PODCAST

AJ Bell Money & Markets

AJ Bell

Bringing you the latest personal finance and stock market insights

business investing

All Episodes

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

46:48

Why US interest rate cuts matter around the world,...

AJ Bell Money & Markets ·

2024/09/19

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 now or potentially in the near future mean interest rates are also changing on cash savings. The podcast team take a look at the latest trends and why the financial regulator has issued a warning to the public about cash. The team also chat about the tax implications of so many

49:20

State pension changes, potential capital gains tax...

AJ Bell Money & Markets ·

2024/09/13

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 Apple’s new version of its iPhone and how its share price has moved on average before and after previous upgrades to its flagship product. You can hear about the latest economic and markets news, including takeover activity involving Rightmove and Centamin, and why shares in the

44:58

Market wobbles, Nvidia concerns, Nick Train on...

AJ Bell Money & Markets ·

2024/09/06

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 story.Danni Hewson and Laura Suter also discuss the potential path of interest rate cuts as well as discussing some interesting M&A activity including Rupert Murdoch’s REA Group’s plot for UK property platform Rightmove. Hot off the heels of Rightmove’s takeover interest,

01:01:22

Investment Trust show #7: The big charges debate, F&C...

AJ Bell Money & Markets ·

2024/09/02

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. Dan Coatsworth talks to Annabel Brodie-Smith from the Association of Investment Companies about this topic and to find out which trusts have the highest and lowest costs for investors. Paul Niven, manager of retail investor favourite F&C Investment Trust, is on this week’s podcast

56:49

Magnificent Seven disappointment rattles markets,...

AJ Bell Money & Markets ·

2024/07/26

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 discuss the negative impact of electric vehicle production on Ford and Nissan and why GM is delaying its plans to build a green Buick. Ryanair profits tumble as it cuts back on fare hikes, but EasyJet is ramping up for a record summer. Get the podcast team’s take on the airline

37:32

Investing in gold, tech sector sell-off, and a fund...

AJ Bell Money & Markets ·

2024/07/18

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 gold’s ascent and why there might be a big turning point for the gold mining sector on the horizon.We’ve seen some big movements on the US and UK stock market over the past week linked to geopolitical issues, inflation and jobs data. Dan analyses the market reaction and what it

41:52

Barclays spending data, housebuilder updates, US Q2...

AJ Bell Money & Markets ·

2024/07/12

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 they discover how saving money can improve your sleep and mental health.They also deliver the latest updates on housebuilders Vistry and Barratt Developments amid planning challenges and rising costs, preview the upcoming US second quarter reporting season, highlighting key companies

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AJ Bell Money & Markets

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