Money & Markets

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

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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19 December 2024
What worked and what didn’t for investors in 2024, outlook for interest rates and water bills to rise
On 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....

56 min listen

Money & Markets
13 December 2024
The cost of Christmas, car finance compensation and big UK stock market changes
This 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...

53 min listen

Money & Markets
5 December 2024
Outlook for US shares in 2025, two years of ChatGPT and £50 car insurance saving
On 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...

48 min listen

Money & Markets
2 December 2024
Investment Trust Show #10: Star performers Brunner and Manchester & London, and investing in stars and stripes
On 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...

64 min listen

Money & Markets
29 November 2024
Automakers face targets and tariffs, FCA calls for crypto rules, and tax rebate scams rise
This 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...

52 min listen

Money & Markets
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 ISAs
This 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...

46 min listen

Money & Markets
15 November 2024
Budget business backlash, interest rate cut fallout and ETFs inflows and Bitcoin both breaking records
On 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...

58 min listen

Money & Markets
8 November 2024
Trump, Tariffs, Budgets and Biscoff – what the big events mean for savers and investors
On 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...

67 min listen

Money & Markets
4 November 2024
Investment Trust Show #9: The China recovery, Scottish Mortgage underperformance, and the lowdown on VCTs
This 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...

53 min listen

Money & Markets
30 October 2024
Budget reaction: what the announcement means for pensions, savings, investments and personal finances
The 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...

22 min listen

Money & Markets
25 October 2024
The good, bad and ugly of earnings season plus what to consider ahead of the US elections
On 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...

44 min listen

Money & Markets
18 October 2024
Why UK inflation is in good news territory and the future for weight-loss drug companies
On 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...

60 min listen

Money & Markets
11 October 2024
Google’s break-up threat and why US markets have performed badly for UK investors
On 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...

55 min listen

Money & Markets
7 October 2024
Investment Trust Show #8: Investing in private equity, finding income and exploring Baillie Gifford’s Monks trust
This 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...

54 min listen

Money & Markets
4 October 2024
The fight against scams, investing in Wetherspoons, and money still flooding into Cash ISAs
This 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...

56 min listen

Money & Markets
27 September 2024
China leads share rally, tax traps for high earning parents and £1.4 billion in unclaimed child trust funds
On 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...

54 min listen

Money & Markets
19 September 2024
Why US interest rate cuts matter around the world, big warning for cash savers, and the outlook for Rolls-Royce and Primark
On 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...

46 min listen

Money & Markets
13 September 2024
State pension changes, potential capital gains tax shake-up and how Apple’s shares move before and after iPhone launches
This 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...

49 min listen

Money & Markets
6 September 2024
Market wobbles, Nvidia concerns, Nick Train on Rightmove’s takeover interest, and your pension questions answered
The 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...

44 min listen

Money & Markets
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 Group
Lots 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...

61 min listen

Money & Markets
26 July 2024
Magnificent Seven disappointment rattles markets, sub-4% mortgages return and a new direction for Reckitt
On this episode of the AJ Bell Money & Markets podcast, Danni Hewson and Charlene Young dig into the market meltdown that followed disappointing results from ‘Magnificent Seven’ club members Tesla and Alphabet.

They...

56 min listen

Money & Markets
18 July 2024
Investing in gold, tech sector sell-off, and a fund manager’s take on housebuilders, EasyJet and ITV
With gold have just hit a new record high, don’t miss this week’s episode of the AJ Bell Money & Markets podcast where Dan Coatsworth talks to Rob Crayfourd from the Golden Prospect Precious Metals Fund. The pair discuss...

37 min listen

Money & Markets
12 July 2024
Barclays spending data, housebuilder updates, US Q2 results preview, and why PageGroup’s profits warning matters
In this episode of the AJ Bell Money and Markets podcast, Laura Suter and Tom Sieber dive into the latest consumer spending trends from Barclays, revealing how economic pressures are shaping our financial habits, and...

41 min listen

Money & Markets
5 July 2024
UK stocks soar on election landslide, Fed comments excite markets again, Nike’s big stumble
On this week’s episode of the AJ Bell Money & Markets podcast Dan Coatsworth and Laura Suter assess the market reaction to a Labour landslide.

Charlene Young and Danni Hewson discuss how the Fed comments and new...

51 min listen

Money & Markets
1 July 2024
Investment Trust show #6: Tech sector, activist investors and the outlook for property
This month’s bonus podcast on investment trusts dives into the world of technology. Steve Frazer chats with Mike Seidenberg from Allianz Technology Trust about the latest trends in the space, the hype around AI including...

47 min listen

Money & Markets

Money & Markets

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

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