Claim OwnershipAJ Bell Money & Markets
Subscribed: 838Played: 52,954
Subscribe
© Copyright 2021 All rights reserved.
Description
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.
348 Episodes
Reverse
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].
On this week’s AJ Bell Money & Markets podcast, Dan Coatsworth and Tom Sieber explore some big names on the UK and US stock market following a spate of corporate updates over the past week. They chat about Guinness maker Diageo, sausage roll giant Greggs, and a trio of American firms which have given us a fascinating insight into the state of the US consumer. [6:05]
Marks & Spencer has laid out the potential hit to profits from its recent cyber-attack and it’s a hefty sum. Dan has all the details and he talks to fund manager Ian Lance from Temple Bar Investment Trust to get a shareholder’s perspective on the incident. [14:30]
Hear about the new threat to Next and Dunelm as a US home furnishings giant prepares to make its UK debut. [21:15]
Dan chats about an important development in the buy now, pay later industry [25:20] and why there is some relief for certain victims of scams. [29:20]
Tom has a fascinating insight into the UK property market as more Americans look to move to the UK. [32:05]. Tom also talks about big moves in the cash savings market. [34:50]
Finally, don’t miss the second part of our interview with Edinburgh Investment Trust’s Emily Barnard who explains how AstraZeneca differs from GSK, key achievements from both companies, and where they might go next. [37:30]
On this week’s episode of the AJ Bell Money and Markets podcast Danni Hewson and Charlene Young take stock of which trade deals have been struck in the wake of Donald Trump’s tariff policies and assess how markets and some of those big US stocks like Nvidia have performed.[2:09]
A week after the Bank of England cut its base rates they consider where interest rates are likely to go next and whether the cut has been passed on in the form of mortgage and savings rates. [11:58]
Latest data shows the UK labour market is showing further signs of strain but the weather’s given consumer spending a boost with positive updates from Wickes, Marston’s, On the Beach and Next. [18:27]
Marks and Spencer has updated markets on the cyber-attack which is still preventing online deliveries from the high street stalwart but can it keep customers on side? [26:08]
Dan Coatsworth talks to Emily Barnard from Edinburgh Investment Trust about tariffs on the pharmaceutical sector and where AstraZeneca and GSK stand with weight-loss drugs [29:53]
And Tom Sieber from Shares Magazine has been talking to fund managers about the surprise retirement of investing legend Warren Buffett. [45:40]
Danni Hewson and Dan Coatsworth go deep into the world of tariffs on this week’s episode of the AJ Bell Money & Markets podcast. They’ll discuss the latest movements, the latest industries in the firing line, and what companies are now saying about the impact of tariffs on earnings and their outlook. [4:20]
While it might feel as if the business world is trying to catch its breath amid the tariff chaos, mergers and acquisitions are still being announced and Dan talks through some of the big ones that involve sliced bread, trainers and takeaways. [20:26]
Warren Buffett’s decision to step down as the boss of Berkshire Hathaway was headline news around the world and the team explain exactly why that’s a significant move. [29:40]
There’s some worrying news about many people not having enough money in retirement to enjoy even the most basic pleasures [34:49]. Danni also discusses why the bank of mum and dad are becoming even more important in the quest to get on the housing ladder. [39:50]
Finally, the podcast features an activist investor who has been involved in several campaigns involving the likes of logistics provider DX Group, polling specialist YouGov and luxury goods retailer Watches of Switzerland. Liad Meidar from Gatemore Capital puts forward his argument as to why activists aren’t the villain some members of the public make them to be. [44:40]
Get the latest on takeovers, wind-downs and manager changes in the world of investment trusts on this month’s special edition of the AJ Bell Money & Markets podcast. [1:25].
Dan Coatsworth chats about which trusts were in demand from AJ Bell customers during the past month’s mark turmoil. [9:15] Martin Gamble reveals which investment trusts were in and out of favour on a broader basis during this period. [13:09]
Dan talks to Ryan Lightfoot-Aminoff from Kepler Partners. about opportunities in Asia amid chatter that investors are looking for ways to dial down exposure to the US. [27:50]
Finally, Tom Sieber talks to Jim Strang from HgCapital Trust about the impact on tariffs on the tech companies and why Hg is focused on the more boring side of tech. [44:30]
This week’s episode of the AJ Bell Money & Markets podcast starts with some positive news for investors who managed to hold their nerve through the Liberation Day sell-off [01:32]. But Dan Coatsworth also has a stream of gloomy corporate updates from big firms cutting earnings guidance, seeing sales hit by tariffs, or just feeling the pinch as American consumers tighten their purse strings [05:39].
Russ Mould joins us to analyse the first 100 days of President Trump’s second term, with a focus on how markets have performed in that time compared to previous presidents [10:25].
Charlene Young looks at the £800 million state pension benefit scandal and explains who’s affected, and what you can do if you think you or someone you know might be owed money [19:59]. House prices dipped in April, after the changes to stamp duty went live and cost of living pressure rose [17:40]
You might have run into bother trying to shop with Marks and Spencer recently. Dan covers the cyber incident that has taken the spark out of the retailer [27:28]. And to round things off, the Shares Magazine team bring us the latest update from streaming giant, Spotify [34:29].
In this week’s AJ Bell Money and Markets podcast, Charlene Young and Laura Suter break down the latest headlines affecting your finances and investments.
We cover Tesla and Netflix earnings (05:11), how political uncertainty in the US is driving gold prices higher (03:22), and what NS&I’s latest savings rates mean for savers (14:29). Charlene reveals the real odds of winning with Premium Bonds after an FOI request (12:21), and Tom Sieber from Shares magazine joins to explore whether fund managers with hands-on industry experience hold a performance edge (09:39).
Dan Coatsworth speaks with Peter Fitzgerald from Aviva Investors about how rising tariffs are shifting investment strategies (19:16), and pensions expert Rachel Vahey explains how tax-free cash works when taking money from your pension (31:37).
On this week’s episode of the AJ Bell Money and Markets Danni Hewson and Tom Sieber from Shares magazine dig into what has been another ridiculously busy week for markets.
They track what’s been going over the past 7 days as what’s been dubbed by some as “Storm Donald” [1:50] has continued to buffet global stock markets. They discuss the 90-day pause for some countries, carve outs for things like smart phones which have boosted Apple.[6:00] But there’s huge uncertainty still and promises of further moves on semi-conductors and pharmaceuticals and the magnificent Nvidia has seen shares dive again after it said it would take a huge hit from controls on chip exports to China. [7:55]
With the UK potentially at the front of a queue for a trade deal with the US how are things looking when it comes to jobs and inflation, the pair chat through the latest numbers and assess what it might mean for interest rates and how the mortgage market is responding. [15:00]
We’ve also got a deep dive into the UK’s biggest supermarket Tesco from Steve and Ian from the Shares mag team [23:08], plus an update on AJ Bell funds from AJ Bell’s head of investment solutions James Flintoft [38:55] and Martin Gamble from Shares gives us the low down on two of the best fund managers you’ve probably never heard of - Nick Sleep and Qais (Zac) Zakaria from The Nomad Partnership. [47:40]
Download from Google Play
Download from App Store
United States
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?