60/40 portfolio: does it still work?

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’s ‘big, beautiful bill’ and investors await key economic data. Fidelity’s Jemma Slingo reviews the stories moving markets.See omnystudio.com/listener for privacy information.

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 data and struck on some remarkable findings - both good and bad for ‘small caps’ investors. Host Andrew Oxlade is joined by Jemma Slingo and Richard Evans to a 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.

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 data and struck on some remarkable findings - both good and bad for ‘small caps’ investors. Host Andrew Oxlade is joined by Jemma Slingo and Richard Evans to a 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.

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 deficits waits in the wings. Fidelity’s Tom Stevenson reviews the stories moving markets.See omnystudio.com/listener for privacy information.

This week we look at the most powerful forces you’ll ever come across in finance. It’s the importance of reinvesting dividends. We’ve crunched the numbers to see what difference that makes to returns in the UK and the US and found some quite surprising results. Host Andrew Oxlade and Tom Stevenson a 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.

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’s central banks announce interest rate decisions. Fidelity’s Tom Stevenson reviews the stories moving markets.See omnystudio.com/listener for privacy information.

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 investors are increasingly willing to look further afield for their returns - but should they? 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.

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 trouble in the bond market and the UK Government reviews spending. Fidelity’s Ed Monk reviews the stories moving markets.See omnystudio.com/listener for privacy information.

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 it can’t? 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.

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 look beyond US supremacy; and will value have its moment in the sun? Fidelity’s Tom Stevenson reviews the stories moving markets.See omnystudio.com/listener for privacy information.