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 financ…

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.

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…

Is this the secret to balancing cash and investments in retirement?

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 financ…

Market news today - two way pull continues

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 a…

Double tax? 9 steps to tackle the IHT change coming for your pension

Today on the show - a potentially very important change is coming affecting pensions and the Inheritance Tax on them. For those affected it could require a complete overhaul of their financial plans for retirement. Marianna Hunt is here to explain and offer up some steps to take now in order to mit…

Market news today - markets at a crossroads

This week in the markets: shares and bonds stand at a watershed as earnings soar on the back of the continuing AI investment boom but the Middle East conflict casts a persistent cloud over the economic outlook. Fidelity’s Tom Stevenson reviews the stories moving markets.

10 years of Premium Bonds vs. shares - which one wins?

Today on the show - Premium Bonds continue to be the most popular financial product in the country - but do they deserve that status? Jemma Slingo is here to explain how Premium Bonds have stacked up versus other homes for your money over the past decade. Ed Monk is joined by Jemma to provide a we…

Market news today - tech stocks back on the front foot

This week in the markets: a busy few days beckon as technology stocks drive the market to new highs; earnings season accelerates with a focus on results from the Magnificent Seven; and it’s a big week for central bank rate decisions. Fidelity’s Tom Stevenson reviews the stories moving markets.

Markets defying gravity? The indicators for what happens next

Today on the show - why have markets stormed back to new highs despite such ongoing risk and uncertainty? And which indicators should investors watch for what happens next. Tom Stevenson is here to explain.  Ed Monk is joined by Jemma Slingo to provide a well-balanced take on the latest financial …