Money & Markets

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Money & Markets

Housebuilder woes, what to do when a fund manager leaves, and investing in unicorns

23 min listen

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Housebuilder woes, what to do when a fund manager leaves, and investing in unicorns

Discover why shares in housebuilders have had a terrible year, what’s happening in the markets, what to do when an investment fund changes its manager, and how retail investors are getting better access to private companies. AJ Bell’s Personal Finance Analyst Laura Suter and Shares’ Editor Daniel Coatsworth are joined this week by AJ Bell fund manager Simon Molica.

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3 December 2020
Why markets already priced in a vaccine approval, stellar gains from AIM stocks in 2020, retail’s latest challenge and dealing with NS&I’s punishing rate cuts
The UK’s status as the first country in the world to approve Pfizer’s Covid vaccine failed to move stock markets on the day of the news. Listen to the podcast to find out why markets reacted in this way.

Tom Sieber from...

Money & Markets
3 December 2020
Why markets already priced in a vaccine approval, stellar gains from AIM stocks in 2020, retail’s latest challenge and dealing with NS&I’s punishing rate cuts
The UK’s status as the first country in the world to approve Pfizer’s Covid vaccine failed to move stock markets on the day of the news. Listen to the podcast to find out why markets reacted in this way.

Tom Sieber from...

31 min listen

Money & Markets
26 November 2020
Picking future takeover targets, making sense of Sunak’s Spending Review, stock market optimism and deciding whether to use a Lifetime ISA or SIPP
This week’s guest is Stuart Widdowson, fund manager of Odyssean Investment, who talks to Dan about how four stocks from his portfolio have attracted takeover bids in the past year. He also runs through the attractions of...

Money & Markets
26 November 2020
Picking future takeover targets, making sense of Sunak’s Spending Review, stock market optimism and deciding whether to use a Lifetime ISA or SIPP
This week’s guest is Stuart Widdowson, fund manager of Odyssean Investment, who talks to Dan about how four stocks from his portfolio have attracted takeover bids in the past year. He also runs through the attractions of...

43 min listen

Money & Markets
19 November 2020
Picking stocks like a pro, investments relevant to the UK’s 2030 ban on new petrol and diesel cars, Tesla in demand again and potential capital gains tax changes
This week’s podcast guest is ex-hedge fund partner Stephen Clapham who shares his wisdom on finding information to help with investment decisions.

Dan chats about the market’s reaction to more vaccine news and the latest...

Money & Markets
19 November 2020
Picking stocks like a pro, investments relevant to the UK’s 2030 ban on new petrol and diesel cars, Tesla in demand again and potential capital gains tax changes
This week’s podcast guest is ex-hedge fund partner Stephen Clapham who shares his wisdom on finding information to help with investment decisions.

Dan chats about the market’s reaction to more vaccine news and the latest...

37 min listen

Money & Markets
12 November 2020
Making sense of the vaccine-inspired market rally, the expert view on investing in India, and the pension manager closing the door on poor ESG-scoring firms
On the podcast this week: how Pfizer’s vaccine news shook up stock markets and triggered the biggest one-day rally in a long time. Dan considers the winning and losing trades of the day and what it means for investors...

Money & Markets
12 November 2020
Making sense of the vaccine-inspired market rally, the expert view on investing in India, and the pension manager closing the door on poor ESG-scoring firms
On the podcast this week: how Pfizer’s vaccine news shook up stock markets and triggered the biggest one-day rally in a long time. Dan considers the winning and losing trades of the day and what it means for investors...

42 min listen

Money & Markets
9 November 2020
What Biden’s victory means for investors
In a special podcast, Dan and Laith look at the market reaction to Joe Biden beating Donald Trump in US Presidential Election.

They consider the movements on global stock markets, the sectors that have responded the most...

Money & Markets
9 November 2020
What Biden’s victory means for investors
In a special podcast, Dan and Laith look at the market reaction to Joe Biden beating Donald Trump in US Presidential Election.

They consider the movements on global stock markets, the sectors that have responded the most...

18 min listen

Money & Markets
4 November 2020
Election tension triggers wild market swings, new financial support measures for latest lockdown, and Buffett disciple gives inside track on trust setback and new global fund plan
This week’s podcast looks at how markets reacted as the voting results started rolling in for the US Presidential election and how many investors were caught off guard. It also discusses how many UK investors have...

Money & Markets
4 November 2020
Election tension triggers wild market swings, new financial support measures for latest lockdown, and Buffett disciple gives inside track on trust setback and new global fund plan
This week’s podcast looks at how markets reacted as the voting results started rolling in for the US Presidential election and how many investors were caught off guard. It also discusses how many UK investors have...

34 min listen

Money & Markets
29 October 2020
Interview special: Baroness Ros Altmann on why the UK is facing a long-term care crisis
In this special edition of the podcast, AJ Bell senior analyst Tom Selby speaks to former pensions minister Baroness Ros Altmann about long-term care in the UK, the impact of Coronavirus on the sector and why the system...

Money & Markets
29 October 2020
Interview special: Baroness Ros Altmann on why the UK is facing a long-term care crisis
In this special edition of the podcast, AJ Bell senior analyst Tom Selby speaks to former pensions minister Baroness Ros Altmann about long-term care in the UK, the impact of Coronavirus on the sector and why the system...

41 min listen

Money & Markets
22 October 2020
Fundsmith’s 10-year anniversary, Netflix’s big miss, outperforming ethical funds, Government clamp down on pension scams and Murray Income’s £1 billion merger
This week’s podcast looks at how Fundsmith Equity has become one of UK’s most popular funds as it prepares to celebrate its tenth birthday.

Dan chats about the rally in the pound on Brexit trade talks, more consumer...

Money & Markets
22 October 2020
Fundsmith’s 10-year anniversary, Netflix’s big miss, outperforming ethical funds, Government clamp down on pension scams and Murray Income’s £1 billion merger
This week’s podcast looks at how Fundsmith Equity has become one of UK’s most popular funds as it prepares to celebrate its tenth birthday.

Dan chats about the rally in the pound on Brexit trade talks, more consumer...

51 min listen

Money & Markets
15 October 2020
Tech stocks bounce back, smaller company investing, China’s dominance of emerging market indices and should you be allowed early pensions access to buy a home?
This week’s podcast looks at the latest action on global markets including a new rally in US tech stocks and how the UK’s AIM market is soaring ahead. Dan has updates on ASOS, Barratt, Bunzl, Round Hill Music and an...

Money & Markets
15 October 2020
Tech stocks bounce back, smaller company investing, China’s dominance of emerging market indices and should you be allowed early pensions access to buy a home?
This week’s podcast looks at the latest action on global markets including a new rally in US tech stocks and how the UK’s AIM market is soaring ahead. Dan has updates on ASOS, Barratt, Bunzl, Round Hill Music and an...

33 min listen

Money & Markets
8 October 2020
Companies that use data well, state pension age change, Boris’ latest leg-up for property buyers, and market see-saw on Trump debacle
This week’s podcast features an interview with former Game Group boss Ian Shepherd how companies succeed or fail with using data to drive profits.

Find out about important changes to the state pension and how the...

Money & Markets
8 October 2020
Companies that use data well, state pension age change, Boris’ latest leg-up for property buyers, and market see-saw on Trump debacle
This week’s podcast features an interview with former Game Group boss Ian Shepherd how companies succeed or fail with using data to drive profits.

Find out about important changes to the state pension and how the...

44 min listen

Money & Markets
1 October 2020
Behind the scenes of private equity, Asda takeover talk, different job support measures and new insight into pension withdrawal trends
This week’s podcast features an in-depth chat with Arthur Mornington and Steven Tredget from Oakley Capital about takeovers, whether private equity had started to be more transparent, the assumption that PE firms load...

Money & Markets
1 October 2020
Behind the scenes of private equity, Asda takeover talk, different job support measures and new insight into pension withdrawal trends
This week’s podcast features an in-depth chat with Arthur Mornington and Steven Tredget from Oakley Capital about takeovers, whether private equity had started to be more transparent, the assumption that PE firms load...

56 min listen

Money & Markets
24 September 2020
AIM inheritance tax benefit fears, investors revert to lockdown market playbook, potential good news on insurance prices, NS&I’s big rate cut and exploring negative interest rates
This week’s podcast explores the tax benefits of putting money into certain AIM stocks and how any meddling by the Government on the rules could have a catastrophic impact on the junior stock market. Joining Dan and Tom...

Money & Markets
24 September 2020
AIM inheritance tax benefit fears, investors revert to lockdown market playbook, potential good news on insurance prices, NS&I’s big rate cut and exploring negative interest rates
This week’s podcast explores the tax benefits of putting money into certain AIM stocks and how any meddling by the Government on the rules could have a catastrophic impact on the junior stock market. Joining Dan and Tom...

47 min listen

Money & Markets
18 September 2020
Is Snowflake the next big tech stock? Debt fears around buy now, pay later; and this year’s 10-baggers
Warren Buffett and Snoop Dogg have backed Snowflake and other investors will soon get their chance as the tech business and Amazon challenger heads to the stock market. Listen to this podcast to find out why Snowflake is...

Money & Markets

Money & Markets

Housebuilder woes, what to do when a fund manager leaves, and investing in unicorns

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