AJ Bell Money & Markets

AJ Bell

  • 49 minutes 29 seconds
    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 key companies both sides of the Atlantic.

    The pair discuss Tesla’s surprise announcement, Pepsi’s trading-down problem, JD Sports aiming to generate 40% of sales from the US, and an activist investor snapping up bonds in troubled utility company Thames Water.

    You can hear about an alarming number of adults still living with their parents in their 30s and what the property industry wants the government to do to help first-time buyers get on the property ladder.

    Dan discusses the disappearance of generous cash incentives to switch bank account and the surge in people switching credit card deals.

    Finally, Tom Sieber and Ian Conway from Shares magazine get under the bonnet of Associated British Foods and how there is a lot more to the business than its retail arm, Primark.

    24 April 2024, 4:28 pm
  • 46 minutes 21 seconds
    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 over £1 million reportedly lost this year already by ‘Swifties’ – Taylor Swift fans desperate to get their hands on tour tickets.

    Our guest is Ayush Abhijeet from Ashoka India Equity Trust, who chats to Danni Hewson about where he sees the potential value in what’s likely to be the G20’s fastest growing economy once again this year.

    Charlene has an update on the enquiry into the collapse of the Woodford Equity Fund and how the regulator was going to give one of parties involved a £50 million fine but then chose not to.

    Dan covers upbeat news on IPOs, a takeover approach for Royal Mail and a deal involving 90s food favourite TGI Friday’s.

    We wrap things up with figures on charity gifting and Charlene explains how gift aid rules give UK charities a 25% boost on donations received but also possible tax relief for those making the donations.

    18 April 2024, 10:54 am
  • 51 minutes 49 seconds
    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. The pair mull over what that might mean for UK rates and Laura digs in to the latest FCA Financial Lives survey which shows things are improving for UK households, though 7 million households are still struggling to pay bills.

    Earnings season has started all over again and kicking things off in the UK the country’s biggest supermarket Tesco reports a jump in profits as price cuts keep shoppers in store. Danni looks into what that might signal for the weeks ahead, plus what the former Tesco boss Jason Tarry might bring to John Lewis and Shell’s shock announcement that it could consider moving its listing to New York. AJ Bell’s head of policy Rachel Vahey is on hand to deliver our pensions corner and she’ll be answering one of your questions about the potential tax implications as the state pension increases and our guest this week is Catherine Yueng Investment Director at Fidelity Asian Values – she explains why she still sees China as a good investment.

    11 April 2024, 2:51 pm
  • 37 minutes 51 seconds
    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 record high so Dan dives into the reasons why the precious metal is doing so well.

    Danni digests some disappointing news from Tesla and what it means for the electric vehicle space.

    Tom Sieber from Shares magazine talks about the state of the UK stock market and a warning from one of the big brokers that we could see hundreds more companies disappear from the London Stock Exchange over the coming years.

    Jeremy Hunt promised us a new British Savings Bond when he gave his Budget last month and we’ve now got all the important details. Dan weighs up the pros and cons of the new savings vehicle.

    Meanwhile, Danni explores the rise of the billionaire and why it might be worth looking down the back of the sofa for some chocolate coins.

    4 April 2024, 12:35 pm
  • 52 minutes 43 seconds
    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 experts and fund managers, with each episode debating some of the most popular trusts with retail investors, the big topics that matter, and a little bit of educational material to get listeners up to speed. This episode focuses on income, growth, the UK and renewable energy.

    Laith Khalaf talks to Annabel Brodie-Smith from the Association of Investment Companies about dividend heroes. These are investment trusts that have raised their dividend every year for at least 20 years in a row.

    Martin Gamble and Tom Sieber from Shares magazine explore the rise of JPMorgan Global Growth & Income and how it has become one of the most popular trusts with UK investors.

    Ryan Lightfoot-Aminoff from Kepler Partners is on the show to explain the different ways you can invest in the UK following plans by the Government to launch a British ISA.

    Meanwhile, Dan Coatsworth talks to James Smith from Premier Miton Global Renewables Trust about why the renewable energy space has been a disappointing place to invest recently, and what is needed for the sector to deliver better returns.

    1 April 2024, 5:28 am
  • 52 minutes 16 seconds
    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 our friends at Shares magazine.

    Trump has been dominating the headlines ahead of the US election, but he’s hit them for a different reason now: his media business has floated on the stock market – we cover how the float went. And our interview this week is with Ewan Markson-Brown from the Crux Asia ex-Japan Fund, who explains why he’s excited about prospects for the electric vehicle sector.

    Looking away from markets, we have an update on the Waspi campaign, and whether they are really likely to be in line for £10bn in compensation, and we have details of a new mortgage for first-time buyers that only requires a £5,000 deposit.

    Finally, we look at some news on how all our supermarket shopping habits have changed – and why we are opting for pricier brands. And cover another drop in food inflation – which might spell good news for overall inflation figures.

    28 March 2024, 1:12 pm
  • 52 minutes 12 seconds
    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 to spin off its ice cream empire, Nvidia’s continued moves to dominate the AI sector and the Chancellor’s comments that the pension triple lock will need to be looked at again after the next election.

    Dan Coatsworth gives us a sneaky peak into what’s in the baskets of ISA millionaires as well as where investors have been investing their ISA money over the past few months.

    Scottish Mortgage Investment Trust is always a firm favourite in ISAs but it’s had a tricky run of late. Danni chats to deputy manager Laurence Burns about why he feels it has turned a corner. 

    Laura Suter gets out her spreadsheet to show how a Lifetime ISA can help first-time buyers shave years off the slog to get a house deposit together.

    With some parents about to get a child benefit windfall thanks to the raising of high-income thresholds, Charlene explains how a Junior ISA can help you turn that into a chunky nest egg for your kids.

    22 March 2024, 9:19 am
  • 48 minutes 12 seconds
    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 ex-Japan Fund about why he invests in Temu’s owner PDD and why Donald Trump’s presidential comeback attempt has weighed on the company’s share price.

    AJ Bell investment director Russ Mould considers the latest inflation figures and what central banks might do next with rates.

    Danni Hewson explores the growing cost of vet bills and why concerns by the UK competition watchdog have led to a formal investigation of the sector including whether consumers are being overcharged for medicine and prescriptions.

    Dan considers the latest results from Domino’s Pizza and Dollar Tree and what they tell us about the state of the UK and US consumer. He also looks at new figures showing a decline in Cash ISA subscriptions, while Danni explores big changes to the basket of goods used to calculate UK inflation.

    14 March 2024, 5:58 pm
  • 31 minutes 19 seconds
    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 ISA, how it might work and why it is not the perfect solution to getting more people interested in investing and supporting UK businesses.

    Pensions news was thin on the ground in the Budget but Charlene Young has found some nuggets worth digesting.

    Also on the podcast: good news for parents looking for help meeting the cost of childcare and changes to capital gains tax on the sale of second homes.

    The team also discuss how the UK government has confirmed plans to push ahead with the sale of its stake in NatWest by summer at the earliest.

    6 March 2024, 5:42 pm
  • 42 minutes 56 seconds
    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 and fund managers, with each episode debating some of the most popular trusts with retail investors, the big topics that matter, and a little bit of educational material to get listeners up to speed. This episode focuses on underperforming fund managers and mergers.

    Should you pay a fund manager to try and outperform or use a low-cost tracker fund that simply follows the market and doesn’t try to beat it? It’s a key conundrum for investors, particularly as many big-name fund managers have lagged the market in recent years. Dan Coatsworth debates this topic with Stuart Gray, co-portfolio manager at Alliance Trust.

    Nick Train-managed Finsbury Growth & Income is among the trusts that have underperformed over the past three years so Ian Conway and Steven Frazer from Shares magazine are on the podcast to discuss what the trust is trying to do and whether there are flaws to its strategy.

    Shares magazine’s Tom Sieber also joins the podcast to talk about an investment trust that is shooting for the moon as it hopes to make money from investing in space. So far, Seraphim Space Investment Trust has delivered poor returns for shareholders who invested at its stock market debut in 2021.

    Dan chats with James Carthew, head of investment company research at QuotedData, about the growing trend for mergers in the investment trust space. We’ve also got Laith Khalaf to run through what it means if one of the trusts in your portfolio goes through a merger, takeover or decides to be shut down.

    4 March 2024, 11:33 am
  • 55 minutes 41 seconds
    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 Taylor Wimpey have been sharing commercially sensitive information that could have affected house prices. 

    Danni digs into whether Shein’s consideration of a London listing comes with warning signs and whether a bidding war could be about to start for electrical retailer Currys.

    Charlene considers warnings by the IFS that the Chancellor must prove any tax cuts are affordable, and the good news that food price inflation is finally falling.

    Dan Coatsworth has been chatting to a couple of people who know tech stocks inside out AND backwards – we’ll hear from Maneesh Bajaj from Brown Advisory’s US Flexible Equity Fund which is invested in most of the Magnificent Seven. Now the dust has settled, we’ve brought back George Dent from BNY Mellon Long-Term Global Equity Fund to talk about semiconductors.

    Tom Sieber from Shares magazine also joins the show to consider if Disney has really lost its way.

    29 February 2024, 11:54 am
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