Episodes
On this week’s episode, Charlene Young and Laith Khalaf talk you through the impact on business of rising National Insurance and minimum wage bills. Plus labour market data for the period to September showed us the gloomy reality for businesses before the Budget as stalling investment and hiring plans fueled rising redundancies and unemployment.
The Bank of England voted 8-1 to cut interest rates last week but forecasts published alongside the announcement give us an insight into just how...
Published 11/15/24
On this week’s episode of the AJ Bell Money & Markets podcast, Danni Hewson and Charlene Young assess the market reaction to Donald Trump winning the US presidential election and heading back to the White House.
There have been some clear winners and losers as investors pile into so-called “Trump Trades” with bitcoin, banks and Tesla among the biggest gainers.
The potential for a tariff fuelled trade war has sent stocks like Diageo down whilst the renewable sector is also under pressure...
Published 11/08/24
This month’s bonus podcast from the AJ Bell Money & Markets team on investment trusts explores the underperformance at the UK’s biggest investment Trust, Scottish Mortgage, and looks at why investors are becoming less enthused with ESG.
Danni Hewson catches up with Dale Nicholls, manager of the Fidelity China Special Situations Trust to talk about Chinese stimulus measures and the potential impact of the US election on the Chinese economy.
Meanwhile Dan Coatsworth talks to Ian “Franco”...
Published 11/04/24
The AJ Bell Money & Markets podcast team react to Chancellor Rachel Reeves’ Budget, explaining how the new rules affect consumers and businesses.
There was a lot of speculation about big changes to the tax system so Danni Hewson, Charlene Young and Dan Coatsworth cover off the main points, explaining which rates are changing and which ones are staying the same. This includes big news around capital gains tax and inheritance tax.
There is some good news on ISAs and pensions, and Dan...
Published 10/30/24
On this episode of the AJ Bell money and markets podcast Danni Hewson is joined by Shares Magazine editor Tom Sieber to pick through the most interesting points of this earnings season so far. From the re-jig of the menu at Starbucks from the new man in charge as sales keep falling to a Netflix subscription slowdown, Tesla’s return to better form and in the UK Hollywood Bowl’s mega strike. Mike Asheley set’s his sites on running Boohoo and Boeing’s back on the back foot after employees...
Published 10/25/24
On this week’s AJ Bell Money & Markets podcast, Danni Hewson and Charlene Young assess the market reaction to a large fall in UK inflation which has raised expectations that the Bank of England might cut rates twice before the end of the year. They’re joined by Tom Selby, AJ Bell’s director of public policy, to discuss ongoing Budget speculation which has unsettled many pension savers and prompted AJ Bell to call on the Treasury to commit to a pension tax lock. They also discuss the...
Published 10/18/24
On this week’s episode of the AJ Bell Money & Markets podcast Danni Hewson and Laith Khalaf discuss if Google could really be broken up. It’s something the US government has asked a court to consider over concerns over its dominance of the search space.
They also discuss why our waning appetite for snacks has taken a bite out of PepsiCo’s sales and why a cost shock sent UK housebuilder Vistry’s shares tumbling.
We hear from Ryan Hughes, managing director of AJ Bell Investments, about why...
Published 10/11/24
This month’s bonus podcast from the AJ Bell Money & Markets team on investment trusts explores two different ways to add a flavour of private equity to ISAs and pensions.
We talk to Oakley Capital Investments’ Steven Tredget about tapping into private equity funds, while Gresham House’s Ken Wotton, fund manager of Strategic Equity Capital, explains how to apply private equity investment techniques to public markets.
Dan Coatsworth talks to Emma Bird, head of investment trust research at...
Published 10/07/24
This week’s episode of the AJ Bell Money & Markets podcast discusses scams and how banks and big tech companies are working together to protect consumers and stop people losing money.
Dan Coatsworth chats about the divergent fortunes for Nike and JD Sports as they issue their latest financial results.
Laith Khalaf explains the big changes to energy bills and what people can do if they are struggling financially.
Shares magazine’s Ian Conway and Martin Gamble take a seat at the bar to talk...
Published 10/04/24
On this week’s episode of the AJ Bell Money & Markets podcast: Dan Coatsworth looks at the market reaction to China’s stimulus package to boost growth and a six-times earnings mortgage announcement from Nationwide.
Charlene Young talks us through a cliff-edge in the tax system that could lose high earning parents up to £20,000 in childcare support and how pension contributions can help you claim money back. Also, how to check if you've got over £2,000 in a child trust fund you didn’t...
Published 09/27/24
On this week’s episode of the AJ Bell Money & Markets podcast: interest rates have dominated the news agenda so Danni Hewson unpacks what the big rate cuts in the US mean for investors around the world.
Changes to rates now or potentially in the near future mean interest rates are also changing on cash savings. The podcast team take a look at the latest trends and why the financial regulator has issued a warning to the public about cash. The team also chat about the tax implications of so...
Published 09/19/24
This week’s AJ Bell Money & Markets podcast debates big news for people in retirement. Charlene Young reveals by how much the state pension will rise and who is eligible for the full uplift.
Dan Coatsworth chats about Apple’s new version of its iPhone and how its share price has moved on average before and after previous upgrades to its flagship product.
You can hear about the latest economic and markets news, including takeover activity involving Rightmove and Centamin, and why shares in...
Published 09/13/24
The AJ Bell Money & Markets podcast is back with a bumper episode looking at the market wobbles at the beginning of August and September amid fears about the strength of the US economy and a slowing of Nvidia’s AI growth story.
Danni Hewson and Laura Suter also discuss the potential path of interest rate cuts as well as discussing some interesting M&A activity including Rupert Murdoch’s REA Group’s plot for UK property platform Rightmove.
Hot off the heels of Rightmove’s takeover...
Published 09/06/24
Lots of investors are increasingly turning to cheap tracker funds which means the pressure is on investment trusts to not only outperform the market and prove their worth, but also make their charges more competitive. Dan Coatsworth talks to Annabel Brodie-Smith from the Association of Investment Companies about this topic and to find out which trusts have the highest and lowest costs for investors.
Paul Niven, manager of retail investor favourite F&C Investment Trust, is on this week’s...
Published 09/02/24
On this episode of the AJ Bell Money & Markets podcast, Danni Hewson and Charlene Young dig into the market meltdown that followed disappointing results from ‘Magnificent Seven’ club members Tesla and Alphabet.
They discuss the negative impact of electric vehicle production on Ford and Nissan and why GM is delaying its plans to build a green Buick.
Ryanair profits tumble as it cuts back on fare hikes, but EasyJet is ramping up for a record summer. Get the podcast team’s take on the...
Published 07/26/24
With gold have just hit a new record high, don’t miss this week’s episode of the AJ Bell Money & Markets podcast where Dan Coatsworth talks to Rob Crayfourd from the Golden Prospect Precious Metals Fund. The pair discuss gold’s ascent and why there might be a big turning point for the gold mining sector on the horizon.
We’ve seen some big movements on the US and UK stock market over the past week linked to geopolitical issues, inflation and jobs data. Dan analyses the market reaction and...
Published 07/18/24
In this episode of the AJ Bell Money and Markets podcast, Laura Suter and Tom Sieber dive into the latest consumer spending trends from Barclays, revealing how economic pressures are shaping our financial habits, and they discover how saving money can improve your sleep and mental health.
They also deliver the latest updates on housebuilders Vistry and Barratt Developments amid planning challenges and rising costs, preview the upcoming US second quarter reporting season, highlighting key...
Published 07/12/24
On this week’s episode of the AJ Bell Money & Markets podcast Dan Coatsworth and Laura Suter assess the market reaction to a Labour landslide.
Charlene Young and Danni Hewson discuss how the Fed comments and new economic data has driven a new rally in US and Asian markets amid hopes of interest rate cuts.
They look back on the big investing themes of the year including AI and UK takeovers, while also updating on the latest news from Tesla whose sales fell less than expected and how...
Published 07/05/24
This month’s bonus podcast on investment trusts dives into the world of technology. Steve Frazer chats with Mike Seidenberg from Allianz Technology Trust about the latest trends in the space, the hype around AI including Nvidia, and what’s on the fund manager’s mind at the moment.
Dan Coatsworth talks to Joe Bauernfreund from AVI Global about the world of activist investors and why he has taken stakes in Reckitt and Entain.
Tom Sieber chats with Urban Logistics’ Justin Upton about the...
Published 07/01/24
This week’s AJ Bell Money & Markets podcast goes big on pensions. Charlene Young, Tom Selby and Laith Khalaf discuss some of the key issues you need to understand, whatever age you are.
Dan Coatsworth and Danni Hewson discuss what’s been a volatile week for tech stocks with AI chipmaker Nvidia losing billions of dollars off its market value, and Microsoft and Apple potentially facing huge fines from EU regulators.
As Shein edges closer to a London listing, the podcast team debate why...
Published 06/28/24
In the latest AJ Bell Money and Markets podcast, Dan and Laura begin with the UK inflation rate reaching the Bank of England's 2% target, exploring its implications for interest rates. They also discuss Nvidia's remarkable rise to become the world’s most valuable company, and shifts in market shares among supermarkets. Laura brings some analysis of the political party manifestos for the upcoming election, including Labour's plan to introduce new banking hubs. The duo also look at the recent...
Published 06/20/24
On this episode of the AJ Bell Money & Markets podcast, Danni Hewson and Tom Selby dig through the general election manifestos and assess what the measures might mean for your money.
From further cuts to National Insurance and the pension “Quad-lock” proposed by the Conservatives to Labour’s decision not to bring back the lifetime allowance and the Lib Dem’s proposal to reform capital gains tax, the podcast has all the important details.
Danni looks at a plethora of economic data...
Published 06/13/24
Have you ever thought about delaying the point at which you start collecting the state pension? If so, don’t miss this episode of the AJ Bell Money & Markets podcast as Rachel Vahey chats about the pros and cons of going down this route.
Danni Hewson and Dan Coatsworth discuss a plethora of good news from the retail sector including updates from Zara-owner Inditex and discounter B&M. They also explore why WH Smith has revived the Toys R Us brand in its UK stores.
The nation continues...
Published 06/06/24
In this episode of the AJ Bell Investment Trust show, Dan Coatsworth talks to Emma Bird from Winterflood about why certain investment trusts trade below their value of their assets.
Martin Gamble and Ian Conway conduct a deep dive into City of London Investment Trust and why it is so popular with investors. Tom Sieber explores Scottish Mortgage’s latest financial results and chats about the best and worst performing trusts year-to-date.
Ever wondered what’s the difference between an...
Published 06/02/24