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AJ Bell Money & Markets

AJ Bell Money & Markets

394 episodes — Page 6 of 8

Ep 144Inflation spikes, pandemic personal finances divide and the world’s most expensive beach hut

It’s a record-breaking week on the podcast, as Laura Suter and Danni Hewson talk about this week’s largest ever jump in inflation and look at how markets reacted to the news that prices are rising. We also look at all the companies suffering supply chain issues, why the travel sector has been hit again and what this week’s record-breaking jobs news means for us all. On this week is Tom Selby in Pensions Corner, talking about the perils of cashing in your pensions in one go, while Dan Coatsworth has an interview with small cap specialist Richard Penny about the stocks piquing his interest. We also look at how the pandemic has exacerbated the wealth gap in the UK, and finally, Jenny Owen is back with a record breaking price for a beach hut in Money Madness.

Sep 16, 202134 min

Ep 143The costly care conundrum, new term new workplace rules and why the Bank of England’s turned to the Beano for help

On this week’s edition of the Money and Markets podcast Tom Selby looks at the small print of government plans to hike national insurance to pay for care costs. He takes a look at how much we’ll all be paying, if the cash raised will be enough to do the job and whether a cap on costs will mean people won’t need to sell their homes to pay for what they need in later life. He also looks into a rise in dividend tax and why making sure you’re using appropriate tax wrappers is crucial. Dan Coatsworth looks into US market wobbles after disappointing jobs figures and assess why bad news was actually seen as good news by some investors. He also takes a look at the latest updates from two household names both of which have put supply issues front and centre. Dunelm and Halfords seem to be experiencing diverging fortunes when it comes to dealing with stock and adults hoping Santa might leave a bike under the tree this Christmas might be disappointed. As the new school term gets underway many workers are making their first trip back to the office for months, but with more and more companies saying they’re planning to adopt a hybrid practice Danni Hewson chats with leadership supremo Jo Owen about his new book “Smart Work: The Ultimate Handbook for Remote and Hybrid Teams” and asks what he thinks are the positives and pitfalls companies should be considering and where investors might find opportunities as businesses adapt. Plus, there's a lot of work being done outside of the classroom to help more children understand money and financial literacy. To that end the Bank of England has teamed up with children's comic favourite Beano and Laura Suter chats to Andrew Hebden, head of outreach and education for the bank, about how the project came about.

Sep 9, 202150 min

Ep 142Outlook for stocks, changes to contactless cards, and the rise of thematic funds

AJ Bell Investment Director Russ Mould explains why US stocks are riding high after an important meeting of central bankers, and what could move markets going forward. Dan Coatsworth examines UK stocks that have done well this summer and discusses the latest news on WH Smith and Blue Prism. Laura Suter chats about the dangers of freely tapping your debit card in pubs and shops, and she debates why Britain faces a £371 billion savings shortfall. There is also a section on thematic funds including the launch of a new product that provides exposure to companies helping to make people’s lives healthier.

Sep 2, 202131 min

Ep 141Bitcoin bandwagon, billion-pound bids and bumper pensioner payrises

On this week’s episode Laith Khalaf looks at rumours of a £7bn bid for another supermarket and what’s behind the sell-off in mining stocks, as well as giving an update on the latest supply chain issues hitting companies. We will also be talking about how PayPal has jumped on the cryptocurrency bandwagon and Laura Suter will be looking at whether the stamp duty holiday really was the reason behind soaring house prices so far this year. We’ve got Georgia Stewart at Tumelo talking about how investors can assess what’s in their fund portfolios from an ESG point of view and how to hold fund managers to account. Plus, Tom Selby is on to talk about the bumper 9% payrise pensioners could be getting next year – and how young people feel about that prospect, while Jenny Owen reveals how one item lying around in your car glove box could land you a £1,600 windfall.

Aug 27, 202133 min

Ep 140Defence sector sees M&A action, rising prices impact retailers and warnings about “Smishing” fraud

This week’s podcast looks into bids for two defence giants which are attracting government attention. Private equity owned Cobham targets Ultra Electronics and US based Transdigm’s been told to put up or shut up when it comes to its interest in Meggit. Tom Sieber’s in the hotseat to talk about the FTSE 250 as many of the firms being targeted for takeover are mid-caps which may make financing deals easier for firms doing the buying. With retail the main focus for US markets this week as a whole host of big retailers report their latest earnings, Danni Hewson has been picking through some of the winners and losers. She’s also been chatting to Catherine Shuttleworth, CEO of Savvy Marketing about the state of retail in the UK and how shipping snarl ups and rising costs could impact the sector in the run up to Christmas. Plus, fraudsters focus on “smishing” – text message scams aimed at getting you to share your financial details. We chat about what to look out for and how to avoid getting stung. Plus Jenny Owen’s got wedding fever and explains how old cake is pulling in big money.

Aug 19, 202136 min

Ep 139Takeover fever, an inflation warning for cash savers and tips for the DIY investor from AJ Bell’s big boss

This week’s podcast takes a look at some of the skirmishes underway to snap up UK companies including Big Tobacco’s bid to get in on the wellness trade. Laura Suter checks out the latest US inflation figures and gives cash savers tips on how to beat the inflationary heat. Dan Coatsworth chats to AJ Bell Chief Executive Andy Bell about investing for the first time and his tips for young risk takers. We’ve also got copies of his new book to giveaway. Plus, Danni Hewson and Jenny Owen on the surge in used car sales and the Mona Lisa of stamps.

Aug 12, 202134 min

Ep 138The fund manager who got out before China sell-off, a defence company with a hidden jewel, and the junior bankers’ struggle for a big payday

This week’s podcast features Simon Edelsten from Mid Wynd Investment Trust on the sell-off in Chinese shares and why he decided to dump most of his Chinese holdings earlier this year. Dan Coatsworth explores how the FTSE 250 index of UK companies is trading at a new record high, and he dives into the latest results from Greggs and Domino’s Pizza. Stuart Widdowson from Odyssean Investment Trust talks about a fascinating company in the defence sector which is doing something very smart that a lot of people haven’t cottoned on to. Laura Suter is back on the podcast and she talks about junior bankers being forced to work long hours in the pursuit of big paydays. She also reveals the serious amount of cash stuffed down the back of people’s sofas Finally, Jenny Owen talks about film-related memorabilia that’s worth a lot of money. So, if you’ve got some Ghostbusters or Star Trek stuff in the attic, don’t miss this podcast.

Aug 6, 202140 min

Ep 137Tech giants, China’s regulatory muscle flex and the best way to save for kids.

This week podcast looks at why some astonishing earnings figures from three American tech giants hasn’t delighted all investors and Dan Coatsworth digs into huge market falls in shares of Chinese companies listed on US markets and asks if Beijing has more muscles to flex and how that could impact investors. Danni Hewson chats to Ged Futter from the retail consultancy GSCOP about rising prices and how companies like Reckit Benckiser will be looking to pass those onto consumers, plus he gives us his take on the deal on the table for Morrisons which hasn’t gone down well with the supermarket’s biggest shareholder. We hear from Tom Wildgoose from Nomura about investing in Google and $13 billion dialysis group DaVita and Tom Selby is back with another pensions corner. This week’s listener question is focused on the best way to build up a savings pot for your children.

Jul 30, 202147 min

Ep 136Stagflation haunts the markets, the outlook for gold, lasting power of attorney overhaul and Olympics treasures

This week’s podcast explains the reasons why stock markets have taken another hit. Dan Coatsworth debates the perils of stagflation, the companies with supply chain disruption and margin pressures, and why strong Q2 numbers may not be enough to push up share prices. We may be enjoying the summer sun, but Danni Hewson explains why you might need to plan ahead with your Christmas Day meal. Nitesh Shah from WisdomTree joins the show to chat about why the gold price isn’t behaving as one might expect, and Dan talks to Mark Manduca from XPO Logistics about the challenges facing companies as they seek to move goods from A to B. Lisa Webster from AJ Bell explains new plans to overhaul the power of attorney system, while Danni looks at the latest issues facing women’s state pension campaigners. Finally, Jenny Owen looks at the Olympics memorabilia that sells for thousands of pounds.

Jul 23, 202135 min

Ep 135Big wobbles, big banks and ten years of Lifestrategy funds

This week podcast looks at what was behind the recent global market slump and how rising inflation on both sides of the Atlantic might change the game going forward. Danni Hewson assess whether the mask wearing conundrum might have a detrimental impact on retail and hospitality businesses and we also dig into how so-called “Freedom Day” has been impacting share prices across the board. It’s earning season the sequel and big banks are, as ever, amongst the first to report and whilst earnings growth reported so far has been stellar as expected some US banks have seen big falls in revenues. Meanwhile with the Bank of England has given the green light to UK banks to start paying out dividends once again we look at how well the sector has coped now economic recovery is underway. Laith Khalaf is back to talk us through those Lifestrategy funds and finding out why they’ve performed so well over the last decade and what the next years might have in store. Plus, Dan Coatsworth chats to Kartik Kumar, the man behind investment trust Artemis Alpha about how he chooses which stocks to invest in and getting the low down on two that he’s particularly interested in right now.

Jul 16, 202141 min

Ep 134Property special: housing market frenzy, top mortgage deals, Tritax’s warehouse boom and the future of property funds

This week we have a special edition of the Money & Markets podcast looking at the world of property. Danni Hewson talks to consultant Alex Goldstein about the explosion in house prices, and Laith Khalaf asks David Hollingworth from London & Country for tips on getting a mortgage. Dan Coatsworth interviews James Dunlop from Tritax on why warehouses have become prime real estate thanks to the surge in online shopping. Ryan Hughes dives into the world of property funds and explains why recent fund suspensions don’t spell the end of investing in this space. The podcast also debates why Morrisons has become a major takeover target and why oil prices are trading at their highest levels since 2014.

Jul 9, 202158 min

Ep 133Green list but no green light for travel, pension nudges and your pot, plus are bonds in or out of fashion.

This week’s podcast assesses why the green list isn’t a green light for travel and looks at the impact of Joe Biden’s big infrastructure deal on markets. Tom Selby checks out why government nudges to get more people getting guidance on their pensions could impact people accessing or transferring their pots. With equities still flying high bonds have been feeling unloved but are they really out of favour with investors? Dan Coatsworth has been talking to Rhys Davies from Invesco about whether they’re still a good bet for a long-term investment portfolio. As the FCA bans crypto firm Binance from carrying out regulated activities in the UK we catch up with Ruffer investment director Duncan MacInnes to get his take on investing in Bitcoin. And is taking out life insurance really a “pact with death”? We chat through some comments made on social media that’s got some people rather hot under the collar and ask what should people consider before buying a policy.

Jul 1, 202149 min

Ep 132Levelling Up, a supermarket treat and what’s changed 5 years after the Brexit vote.

This week’s podcast looks at why markets are still jittery about inflation, Dan Coatsworth digs into a series of announcements from central banks and the latest economic data to assess exactly where things stand and how investors are responding. We examine why British supermarkets have been a big temptation for private equity following a bid for Morrisons which saw its shares jump. Will it become the big prize in a bidding war and are our supermarkets undervalued like many UK equities seem to be. 5 years on from the Brexit vote we catch up with AJ Bell’s head of active portfolios Ryan Hughes who gives us the low down on what’s changed, what hasn’t and what’s going on with businesses sentiment and foreign investment. Danni Hewson chats with Henri Murison, director of the northern powerhouse partnership. Brexit played a big part in Boris Johnson’s “red wall” victories but what’s going up with the levelling up agenda and how will having the new UK infrastructure bank based in Leeds change things. Plus Tom Selby digs into all that pension speculation. Is the triple lock in jeopardy, will the Treasury make changes to pension tax relief or the lifetime allowance or is it all just so much hot air? And Jenny Owen’s looking at numismatics as the Royal Mint celebrates the Tokyo Olympics with a new 50 pence piece.

Jun 25, 202145 min

Ep 131Why inflation matters, UK football’s troubling finances and investing in overseas markets

Inflation is all the rage, so this week’s podcast looks at the factors driving up the cost of living. Dan Coatsworth explore why wages could soon be going up and Danni Hewson looks at the companies in the firing line over big bonuses. The podcast discusses the state of UK football’s finances and digests the latest news from Boohoo and Ashtead. If you’re interested in investing in overseas markets then do not miss this week’s guest interview with Nicole Vettise from Franklin Templeton as she talks opportunities in Asia, ways to play the electric vehicle boom and why Alibaba’s multi-billion-dollar fine might not be a reason to panic. Jenny Owen also looks at why cow poo is playing a major role in the rise of cryptocurrencies.

Jun 17, 202140 min

Ep 130Global tax changes, investor activism and why financial stocks are back in vogue

This week’s podcast looks at how markets have reacted to big plans from the G7 to change global taxation and another crypto bounce as Bitcoin becomes legal tender in Venezuela. Danni Hewson also digs through Andy Haldane’s assessment that the UK housing market is “on fire” and Dan Coatsworth mulls over the current spate of investor activism. We get the low down from George Barrow, co-manager of the Polar Global Financials Trust on why financial stocks have been making a bit of a comeback and what investors should be looking out for. Plus, with UK holidaymakers seemingly stuck at home for another summer what will it mean for Leisure stocks and how are airlines coping since Portugal came off the green list?

Jun 11, 202136 min

Ep 129Oil and gold prices surge, the nagging questions behind the housing boom and pensions corner returns

This week’s podcast, featuring AJ Bell’s Tom Selby and Jenny Owen and Tom Sieber from Shares, looks at the recent rally in gold and oil prices, what’s happening in the housing market and whether there should be more choice in workplace pension schemes. Amid talk of a commodities supercycle Dan Coatsworth interviews Mark Smith from Amati Strategic Metals about the mining sector and the outlook for different metals. There’s a return for pensions corner and we talk about whether investors should care if the chairman and CEO of a company is the same person after recent speculation over whether JD Sports executive chairman Peter Cowgill might step down.

Jun 3, 202139 min

Ep 128The big reopening: how travel operators, pubs and car sellers are coping

This week’s podcast talks to the heads of three companies in the travel, pub and retail sectors. We chat with Julia Lo Bue-Said from Advantage Travel Partnership on how the travel industry is faring under the new traffic light system. Patrick Dardis from Young’s gives his view on a potential blockbuster summer for UK pubs. And Daksh Gupta from Marshall Motors explains how used car prices are going through the roof. We also talk about Marks & Spencer’s latest results and the big wave of takeovers.

May 27, 202142 min

Ep 127Crypto volatility, small cap surges and why ESG investing isn’t a trade-off between value and returns

This week’s podcast looks at the volatility of crypto currencies, why oil prices are impacting markets and multi-billion-dollar streaming deals. Dan Coatsworth assesses how UK airlines are coping as some holidaymakers jet off for the first time and the confusion about what exactly an amber light really means. As more and more companies are screening investments based on sustainable criteria Danni Hewson chats to Kate Rogers Head of Sustainability at Cazenove Capital and Katherine Davidson Fund Manager of the Global Sustainable Growth Fund – both part of the Schroders group about why they believe investors aren’t having to make a trade-off between values and returns. And Dan Coatsworth catches up with Gervais Williams from Miton Microcap Trust who explains why shares in UK small cap companies have surged this year and discusses three of his favourite stocks.

May 20, 202143 min

Ep 126Why inflation fears matter, reopening winners, retailers’ share prices soar and social care funding disappointment

Dan Coatsworth explains how rising inflation effects everyday life and why it spells trouble for global stock markets. He also talks to Danni Hewson about the big share price rally in retail companies including Greggs, Card Factory and The Works, and the pair also chat about ways that retailers are trying to reinvent themselves such as Pret opening concessions inside supermarkets. Tineke Frikkee from Waverton gives her view on the structural changes we’re seeing following the pandemic and the companies that might prosper. The podcast also features Tom Selby talking to Mike Padgham from the Independent Care Group about news in the Queen’s Speech to bring forward social care funding reform. Rounding off this episode is a look at new shocking figures on scams.

May 14, 202139 min

Ep 125Pushing back minimum retirement age, dealing with fraudsters, companies with pricing power, and making money from trainers

If you’re approaching retirement, this week’s podcast is essential listening. Tom Selby explains a proposal by the financial regulator to make people obtain guidance before accessing their pension. Tom also explores proposals to push back the minimum retirement age from 55 from 57, and he looks at how the end of the furlough scheme could see more people over 55 consider dipping into their retirement savings earlier than planned. The founder of the money saving website “Be Clever With Your Cash” Andy Webb joins us to discuss why high street banks are ditching cash incentives designed to get people to switch and how to the pandemic has seen more of us embrace the virtual world when it comes to our money. Danni Hewson chats about the ongoing shortage in computer chips and Dan Coatsworth considers the factors troubling investors in the past week. He also debates the type of company which should come out on top as inflation accelerates, exploring the concept of pricing power. And if you wondered why trainers have become so collectable, Jenny Owen looks at how Ebay is getting more involved in this market.

May 6, 202143 min

Ep 124Big companies’ big earnings, the Post Office’s new banking pilot and an Asian investment trust superstar

It’s a massive week for big companies reporting their latest earnings. This week’s podcast drills into the numbers from Tesla, Microsoft, Google, Lloyds and HSBC. Dan Coatsworth talks to Hugh Young about how Aberdeen Standard Asia Focus has become the second-best performing investment trust since ISAs were launched in 1999. Tom Selby explains the tax rules on pension withdrawals, while Danni Hewson explores the Post Office’s role in providing much-needed banking services to communities. Finally, Jenny Owen considers whether Aberdeen Standard’s decision to rebrand to Abrdn is a mistake or a stroke of genius.

Apr 30, 202131 min

Ep 123Market madness, housing bubbles and why AI investing is not just about Robots

This week’s podcast looks at the highs and lows of the FTSE 100 as it finally scrambled over the 7,000 mark but fell back after just a day. Danni Hewson considers why 3.9million is a disappointing number for Netflix when it comes to new subscribers and discusses the pitfalls of an overheating heating housing market with Dan Coatsworth Richard Marwood from Royal London Asset Management shares some tips with Dan about where to find income on the UK stock market. And Laith Khalaf chats to Chris Ford, who runs the Sanlam Artificial Intelligence fund. They discuss why investing in AI isn’t all about the rise of the robots or tech companies in fact lots of industries are adopting it to make themselves more efficient.

Apr 22, 202139 min

Ep 122Retail reopening, attractions of family-run businesses and return of Mark Barnett

This week’s podcast looks at the challenges facing retailers as shops reopen in England. Danni Hewson talks about the likes of JD Sports and Primark’s owner Associated British Foods, together with a look at how Tesco has fared during the pandemic. Joe Bauernfreund from AVI Global Trust joins the show to talk about the attractions of family-run businesses from an investment perspective. Dan Coatsworth discusses the return of former star fund manager Mark Barnett and he chats with Laith Khalaf about the FTSE 250 index of UK companies hitting a new record high. Laith also dives into the world of closet trackers, namely funds where managers aren’t really adding much value despite being paid an annual fee. Finally, Jenny Owen talks about a surreal money-related story involving beer and robots.

Apr 15, 202130 min

Ep 121The FTSE 250’s spring surge, pension pitfalls to watch when taking a tax free chunk and Deliveroo’s less floppy retail debut.

This week’s podcast looks at the record gains in the UK’s second tier index as another phase of lockdown nears it’s end. It also examines how Deliveroo’s retail investors fared when they finally got the chance to trade their shares. Tom Selby explains what you need to look out for if you’re planning to take a tax free sum from your pension pot and Tom Sieber gives his tips on how to spring clean your portfolio. Jessica Ayres, a financial adviser with Timothy James & Partners Explains why women in particular need to get to grips with their finances if it looks like divorce is on the cards. And Jenny Owen’s back with tips on turning your old toys into significant amounts of cash.

Apr 8, 202136 min

Ep 120Deliveroo flop, doubling money on Royal Mail shares and helping younger people get into investing

This week’s podcast looks at why Deliveroo’s stock market debut didn’t go to plan. It also examines how stock markets performed around the world in the first quarter of 2021. Temple Bar Investment Trust fund manager Ian Lance discusses why Royal Mail’s shares have soared since November and why he’s backing BP despite growing investor opposition to oil producers. Tom Selby answers a listener’s question on pensions, and he talks to Iona Bain about how she is helping younger people to better understand investing. The podcast also looks at ways to claim money for working from home and Jenny Owen explains why certain pandemic-era memorabilia could be worth a lot of money in the future.

Apr 1, 202149 min

Ep 119Everything you need to know about ISAs, big change at Scottish Mortgage and a warning for young investors

It’s an ISA special with lots of useful information to help you get the most from your investments and not lose out to the taxman. The podcast also chats about what a change in manager means for investors in popular investment trust Scottish Mortgage, and why the regulator is concerned about young investors not understanding the risks of buying shares and cryptocurrencies. [4.03] What is an ISA? [8.30] Tax benefits of ISAs [12.45] Using an ISA to get on the housing ladder [15.20] When to use a Cash ISA or a Stocks & Shares ISA [18.20] Top ISA tips [20.45] Most popular stocks, funds and investment trusts held in an ISA [26.40] Using an ISA to invest for children [29.30] Listener questions about ISAs [40.00] Strange money story of the week

Mar 25, 202144 min

Ep 118Missing out on IPO gains, AstraZeneca's falling share price, growing demand to be a Cake Box franchisee and green investing with TRIG

In this week’s podcast: how retail investors often miss out on big first day gains with IPOs. Find out what investors think about AstraZeneca’s vaccine roll-out being halted in parts of the world and why its shares were falling months before this incident. Dan Coatsworth examines Greggs’ latest results and chats with Cake Box CEO Sukh Chamdal about growing demand to be a franchisee. Danni Hewson talks about the return of 95% mortgages while Tom Sieber weighs up the state of the housebuilding sector. Jenny Owen is also on the show with a bizarre story about fridge magnets that detect new mortgage deals. Don’t miss Danni talking to Helen Mahy from The Renewables Infrastructure Group about all things green. And there’s some good news for people who’ve been paying too much on their energy bills

Mar 18, 202138 min

Ep 117Surviving the tech sell-off, teaching money in schools and getting clever with cash ISAs

This week’s episode chats about the big stimulus cheques being sent to US households and how that money might be spent on investing. Rosanna Burcheri from Artemis Global Select fund and William De Gale from Bluebox Technology fund talk about the recent sell-off in tech stocks, what to think about if you’ve been affected, and why they think parts of the tech space still hold considerable appeal. Danni Hewson looks at progress made with teaching school children about managing money and how some people could be losing out by not seeking better rates on their cash savings. Dan Coatsworth chats about the latest financial results from Domino’s Pizza, ITV and Foxtons, and there is also a look at Restaurant Group’s big fundraise.

Mar 11, 202141 min

Ep 116Bond yields causing trouble, AJ Bell CEO on the surge in share dealing interest, and why the SPAC craze could be headed for the UK market

This week’s podcast explores why stock markets are being troubled by rising bond yields, and how inflation expectations are causing a sell-off in tech stocks. Danni Hewson considers the ethical issues clouding Boohoo and why investors should be paying close attention to the oil price. AJ Bell’s chief executive Andy Bell is this week’s special guest where he discusses the rise in popularity for share dealing and whether people flocking to trade GameStop shares could become long-term investors. He chats about the rise of free investment apps and what goes on behind the scenes when you buy a share. Dan Coatsworth examines potential changes to UK stock market listing rules and how the proposals have already convinced Deliveroo to choose the London Stock Exchange as the home for its shares. The knock-on effect of any listing rule changes is that London market could finally get its share of the action for SPACS – in-demand investment vehicles on a mission to buy companies.

Mar 5, 202139 min

Ep 115Budget special: what it means for your money, the stocks that jumped, and why companies could be pleased at the tax changes

Danni Hewson makes her debut as the new co-host of the podcast and joins Dan and Tom to analyse the key points from Rishi Sunak’s 2021 Budget. They discuss the key points relevant to savers and investors, such as the state of play with pensions and ISAs, as well as the new green savings bond being planned by the NS&I. Danni looks at the economic forecasts for the UK, while Dan gets stuck into the impact of tax cuts for companies on investing in equipment and why this could be good news. You can also discover the stocks that moved the most on the Budget and why changes to corporation tax may not be as bad as feared. Finally, Tom considers all the bits that were predicted to happen yet didn’t crop up in the Budget. Presented by Danni Hewson, Dan Coatsworth and Tom Selby of AJ Bell

Mar 3, 202131 min

Ep 114Pensions minister Guy Opperman talks about the Pension Schemes Act, stopping the next big pensions scandal and how savings ‘sidecars’ could help address financial vulnerability

In an exclusive interview with Money & Markets, pensions minister Guy Opperman discusses the key elements of the Pension Schemes Act and how it will aim to make people’s pensions ‘safer, better and greener’. He discusses new rules designed to punish bosses who neglect their responsibilities to pension scheme members and protect people from scams, the future of ‘pensions dashboards’ and why ESG investing is at the top of the Government’s agenda. He also talks about the future of Government pensions policy and why savings ‘sidecars’ could help address financial vulnerability in a post-lockdown world. Presented by Tom Selby

Feb 25, 202137 min

Ep 113The return of Neil Woodford, new data sheds light on financial vulnerability, a focus on the future in China and why the age people can access their pension pot is rising

This week’s podcast discusses the return of Neil Woodford, the man who made a fortune for himself and investors at Invesco Perpetual before things turned sour at his solo venture Woodford Investment Management. We also talk about a big piece of work the FCA has carried out assessing people’s financial circumstances since lockdown measures were introduced, and the latest ‘retirement corner’ looks at the impact of the Government’s decision to increase the normal minimum pension age. This week’s special guest is Andy Rothman, investment strategist at asset manager Matthews Asia. Andy talks to Dan about a range of topical issues involving China including what’s happening in the country economically post-Covid, ESG considerations with Chinese companies, and whether Joe Biden can quickly repair relationships between the US and China. Presented by Tom Selby and Laith Khalaf

Feb 18, 202148 min

Ep 112Tesla puts bitcoin into top gear, meet Lindsell Train’s rising star, Glaxo and Ocado get the thumbs down, and the future of annuities

This week’s podcast dives into the world of cryptocurrencies and explores why Tesla has jumped on the bitcoin bandwagon. Discover why shares in GlaxoSmithKline and Ocado fell on their latest updates, and why the FTSE 100 is treading water. The team debate the future of annuities as investors look for sources of income in retirement. This week’s special guest is Madeline Wright who explains her journey joining asset manager Lindsell Train almost straight out of university and how she now plays a key role with popular funds Finsbury Growth & Income and Lindsell Train UK Equity. Madeline explains what she has learned from highly respected fund manager Nick Train and how her research into Prada and Experian resulted in Lindsell Train investing in both companies. Presented by AJ Bell’s Dan Coatsworth and Laith Khalaf

Feb 12, 202140 min

Ep 111Amazon drops a bombshell, the fund manager who avoids Faangs, and fading GameStop fever

This week’s podcast chats about what a change in CEO means for Amazon, together with a look at the retailer’s fourth quarter results and how other big-name US companies are either beating or missing earnings expectations. James Spence from Cerno Global Leaders Fund joins the show to explain why he is one of the few fund managers running a global equities fund that doesn’t feature the Faangs (Facebook, Apple, Amazon, Netflix and Google). James offers his view on the markets over the next few years and the reasons why he invests in the likes of bicycle components group Shimano, the ‘brains of electric vehicles’ specialist Aptiv and precision engineer Renishaw. AJ Bell’s pension expert Tom Selby is back on the show to answer another listener question on retirement savings. This time, it’s the turn of someone who wants to know if they can take money out of a workplace pension when they want and put it in a SIPP. The team also discuss Moonpig’s impressive stock market debut and why it’s about time that ‘buy now pay later’ providers are facing stricter controls.

Feb 4, 202147 min

Ep 110Why Gamestop shares have been going to the moon, whether amateur traders are fueling a stock market bubble, and 10 years of ISA returns

This week’s podcast explores how social media has led to a new wave of potentially inexperienced investors betting money on low quality businesses. Reporting season has kicked off in the US and Dan talks through the results of two big beasts, Microsoft and Starbucks. Tom Sieber, deputy editor of Shares, joins the show to look at the performance of markets in Asia and the UK, and the patterns emerging among FTSE 100 stocks. It’s also the start of the ISA season with the tax year end coming up soon, so Laith looks at how cash ISAs and investment ISAs have performed over the last 10 years. Presented by Shares’ Editor Dan Coatsworth and AJ Bell’s Financial Analyst Laith Khalaf

Jan 28, 202139 min

Ep 109The Biden policies that matter for investors, value versus growth and options for someone with a workplace pension and a SIPP

This week’s podcast looks at what Joe Biden’s agenda means for investors as he becomes the new President of the United States. We also chat about some of the week’s biggest news on the markets including Netflix’s latest numbers, Wetherspoon raising more cash and signs of renewed interest in cruise ship operators. We answer a listener’s question on managing their retirement savings and explain why there is some royal news in the world of pensions. This podcast also features fund manager Matthew Tillett from Brunner Investment Trust who talks about value versus growth and opportunities he sees in the markets, including why he invests in housebuilder Redrow and banking group UBS. Presented by Shares’ Editor Dan Coatsworth and AJ Bell’s Senior Analyst Tom Selby

Jan 21, 202142 min

Ep 108Bitcoin frenzy, Brexit boost for UK stock, what to do with lockdown savings, and the billion-pound IPOs

It’s the two B’s this week on the podcast – bitcoin and Brexit – as we explain why the cryptocurrency is winning new fans and how the trade deal has given a boost to many UK stocks. AJ Bell investment director Russ Mould explains the investment case for bitcoin, why the price has been going crazy, how to invest and what could go wrong. The podcast also welcomes Alexandra Jackson, a manager at Rathbone UK Opportunities fund to talk about the impact of the Brexit deal on the markets, whether investors are too late to benefit from the green revolution, and why AIM stocks have been doing so well. This episode also considers how a lot of people have more cash in their pocket as their social life has been ruined by lockdown, and how best to deploy that money. If that’s not enough, the podcast considers why ASOS’s shares are sitting pretty and how Dr Martens and Moonpig could be worth billions of pounds if their plans go ahead to join the UK stock market. Presented by Shares’ Editor Dan Coatsworth and AJ Bell’s Financial Analyst Laith Khalaf

Jan 14, 202150 min

Ep 107Ex-pensions minister Steve Webb on big retirement issues, and the impact on markets from the Brexit trade deal, new lockdown measures and the Georgia runoff election

This week’s podcast features a chat with Steve Webb and Dan Mikulskis from Lane, Clark & Peacock about some of the big issues facing people in retirement today. They talk about changes to the way pensions are accessed, making sure your pension pot isn’t depleted too quickly, and finding decent sources of income. Elsewhere on this week’s show, Dan weighs up the impact of some big news over the past fortnight that has impacted stocks and shares around the world. He examines the impact on the market of the Brexit trade deal, why new lockdown restrictions haven’t troubled investors, and why changes to the US political backdrop have had a sudden impact on tech stocks and bond yields. Presented by Shares’ Editor Dan Coatsworth and AJ Bell’s Senior Analyst Tom Selby

Jan 7, 202147 min

Ep 106Best performing investments in 2020, what’s on investors’ minds for next year and the European fund significantly beating the market

Discover the stocks, funds, ETFs and investment trusts that made investors rich in 2020. Dan runs through the most popular parts of the market and what might happen next. Laith reveals the main things on investors’ minds as they look to next year. A survey of 2,000 people provides fascinating insight into how the public is thinking about their prospects for making money in 2021. This week’s guest is fund manager Mark Denham from Carmignac whose European Leaders fund has delivered more than four times the return of the European market this year. He explains how this outperformance was achieved and why investors frustrated with lacklustre returns from parts of the UK market might want to look overseas for opportunities. Presented by Shares’ Editor Dan Coatsworth and AJ Bell’s Financial Analyst Laith Khalaf

Dec 17, 202041 min

Ep 105The investment case for AstraZeneca and Ocado, why governments and regulators are attacking tech firms, and the benefits of a workplace pension

This week’s podcast guest is Tineke Frikkee from Waverton who talks to Dan about why AstraZeneca and Ocado have been such important companies during the pandemic and what’s in store for both businesses in the future. Dan looks at the latest events on the stock market including Doordash’s stellar IPO debut, Facebook and other tech firms in the firing line, and the latest in the bid battle for G4S. Tom also considers the case of a 25-year old listener who has asked why they should bother with a workplace pension when they could enjoy the money today. Presented by Dan Coatsworth and Tom Selby

Dec 10, 202045 min

Ep 104Why markets already priced in a vaccine approval, stellar gains from AIM stocks in 2020, retail’s latest challenge and dealing with NS&I’s punishing rate cuts

The UK’s status as the first country in the world to approve Pfizer’s Covid vaccine failed to move stock markets on the day of the news. Listen to the podcast to find out why markets reacted in this way. Tom Sieber from Shares magazine joins the show to discuss the reasons why the AIM market has done nearly as well as the US S&P 500 in 2020 and significantly outperformed large cap UK stocks in the FTSE 100. The podcast looks at the large rate cuts on NS&I accounts and what savers can do to improve their situation. And the team also debate the latest in the retail sector after Debenham’s struggles and Arcadia going into administration. Presented by AJ Bell’s Dan Coatsworth and Laith Khalaf

Dec 3, 202031 min

Ep 103Picking future takeover targets, making sense of Sunak’s Spending Review, stock market optimism and deciding whether to use a Lifetime ISA or SIPP

This week’s guest is Stuart Widdowson, fund manager of Odyssean Investment, who talks to Dan about how four stocks from his portfolio have attracted takeover bids in the past year. He also runs through the attractions of Clinigen, Volution and RWS/SDL. The podcast looks at the key points from the UK Chancellor’s Spending Review and what it means for the economy, jobs and the impact on savers and investors. Tom answers a listener’s question on weighing up which savings wrapper to use: Lifetime ISA or SIPP. And there is also the usual look at stock market movements over the past week, including a chat about Future’s bid for GoCompare, US markets hitting a new high and the reaction to the latest vaccine news. Presented by Shares’ Editor Dan Coatsworth and AJ Bell’s Senior Analyst Tom Selby

Nov 26, 202043 min

Ep 102Picking stocks like a pro, investments relevant to the UK’s 2030 ban on new petrol and diesel cars, Tesla in demand again and potential capital gains tax changes

This week’s podcast guest is ex-hedge fund partner Stephen Clapham who shares his wisdom on finding information to help with investment decisions. Dan chats about the market’s reaction to more vaccine news and the latest in the punch-up between EasyJet and its founder Stelios Haji-Ioannou. He also runs through the stocks and funds that are relevant to the UK’s acceleration towards electric vehicles, and he explains why tracker funds are racing to own shares in Tesla. Laith runs through some new developments on potentially changing UK capital gains tax rates. Presented by Shares’ Editor Dan Coatsworth and AJ Bell’s Financial Analyst Laith Khalaf

Nov 19, 202037 min

Ep 101Making sense of the vaccine-inspired market rally, the expert view on investing in India, and the pension manager closing the door on poor ESG-scoring firms

On the podcast this week: how Pfizer’s vaccine news shook up stock markets and triggered the biggest one-day rally in a long time. Dan considers the winning and losing trades of the day and what it means for investors going forward. The guest interview features David Cornell who manages India Capital Growth Fund. He talks about India’s reputation for corruption, how the country is making big improvements, changes to his fund and how he finds opportunities. Tom answers a listener’s question on salary sacrifice and Laura is back as the show celebrates a milestone achievement. Presented by Shares’ Editor Dan Coatsworth and AJ Bell’s Senior Analyst Tom Selby

Nov 12, 202042 min

Ep 100What Biden’s victory means for investors

In a special podcast, Dan and Laith look at the market reaction to Joe Biden beating Donald Trump in US Presidential Election. They consider the movements on global stock markets, the sectors that have responded the most and why, and what it means for global trade and relations between the US and China. You can also hear why the shift from quality to value stocks has quickly reversed, what’s next with US government spending plans and Biden’s new tax regime. Finally, the team consider what might happen as we go into 2021. Presented by AJ Bell’s Financial Analyst Laith Khalaf and Shares’ Editor Dan Coatsworth

Nov 9, 202018 min

Ep 99Election tension triggers wild market swings, new financial support measures for latest lockdown, and Buffett disciple gives inside track on trust setback and new global fund plan

This week’s podcast looks at how markets reacted as the voting results started rolling in for the US Presidential election and how many investors were caught off guard. It also discusses how many UK investors have suffered from not having a large exposure to US stocks in recent years. Laith outlines the financial support initiatives for individuals and businesses as England goes back into lockdown. And Dan talks to Keith Ashworth-Lord about why the Buffettology small cap investment trust failed to get off the ground, why he doesn’t copy Warren Buffett’s every move, and how overseas markets will be the focus for another fund launch.

Nov 4, 202034 min

Ep 98Interview special: Baroness Ros Altmann on why the UK is facing a long-term care crisis

In this special edition of the podcast, AJ Bell senior analyst Tom Selby speaks to former pensions minister Baroness Ros Altmann about long-term care in the UK, the impact of Coronavirus on the sector and why the system is in urgent need of reform.

Oct 29, 202041 min

Ep 97Fundsmith’s 10-year anniversary, Netflix’s big miss, outperforming ethical funds, Government clamp down on pension scams and Murray Income’s £1 billion merger

This week’s podcast looks at how Fundsmith Equity has become one of UK’s most popular funds as it prepares to celebrate its tenth birthday. Dan chats about the rally in the pound on Brexit trade talks, more consumer goods companies beating earnings expectations, Netflix failing to hit growth forecasts, and Trainline’s CEO stepping down. AJ Bell’s Rachel Vahey joins the podcast to chat about good news for people saving into a pension and why the Government is taking a serious look at pension scams. Laith has a look at the performance stats for ethical funds and why a record amount of money is flowing into this space. Dan also chats to Murray Income Trust’s chairman Neil Rogan about the planned £1 billion merger with Perpetual Income & Growth Trust. Presented by Shares’ Editor Dan Coatsworth and AJ Bell’s Financial Analyst Laith Khalaf

Oct 22, 202051 min

Ep 96Tech stocks bounce back, smaller company investing, China’s dominance of emerging market indices and should you be allowed early pensions access to buy a home?

This week’s podcast looks at the latest action on global markets including a new rally in US tech stocks and how the UK’s AIM market is soaring ahead. Dan has updates on ASOS, Barratt, Bunzl, Round Hill Music and an Italian Instagram star hoping to float herself on a stock market. AJ Bell’s Laith Khalaf talks about the appeal of investing in smaller companies. His colleague Ryan Hughes also joins the show to debate whether China is becoming too big in emerging market indices and if it should be viewed as a standalone entity from an investment perspective. Finally, Tom and Dan chat about a new proposal to let younger people dip into their pension savings to help them get onto the housing ladder and all the problems that might cause. Presented by Shares’ Editor Dan Coatsworth and AJ Bell’s Senior Analyst Tom Selby

Oct 15, 202033 min

Ep 95Companies that use data well, state pension age change, Boris’ latest leg-up for property buyers, and market see-saw on Trump debacle

This week’s podcast features an interview with former Game Group boss Ian Shepherd how companies succeed or fail with using data to drive profits. Find out about important changes to the state pension and how the taxpayer might have to take on some mortgage-related risk in Boris Johnson’s new plan to help people onto the housing ladder. The team analyse the stock market reaction to Donald Trump catching coronavirus and then delaying an important stimulus debate. Dan chats about new signs that value investing is in demand, as well as talking about the problems with Cineworld and why airline stocks reacted positively to speculation of quarantine rule changes in the UK. Presented by AJ Bell’s Senior Analyst Tom Selby and Shares’ Editor Dan Coatsworth

Oct 8, 202044 min