AJ Bell Money & Markets

AJ Bell Money & Markets episodes:

• 05.06.2024

  Investment trust show #4. Finding bargains, role of the board, Ruffer deep-dive and why the regulator is looking at private equity

  It’s bonus podcast time: welcome to episode four of the AJ Bell investment trust show. We discuss a range of topics with investment experts and fund managers. Each episode debates some of the most popular trusts wIt’s bonus podcast time: welcome...

  
• 05.02.2024

  FTSE keeps fizzing despite Fed rate stall, and why HMRC is paying back a record amount for overcharging on pension withdrawals

  On this week’s episode of the AJ Bell Money & Markets podcast, Danni Hewson and Charlene Young deliver a jam-packed episode for you peppered with that optimism after the FTSE 100 smashed new records and ended the month up once...

  
• 04.24.2024

  Record-breaking UK stock market, Tesla on the comeback trail, helping first-time buyers get on the property ladder

  We’ve got some good news from the UK stock market. Danni Hewson chats about how the FTSE 100 has hit a new record high and the drivers behind it. She also talks with Dan Coatsworth about the latest developments from...

  
• 04.18.2024

  Taylor Swift scams, Royal Mail takeover and latest twist to Woodford scandal

  On this week’s AJ Bell Money & Markets podcast, Charlene Young and Dan Coatsworth look at cooling inflation and how markets reacted to the latest numbers on UK jobs. The rise in scams is the hot topic of the week, with...

  
• 04.11.2024

  US path to pivot takes a detour, UK “financial lives” improve and is China still investible?

  On this episode of the Money and Markets podcast Danni Hewson and Laura Suter assess market reaction to the latest US inflation data that came in hotter than expected and reset expectation of when the Fed might cut interest rates....

  
• 04.04.2024

  Disney fights off activist investor, everything about the new British Savings Bond, and a stark warning for the UK stock market

  Dan Coatsworth and Danni Hewson debate the big news from Disney. Activist investor Nelson Peltz has been defeated in his attempts to get a seat on the board of directors, so what does this mean going forward? Gold has hit another...

  
• 04.01.2024

  Investment trust show #3. Exploring dividend heroes, the rise of JPMorgan Global Growth & Income, options for investing in the UK, and why the renewable energy sector has been a letdown

  Welcome to the third instalment in a new series of bonus podcasts from the AJ Bell Money & Markets team all about investment trusts. Published at the start of each month, the bonus podcast features a range of topics with investment...

  
• 03.28.2024

  Natwest sale, Trump’s float, Waspi update and new first-time buyer mortgage

  On this week’s podcast we’ve got disappointing updates from both Lululemon and Nike, signalling that perhaps the athleisure trend is coming to an end. We’ve also got news on the Government’s sale of Natwest and a deep-dive on Apple from...

  
• 03.22.2024

  Rate cut optimism, Scottish Mortgage manager speaks, Nvidia’s big move and how to get the most out of ISAs

  On this week’s AJ Bell Money & Markets podcast, Danni Hewson and Charlene Young dig through the latest UK inflation figures and bring you up to date on market reaction to central bank rate decisions. They also chat about Unilever’s decision...

  
• 03.14.2024

  The rise of Temu, where next for inflation and interest rates, and a probe into pet care costs

  On this episode of the AJ Bell Money & Markets podcast we explore the rise of Chinese e-commerce platform Temu and how it is taking the retail sector by storm. Dan Coatsworth talks to Ewan Markson-Brown from the Crux Asia...

  
• 03.06.2024

  Budget special: tax cuts, pros and cons of the new British ISA, and good news for parents

  This week’s AJ Bell Money & Markets podcast examines what the UK government’s latest Budget means for you and your money. Danni Hewson considers the OBR’s new economic forecasts and the market reaction to the Budget. Dan Coatsworth explores the new British...

  
• 03.04.2024

  Investment trust show #2. What to do if a fund manager underperforms, getting under the bonnet of Nick Train’s Finsbury Growth & Income, and why so many trusts are merging

  Welcome to the second in a new series of bonus podcasts from the AJ Bell Money & Markets team all about investment trusts. Published at the start of each month, the bonus podcast features a range of topics with investment experts...

  
• 02.29.2024

  Housebuilders under scrutiny of watchdog, tech stocks in focus and why Disney’s in the doldrums

  On this week’s AJ Bell Money & Markets podcast Danni is joined by new host, AJ Bell’s pensions and savings expert Charlene Young. The pair discuss the CMA’s announcement that it is investigating whether eight UK housebuilders including Barratt and...

  
• 02.22.2024

  Nvidia soars, HSBC sinks after China hit, Fundsmith’s Terry Smith talks weight loss drugs, and former Dragon Sarah Willingham on tough time for hospitality

  On this week’s AJ Bell Money & Markets podcast, Dan Coatsworth and Danni Hewson dig into Nvidia’s barnstorming results which have put a rocket under stock markets, including new record highs in Japan and Europe. It was a mixed picture for...

  
• 02.16.2024

  Everything you need to know about Microsoft, the big Nvidia versus Arm challenge, and what the latest inflation and GDP figures mean for interest rate cuts

  There is a big tech theme running through this week’s edition of the AJ Bell Money & Markets podcast. Dan Coatsworth explains how investors have been piling into Arm Holdings as a new way to play the artificial intelligence theme,...

  
• 02.08.2024

  Magnificent Seven updates, McDonald’s, US dividend investing and why your retirement pot might need to get bigger

  On today’s AJ Bell Money & Markets podcast we’ll be diving into the latest market moves, including how McDonald’s has been hit by the Middle East conflict and how oil price falls have had a knock-on effect on BP, Shell...

  
• 02.05.2024

  Investment trust show #1. Future of Scottish Mortgage, sources of generous income, finding bargains and why smaller companies could have a good year

  Welcome to the first in a new series of bonus podcasts from the AJ Bell Money & Markets team. If you’re a fan of investment trusts, you’re going to love it. And if you don’t know what they are and just...

  
• 02.02.2024

  Markets hit by interest rate decision, Microsoft and Alphabet fail to win over investors, Elon Musk’s odd behaviour, and finding opportunities among UK mid cap stocks

  On this week’s episode of the AJ Bell Money & Markets podcast, Dan Coatsworth and Danni Hewson discuss the impact on markets as the Federal Reserve seems to push a rate cut into the long, spring grass. The pair chew over...

  
• 01.25.2024

  US markets hit new record high, Netflix enjoys growth spurt, Tesla disappoints, and plans to stamp out hidden fees

  Dan Coatsworth and Danni Hewson explain why US shares are doing so well, including a rally in chip-related stocks and how Netflix has managed to enjoy a new growth spurt. Tom Sieber and Steven Frazer from Shares magazine are on the...

  
• 01.18.2024

  Inflation in shock rise, Red Sea troubles, Premium Bond rate is cut and Allianz manager on tech sector

  On this week’s podcast Danni and Laura cover the all important inflation figure, which showed the headline number had moved in the wrong direction. That surprise shift had a knock-on effect on markets, so we look at the winners and...

  
• 01.12.2024

  A Christmas cracker for some UK retailers, Boeing shares fall after door blowout and Bitcoin ETFs given green light by US regulator

  On this episode of the AJ Bell Money & Markets podcast Dan Coatsworth and Danni Hewson dig through a bumper crop of Christmas trading updates from UK retailers including Tesco, Marks & Spencer and Sainsbury’s and they discuss the ongoing...

  
• 01.04.2024

  Listeners share their early retirement stories, FTSE 100 turns 40, Evenlode manager on AI, and good news for mortgage rates

  Two months ago, we asked if any listeners had managed to retire early and gain financial independence, in line with the so-called FIRE movement. Plenty of you have hit the goal, judging by the responses we’ve received. Charlene Young shares some...

  
• 12.21.2023

  Red Sea oil price fears, inflation’s latest drop, the top stocks of 2023 and investor outlook for 2024

  In our final episode of the year, Danni and Laura look at the impact of that Red Sea turmoil on the oil market and Amazon’s deal with Games Workshop to bring Warhammer to the big screen. We’ll also look at...

  
• 12.14.2023

  Santa rally starts early for stock markets on shift in interest rate policy, Boots and Shein IPO rumours, and why the renewable energy space has been a tough place to make money

  Dan Coatsworth and Danni Hewson discuss the market reaction to the US Fed’s blueprint for interest rate cuts plus a slew of economic data about the state of the UK economy which could be sliding into recession. You can hear about...

  
• 12.07.2023

  Finding value among US stocks, bitcoin and gold jump, GameStop’s latest disappointment, and the truth about thematic investing

  There is a widely held view that US shares are expensive, yet this isn’t true for everything. Dan Coatsworth talks to Rosanna Burcheri from Fidelity American Special Situations fund about how she is still finding plenty of opportunities in companies...

  
• 11.30.2023

  Greenwashing, Rolls Royce, small caps and NS&I rate cuts

  On this week’s podcast we’ll be covering markets news, from Rolls Royce and the impact Black Friday had on stocks to inflation in Europe. We’ve got not one but two fund manager interviews: the first is on the challenging but...

  
• 11.22.2023

  What the Autumn Statement means for consumers, businesses and markets, the Government’s Tell Sid plan to sell its stake in NatWest, plus the latest on Nvidia and OpenAI

  This week’s podcast turns the Autumn Statement into plain English, looking at the key announcements and the ones buried in documents published by the Government. The team talk about how UK economic growth expectations have been downgraded and how it could...

  
• 11.17.2023

  Good news on inflation, the quest to retire early, and why India is catching investors’ attention

  The big news this week is the latest inflation figures which have positive implications for consumers and businesses. The data has already triggered a rally in global stock markets as Dan Coatsworth discusses in this week’s episode. Tom Selby explores the...

  
• 11.10.2023

  Peak interest rates, Christmas spending woes, UK property with AEW and WeWork’s fall from grace

  This week Danni and Laura bring you all the implications of that decision from the Bank of England last week to hold interest rates – from the market moves, to what peak interest rates mean for savers and homeowners. They...

  
• 11.03.2023

  The good, bad and ugly of earnings season plus why October’s been such a bad month for stocks and shares

  On this week’s Money and Markets podcast Danni Hewson and Dan Coatsworth assess why October has been such a bad month for equities. They discuss the good and bad of recent earnings updates including McDonald’s and Coca-Cola beating expectations and BP...

  
• 10.26.2023

  Bond yields, Barclays, property fund closure and more pensioners being taxed

  Laura Suter and Tom Selby look at what the latest jobs figures mean for the Bank of England’s next interest rate decision, as well as the latest banks to report their results and what it tells us about the state...

  
• 10.20.2023

  Important development with inflation, the impact of frozen tax bands and where next for the state pension?

  On this week’s Money and Markets podcast Danni Hewson and Laura Suter dig into a pile of economic data from wage growth numbers to the volatility on markets following the stalled UK inflation print which saw housebuilders including Barratt Development...

  
• 10.12.2023

  Fed signals end to rate hikes, luxury goods stocks slump after weak LVMH earnings, and oil higher after Israel attacks

  On this week’s Money and Markets podcast Danni Hewson is joined by Tom Sieber from Shares magazine to discuss another volatile week on the markets.  Investors have clearly been shaken by those awful scenes in the Middle East and there...

  
• 10.04.2023

  Big incentives to switch bank accounts, why a sell-off in government bonds have troubled markets, and should you pay for social media networks?

  Laura Suter has some money-making tips in this week’s podcast including where to get more than 6% on cash savings and where to find attractive incentives to switch current account provider. She also talks about the pay rise for anyone...

  
• 09.28.2023

  ISA simplification, property stock wobbles and a mixed forecast for retailers

  On this week’s Money and Markets podcast Danni Hewson is joined by AJ Bell’s head of retirement policy Tom Selby who brings us up-to-date on rumours around ISA simplification which are reportedly being considered by the Government. The pair assess...

  
• 09.22.2023

  Positive news on inflation, a surge in profit warnings, and does Frasers hold the key to Shein’s UK growth plan?

  On this episode of the Money & Markets podcast Dan Coatsworth and Danni Hewson mull over the factors behind a surprise fall in UK headline inflation in spite of rising fuel costs. Dan digs into the surge in profit warnings from...

  
• 09.13.2023

  Why the oil price has shot up, consumer rights as Wilko collapses, and what a surge in shoplifting tells us about consumer finances

  The price of oil has gone up by more than 25% in two months, creating a new inflationary headwind for consumers and businesses. Dan Coatsworth talks to AJ Bell’s Russ Mould about why the black stuff is suddenly more expensive,...

  
• 09.07.2023

  Wilko’s collapse, M&S back in the FTSE 100, Barratt Homes blames Trussonomics for slump in demand and UK listing rule changes

  We’re back from our summer break! And there is lots of markets news to cover – Danni Hewson has got an update on what happened over the summer and also the latest on Wilko’s collapse, M&S heading back into the...

  
• 07.26.2023

  NatWest boss quits, Greek wildfires, parents raiding kids’ savings and emerging market recovery

  This week Danni Hewson and Laura Suter will be diving into all the detail on the news that NatWest’s boss Alison Rose has quit amid the Nigel Farage furore. They’ll also be looking at the big tech companies announcing results,...

  
• 07.21.2023

  Cooling inflation boosts UK stocks plus US banks enjoy a rate hike bonanza

  On this week’s AJ Bell Money and Markets podcast Dan Coatsworth and Danni Hewson dig through the latest UK inflation data which has delivered a shot of optimism to investors. They mull over how the Bank of England might react to...

  
• 07.14.2023

  Why Jeremy Hunt’s pension plan has flaws, how teenagers manage money and the attractions of investing in Vietnam

  Tom Selby considers Chancellor Jeremy Hunt’s strategy to boost the average pension pot by £1,000 a year and why the plan has flaws. Laura Suter talks about some remarkable figures on the amount of money in savings accounts that pay no...

  
• 07.06.2023

  Govt crackdown on greedflation, US-China tensions, bumper tax on savings and Tesla’s record deliveries

  This week Laura Suter is shedding light on all the government moves aimed at easing the cost of living pressure on our finances, from petrol prices to supermarket bills and savings rates. Danni Hewson brings you the latest markets news,...

  
• 07.04.2023

  New boss leads a turnaround at Rolls-Royce and Ocado in focus after Amazon bid rumours

  In the second in a series of bonus podcasts from the Shares magazine team to accompany AJ Bell’s Money & Markets podcast, Tom Sieber, Steve Frazer and Ian Conway take a close look at two stocks enjoying vastly contrasting fortunes...

  
• 06.29.2023

  Frasers’ game of Monopoly, car insurance pains and problems with Boots’ owner

  Dan Coatsworth chats about retailer Frasers which seems to be playing a long running game of high street Monopoly. He also explains why car insurance premiums are going up. Danni Hewson discusses why tensions in Russia haven’t really moved markets and...

  
• 06.22.2023

  Navigating the mortgage maze, higher interest rates hurting companies and why takeovers have fired up the biotech space

  This week’s podcast explores the market reaction to UK interest rates going up once again. Laura Suter talks to David Hollingworth from mortgage broker L&C about whether someone should fix their mortgage or stay on a variable rate. Dan Coatsworth explores the...

  
• 06.16.2023

  Bond market turmoil (again), Vodafone/Three mega merger, child savings trick and Argonaut’s Barry Norris

  This week Danni Hewson and Laura Suter have got a lot of big Government data that both the Bank of England and homeowners aren’t exactly thrilled by – and we’ll be looking stateside too, to see how the inflation battle...

  
• 06.09.2023

  Reaction to Apple’s headset launch, 5% cash interest versus equity dividends, and how Bloomsbury Publishing is in a sweet spot

  This week’s podcast chats about the market reaction to Apple’s foray into headsets, why British American Tobacco is not firing on all cylinders, and the well-known name buying a stake in gambling group 888. Dan Coatsworth talks about how you can...

  
• 06.01.2023

  Bond market mania, Blackrock mining trust, energy price cap and Nvidia bumper profits

  This week we’re going to cover that rollercoaster ride that bond markets have been on, once again, and what it means for your investments and your mortgage. Laith Khalaf, head of investment analysis, will be giving an update on those...

  
• 05.29.2023

  How to fix Vodafone’s problems and discover the US fast food giant impressing the market

  In the first in a series of bonus podcasts from the Shares magazine team to accompany AJ Bell’s Money & Markets podcast, Tom Sieber, Steve Frazer and Martin Gamble hold an insightful discussion on two stocks.The trio dig into the...

  
• 05.25.2023

  Facebook fine, BT cuts jobs, US market update and Nationwide windfall

  On the podcast this week, we’ve got a bevvy of company news, from Facebook being fined to BT cutting jobs for AI and everyone’s pandemic favourite Zoom holding up pretty well. We’ve got a fund manager interview with Julian Cook...