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The Money & Markets podcast brings you the latest personal finance and stock market insights to help you manage your investment portfolio.
To contact us visit ajbell.co.uk
For legal info visit ajbell.co.uk/disclosures.
To contact us visit ajbell.co.uk
For legal info visit ajbell.co.uk/disclosures.
355 Episodes
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The AJ Bell Money & Markets podcast celebrates its 7th anniversary with a bumper episode all about stocks, investing, wealth and more.
Dan Coatsworth and Danni Hewson chew over B&M’s recent woes, and plans by the new boss to get back to basics to win back customers. [2:05]
They also discuss fresh AI fever and the mega deals which are making the sector increasingly interconnected. You can hear about the latest tie-up between OpenAI and AMD, and how it fits in with other activity involving Nvidia. [8:30]
Sales of electric vehicles in the UK hit a record high in September with Chinese carmaker BYD enjoying an 880% jump so can Tesla’s new pricing structure win back motorists? Dan gives his thoughts. [14:10]
Danni has the latest on the UK motor finance scandal and how affected motorists might claim for compensation. [20:00]
Mike Glenister discusses a new petition from AJ Bell that calls for the government to stop meddling with the pension system. [25:30]
Alex Wright, Fund Manager of Fidelity Special Values, explains where he is finding opportunities on the UK stock market. [29:30]
Do you use delivery apps to order groceries? Danni has some bad news you need to hear. [46:30]
Finally, Dan talks to entrepreneur Charles Skinner about why some people call him the king of acquisitions. [52:37]
Sign AJ Bell’s petition to encourage the government to stop meddling with the pensions system https://petition.parliament.uk/petitions/740486
Welcome to the monthly bonus episode of the AJ Bell Money & Markets podcast all about investment trusts, presented by Dan Coatsworth and Hannah Williford. Kicking off the show is the news that activist investor Saba is back with new campaigns and talk of launching a new investment vehicle. [02:33]
It’s been a good year to invest in UK shares, and we’ve got two experts on the pod to explain how they find opportunities. Dan talks to Ian Lance from Temple Bar about how he’s delivered supersized returns, and why Smith & Nephew and Johnson Matthey have caught his eye. [12:58].
We also hear from James Harries, manager of the STS Global Income & Growth, about why the UK is such a big part of his portfolio, and why he likes insurance provider Admiral and consumer goods giant Reckitt. [26:07]
Hannah talks about some new figures that suggest Donald Trump’s policies have revived interest in ESG-related factors when investing, following a steady decline since 2022. [40:18]
Finally, Hannah chat with Dan Higgins from Majedie about bringing university-style endowment investment to the public. [45:45]
Charlene Young and Danni Hewson are your hosts this week, delving into the latest money and markets news. The US government has shut down for the first time since 2018, with Republicans and Democrats locked in a blame game over spending. Danni runs through what this means for markets, the economy, and workers facing unpaid shifts until Washington can agree on a deal. [01:33]
Back in the UK, it’s Labour Party conference week, Charlene and Danni discuss Rachel Reeves’ big speech and the market reaction. We also discuss revised GDP figures, and why households are saving more as economic uncertainty lingers. [06:53]
In company news, the CEO of GSK is stepping down, Exxon announces job cuts as part of a restructure, and Greggs serves up a mixed trading update after a summer sales wobble.[12:12]
Our guest interview this week is with Jacqueline Broers, Joint Portfolio Manager of the Utilico Emerging Markets Trust, which specialises in infrastructure and investment in emerging markets and has just celebrated its 20th anniversary. [20:59]. Finishing with personal finance, Charlene will outline what you should think about before accessing your pension tax-free cash and how to check if someone you know is missing out on the £1.5 billion in unclaimed child trust funds. [32:43]
The AJ Bell team talk markets, stocks, Lifetime ISAs, insurance, property and investing in this episode of the Money & Markets podcast.
Find out why Nvidia is investing billions of dollars in two companies. [1:00]. Dan Coatsworth reveals the key reason why shares in B&Q-owner Kingfisher went wild, and it’s not down to a new DIY boom. [3:28]
Greggs is opening a pub – is that bad news for Wetherspoons or just a marketing trick? Dan gives his thoughts. [5:30]
Consumer research group Which? says enough is enough with regards to how home and travel insurance providers are treating customers. Charlene Young explores this ‘super-compliant’ and what you can do if your insurer has treated you unfairly. [8:15]
The new intake of university students is settling into their new life, but there is a big cost of higher education. Dan chats about a growing trend for parents to help reduce the burden of debt on their children. [12:35]
Have you always dreamed of owning a bungalow? You’re not alone. Charlene talks about a shortage of bungalows in the UK and why both older and younger people want more of them built. [20:10
New figures reinforce widespread calls to reform the Lifetime ISA. Charlene explains all. [24:42]
Our special guest is Isaac Thong, portfolio manager of the Aberdeen Asian Income Fund. Danni Hewson talks to Isaac about why more investors are looking at this part of the world. [29:25]
It’s three years since the Truss/Kwarteng mini-budget which sent the bond market into meltdown. In this Deep Dive we’ll be looking into the nitty gritty of bonds while also discussing the big picture and asking why UK bond yields are so high, and what effect that may have on the budget in November.
(02:10) Laith and Danni are joined by Ian Aylward, head of investment partnerships at AJ Bell, to discuss what bonds are and what factors affect prices.
(17:39) Laith talks to Rupert Harrison, senior adviser at PIMCO and formerly Chief of Staff to George Osborne when he was Chancellor. Rupert gives his views on what is driving higher UK government borrowing costs and what the bond market wants from Rachel Reeves in the forthcoming budget.
(41:52) Ian, Laith and Danni talk about why people invest in bonds, and discuss the bond funds that are available to investors.
(53:13) Laith talks to Alex Ralph, fund manager of the Nedgroup Global Strategic Bond fund, about how she picks bonds and how she sees the market right now.
In this week’s AJ Bell Money & Markets podcast, we look at the latest interest rate moves in the UK and US and what they mean for markets, savers and borrowers [01:25]. Also in markets news we’ll take a look at the US-UK investment story, and dip into news that Alphabet has joined the $3 trillion club [07:50] and Trump and TikTok deal that means it stays in the US [10:14]. We then turn to the state pension triple lock, as the latest wage figures play a crucial role in setting next year’s increase [13:09].
Sticking with pensions, Charlene Young and Laura Suter discuss a new move from the taxman on pension tax relief and what it could mean for those claiming extra relief [17:45]. Charlene also delves into new AJ Bell research on how people’s expectations for retirement compare with the reality of what retirees actually spend [21:55].
Later in the show, Dan Coatsworth speaks with Ben Preston from Orbis Global Equity Fund about why he has less invested in the US than a typical global fund, why he’s backing the UK, and his investment in Nintendo [28:20]. Dan also interviews Daniel Avigad from Lansdowne European Special Situations Fund about whether investors have missed the boat on Europe’s strong stock market performance and why the owner of Ray-Ban is catching his attention [39:04].
On this episode of the AJ Bell Money & Markets podcast Dan Coatsworth and Danni Hewson are joined by AJ Bell’s pension guru Rachel Vahey ahead of pension awareness week.
They discuss a new advert fronted by former Eastender star Ross Kemp which hopes to persuade people to engage with their pension in the same way they engage with their physical fitness. Rachel shares some top tips to make sure your pension is fighting fit. [01:33]
In markets news, Dan digs into Anglo American’s gigantic bid to take over Canadian copper miner Teck Resources [19:46]. Danni discusses why it’s a tricky time for UK retailers like Dunelm and Primark [23:00]. As Tesla’s share of the US electric vehicle market falls to an eight-year low, the pair assess Elon Musk’s proposed $1 trillion pay deal. [27:51]
Find out how geopolitical instability is affecting markets [33:00] and learn how investors reacted to a judge temporarily halting Donald Trump’s firing of Federal Reserve governor Lisa Cook ahead of next week’s US interest rate decision [35:06]. Dan also discusses the companies going in and out of the UK’s top stock market indices. [39:15]
This week’s special guest is George Bennett, chief executive of Rainbow Rare Earths who discusses how his company hopes to take advantage of demand for minerals crucial to technology we use daily. [41:42]
The AJ Bell Money & Markets podcast is back after the summer break, with Charlene Young and Danni Hewson unpacking the big stories shaping markets and personal finance. We kick off in the UK, where inflation has jumped again, and a reshuffle in the Prime Minister’s economic team has sparked fresh Budget rumours – including a possible bank windfall tax that sent shares sliding [11:20].
Across the pond, all eyes are on the Federal Reserve [15:20], while Donald Trump’s tariffs face a legal challenge that could reset trade dynamics.
We then dive into a timely interview: Danni speaks with Marcus Jennings, fixed income strategist at Schroders, about why UK gilt yields have jumped to 30-year highs and what that means for borrowers, investors and the government’s finances [22:40].
In company news, we cover Nestlé’s search for a new CEO, BYD’s profit stumble[37:00], and Alibaba’s AI push – with Nvidia back in the spotlight as AI momentum shows no sign of cooling. Finally, Charlene looks at the back-to-school squeeze on family finances and explains how the September extension of free childcare hours could help parents – and who misses out. [46:20]
In this week’s Money and Markets podcast, Tom Sieber and Charlene Young discuss the latest twist in the tariffs saga as the US and Japan announce a deal and explore the early results from the US earnings season, with updates from JPMorgan, Citi, Coca-Cola and Netflix [04:04].
They also look ahead to what investors can expect from the big tech names due to report next week, including Microsoft, Apple, Amazon and Meta [10:12].
They also discuss a major proposal from the London Stock Exchange to introduce 24-hour trading and what that could mean for retail investors [12:20] and there’s boardroom news at BP as the energy giant appoints a new chair [14:04].
Back in the UK, the government has announced the final proposals around pensions and inheritance tax [16:08], and the State Pension age is also under review again [24:02].
This week’s episode also features two interviews: Martin Gamble speaks to Jacopo di Nardo from Latitude Investment Management about Diageo and the impact of the recent CEO departure [27:27], and Dan Coatsworth talks to Schroder Asia Pacific portfolio manager Abbas Barkhordar about the vibe in Asia around those US tariffs [40:44].
Finally, with summer holidays in full swing, Tom and Charlene look at a story involving Ryanair, oversized luggage, and a rather inventive employee bonus scheme [51:47].
Note: The podcast is taking a short summer break and will return in early September.
In this week’s AJ Bell Money and Markets podcast, Laith Khalaf and Tom Selby dive into what’s been moving in markets, from the FTSE hitting 9,000 (01:17) to Bitcoin hitting a record high [04:10].
We’ll also be talking through the latest inflation figures to come out of the UK and US and what that might mean for interest rates [11:25].
The Chancellor has delivered her annual Mansion House speech to the city, and there were a lot of big changes announced. Laith and Tom discuss ISAs [14:52], boosting retail investing and changes to the banking and mortgage market [29:42].
Finally we have an interview with Lynda Shillaw, CEO of the property development company, the Harworth Group, about trends in the sector and Harworth’s promotion to the FTSE 250 [34:20].
1In this week’s AJ Bell Money and Markets podcast, Charlene Young and Danni Hewson dive into the latest financial news, from Trump’s latest tariff manoeuvres [02:00] to Elon Musk’s surprise announcement of a new US political party and what that could mean for Tesla [08:47]. They explore how markets are responding to these unpredictable headlines, including the impact on copper prices [06:00] and the so-called "TACO trade."
Back in the UK, there have been some big developments affecting housebuilders [12:57], an underwhelming preview from Shell [14:58], and pressure mounting on the government’s finances [17:39] — particularly the ballooning cost of the State Pension triple lock.
The episode also sheds light on a worrying HMRC issue: over 600,000 people have been fined for not filing tax returns despite owing no tax [21:31]. Later in the show, Shares magazine’s Tom Sieber spotlights his investment trust dividend heroes [24:51], and James Flintoft joins Danni to analyse AJ Bell fund performance in Q2 and what may shape markets in the second half of 2025 [29:13].
It’s time for your monthly bonus episode of the AJ Bell Money & Markets podcast all about investment trusts. Kicking off the show is Tom Sieber on the wave of trust takeovers. [01:25]
We’re going big on income in this episode of the podcast. Dan Coatsworth talks to Joe Dowling from the Invesco Global Equity Income Trust on how he finds opportunities to help generate a steady trickle of cash for shareholders. [04:17]
Dan also talks to Iain Pyle from Shires Income on alternative ways of generating an income than simply having a portfolio of dividend-paying shares. [18:15]
Laith Khalaf and Tom talk about trends with premiums and discounts in the investment trust world. [30:47]
Finally, Dan talks to Richard Staveley from Rockwood Strategic on what it takes to find stocks that make you five to 10 times your money. [39:53]
This week’s episode of the Money & Markets podcast explains why Sainsbury’s and Greggs are experiencing different fortunes. [00:48]
Charlene Young addresses the latest rumours about income tax and a potential cut to Cash ISA allowances. [06:12]
Dan Coatsworth explains why Lifetime ISAs are back on the political agenda. [13:36]
New data suggests there is a serious problem of takeover news being leaked before official announcements. Dan dives into this topic. [18:55]
If you’re one of the growing number of people selling goods on Vinted or Ebay, Charlene considers the level of sales that attract the tax man’s attention. [22:40]
As schools prepare to break up and people take time off work for their summer break, the podcast reveals a worrying scam aimed at holidaymakers. [25:50]
The clock is ticking on the end of Trump’s 90-day tariff negotiations, so Dan considers what could happen next and how markets might react. [28:59]
This week’s special guest is someone directly impacted by the new tariff regime. Greg Eckel invests in Canada and he talks to Tom Sieber about the impact of Trump’s policies and the long-term prospects for Canadian stocks. [32:46]
This week on Money and Markets, Dan and Laura break down how Middle East tensions are shaking up oil, gold, and travel stocks [1:45], and what the latest results from FedEx and Halfords tell us about consumer confidence and global trade [7:00].
In our personal finance section, we explore the cut to Premium Bond prize rates and why loyalty to your savings account might be costing you [13:00]. We also look at the rise of companies putting Bitcoin on the balance sheet [23:50] - and share a strange new scam story you’ll want to hear [57:04].
Our interview is with the team at Evenlode, discussing why their global equity funds are cautious on the US and why they avoid the obvious bets [34:44]. And we wrap up with a spotlight on Rosebank, the Melrose spinoff that just raised £1.1 billion in one of AIM’s biggest fundraises in years [47:31].
Warren Buffett is the world’s best known investor, but at the tender age of 94, he’s recently announced he’ll be stepping down as CEO of his investment vehicle, Berkshire Hathaway. In this Deep Dive by AJ Bell Money and Markets, Laith Khalaf and Russ Mould discuss Buffett’s investment strategy, and how everyday investors can apply it to their portfolio.
Laith and Russ talk through some of the key investing principles of Warren Buffett, delving into whether he is really a value investor, and asking if Buffett is right when he says diversification is protection against ignorance. We also look at the importance of a buy and hold strategy and staying within your circle of competence.
We’re joined by Keith Ashworth-Lord, manager of the Sanford DeLand Buffettology fund, to explain what Buffettology is, and how he applies Buffett’s principles to investing in the UK stock market.
Laith and Russ discuss some more of Buffett’s investing tips, such as whether most people should buy a tracker fund, and if crypto really is ‘rat poison squared’.
On this week’s episode of the AJ Bell Money & Markets podcast, Danni Hewson and Dan Coatsworth assess recent oil price moves as the conflict between Israel and Iran intensifies and consider how hikes could impact global inflation. [04:21]
Could the UK be heading for “stagflation” as the economy shrinks? Danni checks out the latest growth and inflation data. [08:49]
Get the latest insight on corporate news. Profits are under pressure at equipment maker Ashtead ahead of the company moving its main stock market listing to New York. The US and UK might have finally rubber stamped a deal on cars and jet engines but Jaguar Land Rover has already slashed its forecasts. With defence stocks in fashion, Dan and Danni consider why one company, RC Fornax, has issued an earnings warning. [17:53]
As AIM celebrates its 30th birthday, Dan looks at companies past and present, while Tom Sieber from Shares Magazine explains why a lot of companies have become disheartened with the junior market. [25:30]
Bank of America’s latest survey into how fund managers are positioning portfolios makes for fascinating reading as markets remain volatile. [32:10]
Our guest interview features Emma Moriarty from Capital Gearing Trust who discusses why markets are moving higher yet economic forecasts are moving lower. [34:57]
The podcast also talks about the choice of savings products hitting record highs but some rates are at a two-year low [47:30]. The team also explain why Which? is urging shoppers to consider protections when using “pay by bank”. [50:42]
In this week’s episode of the AJ Bell Money and Markets podcast, Charlene Young and Danni Hewson unpack the latest UK jobs and retail sales figures [1:45]. Tom Sieber joins the show to discuss the growing trend of companies leaving the London stock market, and what can be learned from the takeover of Alphawave [12:50]. Other big corporate stories include the resignation of WPP’s boss, M&S taking online orders again and the split of Warner Bros and Discovery [21:25]. Talking break ups, we’ve got the latest on the spat between Donald Trump and Elon Musk.
Charlene looks at the detail behind the government’s announcement that 9 million pensioners will get the winter fuel payment this year [30:00] and what it might mean for future tax policy. The FCA has led an international effort to crackdown on unregulated financial influencers. [37:30]
This week’s AJ Bell Money & Markets podcast digests gloomier economic forecasts. Dan Coatsworth explains why investors are still fired up by the defence sector. [04:00]
Charlene Young reveals how much you need to enjoy a certain lifestyle in retirement. [07:55]. She also goes through the mailbag to answer your questions about pensions. [14:10]
Fancy some free shares? There is a growing trend for investors to be gifted stock as companies break into two. Dan Coatsworth has all the info on this week’s podcast. [28:00]
The pod team talk about record inflows into Cash ISAs [33:15], and reveal which age group is benefiting the most from a drop in car insurance prices. [35:11]
Finally, we’re joined by fund manager Laura Elkin who runs AEW UK REIT. Dan quizzes Laura about the latest trends in the UK commercial property market and how the investment trust has helped to bring a former Wilko store back to life. [37:35]
Dan Coatsworth and Laith Khalaf bring you a bonus edition of the AJ Bell Money & Markets podcast, all about investment trusts.
The pair answer your questions about trusts and talk to a range of experts about fascinating things happening on the market.
Dan chats to Muzo Kayacan and David Barron from BlackRock American Income about the investment trust’s shift to using AI to help find opportunities on the market.
Martin Gamble talks to Mark Boggett from Seraphim Space about why this investment trust is an alternative way to play the defence sector. Martin also debates Bill Ackman’s Pershing Square Holdings with Shares magazine’s Tom Sieber.
Finally, we’ve got Simon Barnard on the show to talk about Smithson, the small cap little sister to Fundsmith Equity Fund. Simon talks about narrowing the focus of the trust and why he doesn’t believe having half the portfolio in the US is a currently a problem.
This week on the AJ Bell Money and Markets podcast, Charlene Young and Tom Sieber unpack Trump’s latest tariff U-turn [02:10] and UK growth forecasts from the IMF that also came with a warning for the Chancellor about her fiscal rules [04:25]. The energy price cap is falling and the Prime Minister says he wants more people to get the winter fuel payment. But as Charlene explores, there is little detail about how and when, and the options on the table might not be a silver bullet [07:05]?
Tom reviews Tesla's struggles in Europe [11:28], and why the market reacted negatively to Games Workshop’s rising profits [14:10].
Dan Coatsworth interviews Ian Lance from Temple Bar Investment Trust on UK stocks and BP takeover talk[18:07], and Tom Sieber sits down with Ian Conway of Shares magazine to discuss the whispers that London Stock Exchange is considering an overseas listing [32.33]. In our second interview, Charlene talks to financial planner, podcaster and author Pete Matthew as he shares insights on retirement planning from his new book [45.01].
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I cannot agree with Tom Selby about the benefits of pensions. Firstly, being able to pass on your pension pot tax-free if you die before the age of 75 is not really advantageous. Only a tiny percentage of people die before they are 75 in the UK. So the vast majority of people will be passing on a major asset that then gets taxed. Secondly, his suggestion that people exhaust all their other assets before taking their pension assets is nonsense for most people. What people should do is build maximum ISA balances , even if that means drawing from their pension. The ISA allows people to build up large tax-free incomes, which combined with a State Pension of £10.6k means people can then enjoy a high level of tax-free income in retirement. And if they need cash quickly they can take if from the ISA without any tax considerations. For these reasons I think the comments made by Tom are not correct for most people in the UK.
This subject keeps coming up in Britain repeatedly. In the very early 1980s exactly the same approach was being suggested. I visited a number of schools to meet with the "school leavers" groups, and handed specimens of wage slips. Nobody knew where any of the figures came from. Over 3 lessons I taught them about gross & net pay, income tax, national insurance & pension deductions, and how to check if the deductions were correct. It didn't take long. This is the kind of integrated mathematics that should be incorporated into the curriculum....yet here we are more than 40 years later still talking about youngsters & poor mathematics skills.
It's great news that there are new rules on crypto advertising. But this podcast didn't mention any regulatory body that in the UK that investigates crypto scams and preferably has a track record in recovering monies for those scammed. Can you do a segment on this please?
it was really good to hear a sensible discussion on social care costs for rhe elderly. great podcast
the volume on all AJB podcasts seem to be very low. settings are to max but I still miss so much. no issues with other podcasts, please look at production. Or am I alone on this?