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3 February 2025
Investment Trust Show #11: Fighting off activist investors and the attractions of JapanInvestment trusts have been all over the news as activist investor Saba targets seven companies with the hope of gaining control and becoming the investment manager. Herald (HRI) shareholders have already voted Saba down...
30 January 2025
US tech selloff, taxpayer frustrations, Guinness selloff denied and emerging market insightsIn this week’s episode, Dan Coatsworth and Laura Suter discuss the recent selloff in US tech stocks, and what sparked the market turmoil [01:32]. They also look at WHSmith’s potential sale of its UK business [06:27], and...
23 January 2025
Markets brace for Trump 2:0, FTSE 100 hits new record high, regulators under pressure as the UK goes for growthOn this episode of the AJ Bell Money & Markets podcast, Dan Coatsworth is joined by AJ Bell Investment Director Russ Mould to discuss how markets reacted to Donald Trump’s return to the White House [00:02:14]. From...
16 January 2025
UK inflation in surprise fall, Chancellor comes out fighting and warnings from BP, JD Sports and PageGroupThe AJ Bell Money & Markets podcast team start this week’s episode with some good news as UK inflation took a surprise dip in December to 2.5%. Does this mean the chances of a February rate cut have jumped? Rachel Reeves...
10 January 2025
The big investment trust vote, UK retail’s tough outlook and the future of Lifetime ISAsOn this week’s AJ Bell Money & Markets podcast, we dive into a story about seven investment trusts under attack from an activist investor. The big retail companies have started to report on Christmas trading and not...
19 December 2024
What worked and what didn’t for investors in 2024, outlook for interest rates and water bills to riseOn the last AJ Bell Money & Markets podcast of 2024, Dan Coatsworth and Danni Hewson discuss what markets are now thinking about the trajectory for interest rate cuts in 2025 after the Federal Reserve’s latest comments....
13 December 2024
The cost of Christmas, car finance compensation and big UK stock market changesThis week’s episode of the Money & Markets podcast explores the cost of putting food and drink on the table at Christmas, how supermarkets are coping in the festive season, and why higher cocoa prices could lead to a...
5 December 2024
Outlook for US shares in 2025, two years of ChatGPT and £50 car insurance savingOn this week’s AJ Bell Money & Markets podcast: the US-focused fund manager with a market-beating performance over the past 12 months and where he sees markets going next Stateside. The team talk ChatGPT and why car...
2 December 2024
Investment Trust Show #10: Star performers Brunner and Manchester & London, and investing in stars and stripesOn this month’s bonus podcast focusing on investment trusts, the AJ Bell Money & Markets team dig into star performers, US trusts and global small caps.
Dan Coatsworth talks to Julian Bishop, co-manager of Brunner...
29 November 2024
Automakers face targets and tariffs, FCA calls for crypto rules, and tax rebate scams riseThis week’s episode of the AJ Bell Money and Markets podcast looks at the challenges being faced by global automakers. (01:31) In the UK the speed of the transition to net zero and fines for not meeting targets has been...
22 November 2024
Why everyone’s talking about Nvidia again, UK versus US retail challenges, and AJ Bell boss on improving the landscape for pensions and ISAsThis week’s episode of the AJ Bell Money & Markets podcast compares challenges in the UK and US retail sectors, examines Nvidia’s latest results and talks about why so few of us are using cash day-to-day. We’ve also got...
15 November 2024
Budget business backlash, interest rate cut fallout and ETFs inflows and Bitcoin both breaking recordsOn 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...
8 November 2024
Trump, Tariffs, Budgets and Biscoff – what the big events mean for savers and investorsOn 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...
4 November 2024
Investment Trust Show #9: The China recovery, Scottish Mortgage underperformance, and the lowdown on VCTsThis 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...
30 October 2024
Budget reaction: what the announcement means for pensions, savings, investments and personal financesThe 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...
25 October 2024
The good, bad and ugly of earnings season plus what to consider ahead of the US electionsOn 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...
18 October 2024
Why UK inflation is in good news territory and the future for weight-loss drug companiesOn 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...
11 October 2024
Google’s break-up threat and why US markets have performed badly for UK investorsOn 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...
7 October 2024
Investment Trust Show #8: Investing in private equity, finding income and exploring Baillie Gifford’s Monks trustThis 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...
4 October 2024
The fight against scams, investing in Wetherspoons, and money still flooding into Cash ISAsThis 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...
27 September 2024
China leads share rally, tax traps for high earning parents and £1.4 billion in unclaimed child trust fundsOn 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.
Char...
19 September 2024
Why US interest rate cuts matter around the world, big warning for cash savers, and the outlook for Rolls-Royce and PrimarkOn 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...
13 September 2024
State pension changes, potential capital gains tax shake-up and how Apple’s shares move before and after iPhone launchesThis 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...
6 September 2024
Market wobbles, Nvidia concerns, Nick Train on Rightmove’s takeover interest, and your pension questions answeredThe 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...
2 September 2024
Investment Trust show #7: The big charges debate, F&C on the summer market slump, and why investors are paying a premium for 3i GroupLots 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...