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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27 February 2025
Apple’s big investment plans, BPs net zero reset, energy bills to rise, and top dividend investment trusts to watch
This week on the AJ Bell Money and Markets podcast, Danni Hewson and Laura Suter dive into the latest market news, including Apple’s big investment plans [01:19] and BP’s plans to roll back it’s green investment after...

50 min listen

Money & Markets
21 February 2025
UK bank results, a surprise jump in inflation and are Elon Musk's politics starting to hurt his business interests
In this week’s episode, Charlene Young and Laith Khalaf mull over the latest numbers from the UK banking sector after Barclays, NatWest and HSBC have posted their full year results. [1:30]

There’s also been a slew of UK...

45 min listen

Money & Markets
17 February 2025
Deep Dive #1: How to protect your money from the rising tax tide
Welcome to the first episode of the AJ Bell Money & Markets Deep Dive podcast. This is a new series which will take a long look at some of the key issues in markets and personal finances. First up we’ll be diving into a...

71 min listen

Money & Markets
13 February 2025
UK interest rate cut impact, what’s behind the FTSE 100 rally and Elon Musk’s bid for OpenAI
In this week’s episode, Charlene Young and Danni Hewson look at what’s happened since the Bank of England’s Monetary Policy Committee cut the base rate to 4.5% last Thursday. Expectations for a cut were high so has the...

45 min listen

Money & Markets
6 February 2025
How tariffs shock markets, Alphabet’s big challenge, and why we want to see changes to the Lifetime ISA
Welcome to the latest episode of the AJ Bell Monet & Markets podcast.

Tariffs have been on everyone’s minds this week and they’ve caused some big movements on the markets and dominated the discussion for many companies...

54 min listen

Money & Markets
3 February 2025
Investment Trust Show #11: Fighting off activist investors and the attractions of Japan
Investment 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...

52 min listen

Money & Markets
30 January 2025
US tech selloff, taxpayer frustrations, Guinness selloff denied and emerging market insights
In 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...

37 min listen

Money & Markets
23 January 2025
Markets brace for Trump 2:0, FTSE 100 hits new record high, regulators under pressure as the UK goes for growth
On 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...

55 min listen

Money & Markets
16 January 2025
UK inflation in surprise fall, Chancellor comes out fighting and warnings from BP, JD Sports and PageGroup
The 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...

50 min listen

Money & Markets
10 January 2025
The big investment trust vote, UK retail’s tough outlook and the future of Lifetime ISAs
On 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...

53 min listen

Money & Markets
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

Money & Markets

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

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