the markets: shares enjoy the best week in months as central banks signal interest rate cuts; the UK starts to attract bargain hunters; and corporate bonds are in favour as investors seek to lock in higher rates. See omnystudio.com/listener for privacy information.
Published 03/25/24
This week, what explains the UK stock market’s pedestrian performance versus its peers over the last two decades - and is there a case that it can, finally, catch up? 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...
Published 03/20/24
Fidelity's Tom Stevenson reviews the stories moving markets. This week in the markets: all eyes on interest rates as central banks meet on either side of the Atlantic and in Japan. See omnystudio.com/listener for privacy information.
Published 03/18/24
This week, where can investors look as markets get ever-more concentrated? The dominance of the US stock market - and a small group of companies within that market - means plenty are wondering how to hedge their bets. Fascinating new analysis offers some answers, and that’s our focus today.  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...
Published 03/12/24
Fidelity's Tom Stevenson  reviews the stories moving markets. In the markets this week: the rally finally broadens out; bitcoin and gold both hit new records; and the pound rises as UK starts to look safe and boring. See omnystudio.com/listener for privacy information.
Published 03/11/24
Today on the show we’re reacting to the Budget - potentially the last set-piece financial statement from the Government before a General Election. There were eye-catching measures on National Insurance and a new UK ISA for investors to get excited about - but will it be enough to move the dial politically. 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...
Published 03/07/24
This week, Fidelity's Tom Stevenson  reviews the stories moving markets. In the markets this week: markets edge further into record territory; the focus shifts from interest rates to earnings; while here in the UK, all eyes are on the Spring Budget. See omnystudio.com/listener for privacy information.
Published 03/04/24
This week, the start of the year has been strong for stock markets - but has it been too strong? Some are beginning to ask whether the extreme gains made at the top of global markets is - in fact - the sign of a ‘melt up’ in share prices - the last leg before the bubble bursts. Are they right? 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...
Published 02/27/24
This week, Fidelity's Tom Stevenson  reviews the stories moving markets. In the market this week: bullish sentiment spreads around the world on the back of Nvidia’s blockbuster results announcement; earnings are heading in the right direction; and global house prices bounce back. See omnystudio.com/listener for privacy information.
Published 02/26/24
This week, how worried should investors be that the UK has now fallen into recession? How have markets typically behaved when the economy starts to shrink and what can investors do to ride it out? 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...
Published 02/20/24
Fidelity’s Tom Stevenson reviews the stories moving markets. In the markets this week: are we re-running the dot.com bubble; how are investors playing the China rout; and how have investors revised their interest rate expectations? See omnystudio.com/listener for privacy information.
Published 02/19/24
This week, how much do you need to give yourself a comfortable retirement, and will you need to work into your 70s to get it? There have been important contributions to the debate on the future of retirement in the past week and they are our focus today. 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...
Published 02/14/24
This week, Fidelity's Emma-Lou Montgomery reviews the stories moving markets. In this week’s market update: Will UK and US data gives us an update on when we can expect interest rates to start falling in the UK and the US. A trio of speeches by central bankers, including the Bank of England’s Andrew Bailey will be closely watched. And keep an eye out for updates from the UK’s utilities companies, the European banks and US consumer goods manufacturers. See omnystudio.com/listener for privacy...
Published 02/12/24
Fidelity’s Tom Stevenson reviews the stories moving markets. In this week’s market update: Jerome Powell pours cold water on optimistic interest rate hopes; tech stocks surge on the back of strong results; and China polarises the bulls and bears. See omnystudio.com/listener for privacy information.
Published 02/05/24
This week, we’re splitting our attention between two stories from this week - first, the latest round of rate-setting meetings on both sides of the Atlantic. Will the market get what it wants with some dovish words from central bankers? And then we’ll take a look at China, where the stock market has been a disappointment for its backers over the past year - but does now represent a good time to buy? Host, Ed Monk, and his occasional guests provide a well-balanced take on the latest...
Published 01/30/24