Housebuilders under scrutiny of watchdog, tech stocks in focus and why Disney’s in the doldrums
Description
On this week’s AJ Bell Money & Markets podcast Danni is joined by new host, AJ Bell’s pensions and savings expert Charlene Young. The pair discuss the CMA’s announcement that it is investigating whether eight UK housebuilders including Barratt and Taylor Wimpey have been sharing commercially sensitive information that could have affected house prices.
Danni digs into whether Shein’s consideration of a London listing comes with warning signs and whether a bidding war could be about to start for electrical retailer Currys.
Charlene considers warnings by the IFS that the Chancellor must prove any tax cuts are affordable, and the good news that food price inflation is finally falling.
Dan Coatsworth has been chatting to a couple of people who know tech stocks inside out AND backwards – we’ll hear from Maneesh Bajaj from Brown Advisory’s US Flexible Equity Fund which is invested in most of the Magnificent Seven. Now the dust has settled, we’ve brought back George Dent from BNY Mellon Long-Term Global Equity Fund to talk about semiconductors.
Tom Sieber from Shares magazine also joins the show to consider if Disney has really lost its way.
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...
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...
Published 11/08/24