Money & Markets

Providing information to help you understand the markets, manage your portfolio and deal with your personal finances.

Money & Markets

Using a Lifetime ISA to help buy a house, the great fund liquidity debate and clampdown on mini bonds

27 min listen

--:-- / --:--

Using a Lifetime ISA to help buy a house, the great fund liquidity debate and clampdown on mini bonds

This week the team answer your first-time buyer questions and how to get more from Lifetime ISAs. They talk about whether you should be worried about liquidity in investment funds and why you may see fewer adverts for mini bonds. There is also an update on the UK and US stock markets and a look at the key movers and shakers. Presented by Shares’ Editor Daniel Coatsworth and AJ Bell’s Personal Finance Analyst Laura Suter. This week’s guest is Ryan Hughes from AJ Bell’s investment team.

All

16 December 2022
Fund manager picks and the year in review
On this year’s last episode of the money and markets podcast Dan Coatsworth, Danni Hewson, Laura Suter and Laith Khalaf share their thoughts about the year’s pivotal moments from Russia’s invasion of Ukraine to...

49 min listen

Money & Markets
16 December 2022
Fund manager picks and the year in review
On this year’s last episode of the money and markets podcast Dan Coatsworth, Danni Hewson, Laura Suter and Laith Khalaf share their thoughts about the year’s pivotal moments from Russia’s invasion of Ukraine to...

Money & Markets
8 December 2022
Your rights for train delays and cancellations, state pension review and CEO secrets
If your train journey has been disrupted by strikes, don’t miss this week’s podcast where Laura Suter will be talking about what rights you have regarding refunds and compensation.

Dan Coatsworth looks at the best and...

35 min listen

Money & Markets
8 December 2022
Your rights for train delays and cancellations, state pension review and CEO secrets
If your train journey has been disrupted by strikes, don’t miss this week’s podcast where Laura Suter will be talking about what rights you have regarding refunds and compensation.

Dan Coatsworth looks at the best and...

Money & Markets
2 December 2022
Bumper fund manager interviews, strikes, British Steel and...it’s coming home?
This week Danni and Laura have got a bumper interviews episode, with lots of great fund managers on to talk about the year that's (almost) passed and the year ahead. Amid signs that inflation could be near its peak, Dan...

Money & Markets
2 December 2022
Bumper fund manager interviews, strikes, British Steel and...it’s coming home?
This week Danni and Laura have got a bumper interviews episode, with lots of great fund managers on to talk about the year that's (almost) passed and the year ahead. Amid signs that inflation could be near its peak, Dan...

42 min listen

Money & Markets
29 November 2022
Nick Train on another challenging year for Finsbury Growth & Income, thoughts on Unilever’s CEO departure and why he remains optimistic
In a special bonus edition of the AJ Bell Money & Markets podcast, Dan Coatsworth talks to Nick Train about how his Finsbury Growth & Income Trust has fared in 2022.

Nick discusses performance, companies with pricing...

Money & Markets
29 November 2022
Nick Train on another challenging year for Finsbury Growth & Income, thoughts on Unilever’s CEO departure and why he remains optimistic
In a special bonus edition of the AJ Bell Money & Markets podcast, Dan Coatsworth talks to Nick Train about how his Finsbury Growth & Income Trust has fared in 2022.

Nick discusses performance, companies with pricing...

28 min listen

Money & Markets
24 November 2022
Outlook for tech stocks, we grill the boss of NS&I, and reasons to be positive on bonds
It’s our 200th episode of the Money and Markets podcast. To celebrate we have three special guests talking about things that really matter to savers and investors.

Laura Suter chats to NS&I chief executive Ian Ackerley...

52 min listen

Money & Markets
24 November 2022
Outlook for tech stocks, we grill the boss of NS&I, and reasons to be positive on bonds
It’s our 200th episode of the Money and Markets podcast. To celebrate we have three special guests talking about things that really matter to savers and investors.

Laura Suter chats to NS&I chief executive Ian Ackerley...

Money & Markets
18 November 2022
How the Autumn Statement affects you and your money, and does Black Friday matter anymore?
Laith Khalaf and Tom Selby debate the forthcoming changes to taxes and allowances following the Chancellor’s Autumn Statement. They explain what the changes mean, and which ones are the most significant.

Dan Coatsworth...

50 min listen

Money & Markets
18 November 2022
How the Autumn Statement affects you and your money, and does Black Friday matter anymore?
Laith Khalaf and Tom Selby debate the forthcoming changes to taxes and allowances following the Chancellor’s Autumn Statement. They explain what the changes mean, and which ones are the most significant.

Dan Coatsworth...

Money & Markets
11 November 2022
Inflation takes a bite out of retail, Bill Ackman and tech layoffs
Laura and Danni have two interviews this week. The first is with bond fund manager veteran John Pattullo, from Janus Henderson Investors, who will be talking us through how he has navigated the recent market turmoil. And...

Money & Markets
11 November 2022
Inflation takes a bite out of retail, Bill Ackman and tech layoffs
Laura and Danni have two interviews this week. The first is with bond fund manager veteran John Pattullo, from Janus Henderson Investors, who will be talking us through how he has navigated the recent market turmoil. And...

41 min listen

Money & Markets
3 November 2022
Windfall taxes and rate rises
On this week’s Money and Markets podcast, Danni Hewson and AJ Bell’s head of Investment Analysis Laith Khalaf mull over those all important interest rate decisions in the US and UK plus renewed calls for additional...

Money & Markets
3 November 2022
Windfall taxes and rate rises
On this week’s Money and Markets podcast, Danni Hewson and AJ Bell’s head of Investment Analysis Laith Khalaf mull over those all important interest rate decisions in the US and UK plus renewed calls for additional...

56 min listen

Money & Markets
28 October 2022
Rishi’s market bounce, Made.com collapse, bumper US earnings and bond fund explainer
This week Tom Sieber is going to be looking at whether markets were buoyed by the news of yet another Prime Minister opening their moving boxes at Number 10, and Laura Suter will delve into what the new PM might mean for...

Money & Markets
28 October 2022
Rishi’s market bounce, Made.com collapse, bumper US earnings and bond fund explainer
This week Tom Sieber is going to be looking at whether markets were buoyed by the news of yet another Prime Minister opening their moving boxes at Number 10, and Laura Suter will delve into what the new PM might mean for...

29 min listen

Money & Markets
19 October 2022
What the mini-Budget U-turns mean for your money, markets and pensions
This week we’ve gathered a team of experts to comb through all of the Government’s U-turns and work out what they mean for your money. Laura Suter looks at the income tax reversal and the Energy Price Guarantee, while...

Money & Markets
19 October 2022
What the mini-Budget U-turns mean for your money, markets and pensions
This week we’ve gathered a team of experts to comb through all of the Government’s U-turns and work out what they mean for your money. Laura Suter looks at the income tax reversal and the Energy Price Guarantee, while...

26 min listen

Money & Markets
14 October 2022
The safety of pensions, top tips for mortgages and the big stories on the stock market
With all the headlines that have made people worried about their pension we’ve drafted in AJ Bell’s head of retirement policy Tom Selby to talk through it and explain exactly what it means for you.

Laura Suter talks to...

Money & Markets
14 October 2022
The safety of pensions, top tips for mortgages and the big stories on the stock market
With all the headlines that have made people worried about their pension we’ve drafted in AJ Bell’s head of retirement policy Tom Selby to talk through it and explain exactly what it means for you.

Laura Suter talks to...

55 min listen

Money & Markets
6 October 2022
Learning from the 1970s, and why stocks, the pound and mortgage and savings rates are going up
Dan Coatsworth talks to Alec Cutler, manager of the Orbis Global Balanced Fund, about the similarities between the 1970s and today (inflation, high energy prices, difficult markets), and what investors might need to do...

Money & Markets
6 October 2022
Learning from the 1970s, and why stocks, the pound and mortgage and savings rates are going up
Dan Coatsworth talks to Alec Cutler, manager of the Orbis Global Balanced Fund, about the similarities between the 1970s and today (inflation, high energy prices, difficult markets), and what investors might need to do...

44 min listen

Money & Markets
28 September 2022
How the falling pound, rising gilt yields and higher interest rates affect consumers and businesses
Dan Coatsworth and Danni Hewson explore the impact of more weakness in the pound, rising government bond yields and further hikes in interest rates on consumers and businesses in the months ahead.

They explore the fierce...

Money & Markets

Money & Markets

Using a Lifetime ISA to help buy a house, the great fund liquidity debate and clampdown on mini bonds

Enjoying our podcast? Subscribe for more!

All