PODCAST

AJ Bell Money & Markets

AJ Bell

Bringing you the latest personal finance and stock market insights

business investing

All Episodes

37:25

US tech selloff, taxpayer frustrations, Guiness...

AJ Bell Money & Markets ·

2025/01/30

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 Diageo denying rumours about selling Guinness [09:17]. Laura looks at the frustration taxpayers are facing with HMRC’s long call wait times, as some new data is released showing how hard it is to reach the taxman [12:09], while Tom Sieber looks at attending a company AGM in person

55:44

Markets brace for Trump 2:0, FTSE 100 hits new record...

AJ Bell Money & Markets ·

2025/01/23

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 halting the TikTok ban to confusion about the President’s plans for tariffs, it’s already been a wild ride.Dan is joined by Danni Hewson to assess what’s behind the FTSE 100’s good run. The pair also consider what might happen next for UK interest rates given the latest economic data

50:10

UK inflation in surprise fall, Chancellor comes out...

AJ Bell Money & Markets ·

2025/01/16

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 has fought back in a Commons speech to defend her growth plans and although UK housebuilders have had a boost, other big companies continue to issue their own warnings. [01:02]Danni Hewson and Charlene Young discuss how the UK isn’t the only country facing increased borrowing

53:59

The big investment trust vote, UK retail’s tough...

AJ Bell Money & Markets ·

2025/01/10

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 everyone is smiling about the outlook. You can also hear about the changing cost of keeping the lights on at home and why the Lifetime ISA is under review.There’s been a sell-off in UK government bonds and the pound, causing jitters on the market at the start of the new year. Dan

56:49

What worked and what didn’t for investors in 2024,...

AJ Bell Money & Markets ·

2024/12/19

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. [03:47]In the UK, inflation has been creeping back up and there are warnings of a potential recession as private sector hiring falls at its fastest rate in four years following the Budget. With rates expected to be higher for longer that’s good news for savers. [11:52] Dan

53:57

The cost of Christmas, car finance compensation and...

AJ Bell Money & Markets ·

2024/12/13

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 marriage of two chocolate giants. We talk to experts about big UK stocks and how Donald Trump’s return to the White House could impact green policies. You can also hear about changes to the FTSE 100, why the car finance scandal could be bigger than previous expected, and what’s

48:39

Outlook for US shares in 2025, two years of ChatGPT...

AJ Bell Money & Markets ·

2024/12/05

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 insurance should get cheaper next year. You can also hear about the challenges facing automotive companies, an expert on UK shares and big changes to Premium Bonds.Takeovers continue to come thick and fast on the UK market and Dan Coatsworth is here to talk about the latest deals

01:04:37

Investment Trust Show #10: Star performers Brunner...

AJ Bell Money & Markets ·

2024/12/02

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 Investment Trust which is celebrating one of its best years in a long time. Julian explains how the trust has done well, his thoughts on the Magnificent Seven, why he’s sold out of weight-loss drug provider Novo-Nordisk, and what could happen in 2025. [01:16] Steve Frazer and Tom

52:05

Automakers under pressure from tariffs and targets,...

AJ Bell Money & Markets ·

2024/11/29

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 cited as one reason behind Stellantis’ decision to close its factory in Luton. The government has said it will consult on the phase out as Ford’s UK boss calls for incentives for motorists. (06:42) Danni Hewson explains how Donald Trump’s threat to introduce tariffs on day one of his

46:54

Why everyone’s talking about Nvidia again, UK versus...

AJ Bell Money & Markets ·

2024/11/22

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 interviews with AJ Bell’s CEO and an Asia-focused fund manager who hates China.Danni Hewson explains the latest UK inflation figures and what they mean for savers, investors and borrowers. [01:02] Nvidia caused quite a stir with its latest financial results and Dan Coatsworth is

58:01

Budget business backlash, interest rate cut fallout...

AJ Bell Money & Markets ·

2024/11/15

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 gloomy reality for businesses before the Budget as stalling investment and hiring plans fueled rising redundancies and unemployment.The Bank of England voted 8-1 to cut interest rates last week but forecasts published alongside the announcement give us an insight into just how

01:07:57

Trump, Tariffs, Budgets and Biscoff – what the big...

AJ Bell Money & Markets ·

2024/11/08

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 have been some clear winners and losers as investors pile into so-called “Trump Trades” with bitcoin, banks and Tesla among the biggest gainers. The potential for a tariff fuelled trade war has sent stocks like Diageo down whilst the renewable sector is also under pressure with one

53:05

Investment Trust Show #9: The China recovery,...

AJ Bell Money & Markets ·

2024/11/04

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 enthused with ESG.Danni Hewson catches up with Dale Nicholls, manager of the Fidelity China Special Situations Trust to talk about Chinese stimulus measures and the potential impact of the US election on the Chinese economy. Meanwhile Dan Coatsworth talks to Ian “Franco” Francis,

22:35

Budget reaction: what the announcement means for...

AJ Bell Money & Markets ·

2024/10/30

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 Danni Hewson, Charlene Young and Dan Coatsworth cover off the main points, explaining which rates are changing and which ones are staying the same. This includes big news around capital gains tax and inheritance tax. There is some good news on ISAs and pensions, and Dan explains why

44:43

The good, bad and ugly of earnings season plus what...

AJ Bell Money & Markets ·

2024/10/25

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 at Starbucks from the new man in charge as sales keep falling to a Netflix subscription slowdown, Tesla’s return to better form and in the UK Hollywood Bowl’s mega strike. Mike Asheley set’s his sites on running Boohoo and Boeing’s back on the back foot after employees rejected

01:00:47

Why UK inflation is in good news territory and the...

AJ Bell Money & Markets ·

2024/10/18

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 before the end of the year.They’re joined by Tom Selby, AJ Bell’s director of public policy, to discuss ongoing Budget speculation which has unsettled many pension savers and prompted AJ Bell to call on the Treasury to commit to a pension tax lock. They also discuss the impact

55:11

Google’s break-up threat and why US markets have...

AJ Bell Money & Markets ·

2024/10/11

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 its dominance of the search space.They also discuss why our waning appetite for snacks has taken a bite out of PepsiCo’s sales and why a cost shock sent UK housebuilder Vistry’s shares tumbling. We hear from Ryan Hughes, managing director of AJ Bell Investments, about why the US

54:55

Investment Trust Show #8: Investing in private...

AJ Bell Money & Markets ·

2024/10/07

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 Tredget about tapping into private equity funds, while Gresham House’s Ken Wotton, fund manager of Strategic Equity Capital, explains how to apply private equity investment techniques to public markets. Dan Coatsworth talks to Emma Bird, head of investment trust research at

56:17

The fight against scams, investing in Wetherspoons,...

AJ Bell Money & Markets ·

2024/10/04

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 divergent fortunes for Nike and JD Sports as they issue their latest financial results. Laith Khalaf explains the big changes to energy bills and what people can do if they are struggling financially. Shares magazine’s Ian Conway and Martin Gamble take a seat at the bar to talk about

54:21

China leads share rally, tax traps for high earning...

AJ Bell Money & Markets ·

2024/09/27

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. Charlene Young talks us through a cliff-edge in the tax system that could lose high earning parents up to £20,000 in childcare support and how pension contributions can help you claim money back. Also, how to check if you've got over £2,000 in a child trust fund you didn’t even know

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AJ Bell Money & Markets

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