
AJ Bell Money & Markets
409 episodes — Page 6 of 9
Ep 159Discover why tech stocks had a bad start to 2022 and why value investing is now back in fashion.
Dan Coatsworth and Tom Sieber kick off a new series looking at ways to invest around the world. This week’s episode focuses on the US market, and features Artemis US Select Fund manager Cormac Weldon with his view on the region and outlook for 2022. Elsewhere, Danni Hewson looks at the latest inflation figures. She also explores the share price recovery in travel companies, and she talks to Jenny Owen about car prices. Finally, Dan dives into the latest annual shareholder letter from Fundsmith Equity manager Terry Smith, who has a few choice words to say about Unilever.
Ep 158Big finance changes in 2022, fund manager mistakes and Apple’s $3 trillion valuation
In the first podcast of 2022, we look at the big changes coming for your wallet this year, including tax tweaks, certain £50 notes becoming obsolete, and rising train fares. Laith Khalaf is on to discuss what happened with the markets over the Christmas period, and he also discusses the world’s first $3 TRILLION company. Tom Selby joins us to talk potential changes to when we can collect our old-age pension. And although fund managers are always keen to talk about their success stories, Tom Sieber talks to some about the investments that didn’t go to plan for them in 2021, including James Henderson and Murray Income manager Charles Luke.
Ep 157Investment review of the year: what did well and what bombed? And what will 2022 bring?
In the final podcast of the year, Laura Suter, Dan Coatsworth and Tom Sieber discuss how investors fared in 2021, and pick out the year's best and worst performing investment trusts. Looking forward to 2022, we also round up leading fund managers – including Blue Whale’s Stephen Yiu and Michael O’Brien from Fundsmith – to talk about the stocks they’re putting their money behind. Jenny Owen is back with Mad Money, looking at the millions you could have made investing in mad trends this year. And Dan and Tom get misty-eyed looking back at the great investment stories of the year, including Dan’s favourite clothes shop soaring and Elon Musk’s ridiculous antics.
Ep 156Retailer joy, Evergrande update, Lifetime ISA special and bridging the investing gap
On this week’s episode, Danni Hewson talks about the impact Omicron is still having on markets – in particular, what it means for a potential interest rate rise next week – but has some positive news for us from retailers. We also look at the ongoing Evergrande saga, and how China is managing the issue. Laura Suter talks about how rising house prices are particularly hitting Lifetime ISA savers, and may leave them with a hefty bill, while Tom Selby assesses how LISAs stack up against a pension as a retirement savings option, in Pension Corner. As Christmas gets closer, we also look at the monetary gifts people are planning to give this year, and who is keeping gift cards alive. And Laura speaks to Prakash Chandramohan from TISA about how more younger people can get into investing.
Ep 155Black Friday turns red as markets get spooked by Omicron
This week’s Money & Markets podcast is almost all about Omicron – the covid variant that’s put quite a fear up global markets, especially on last week’s ‘Red Friday’. Danni Hewson, Dan Coatsworth and Tom Sieber discuss how concerns about the new strain sparked a massive sell off, and the aftershocks which have kept on coming. Unsurprisingly, airlines and travel companies were among the biggest fallers, and there’s been massive volatility in the oil price too, as investors weigh up how demand might be affected over the next few months. We also look at what’s going on with vaccine makers as they suss out exactly how efficacious their drugs will be against this new variant. Plus, all the drama surrounding BT which looks to be in the middle of a takeover battle, and some big news from big tech – Twitter has a new boss and Facebook’s parent company Meta has been ordered to sell off the newly acquired Giphy by the UK’s competitions regulator. And with inflation expected to keep rising next year, some investors are starting to wonder if they really need to take the risk of being in the market to get an income. To discuss this, and to get the latest on dividends from the stock market, Dan talks to James Harries who manages the Troy Global Income Fund.
Ep 154Britcoin, cheapest cost of borrowing, US renewable energy and Einstein’s record auction
In this week’s podcast, Laith Khalaf explains the Bank of England’s plan to introduce a digital currency dubbed ‘Britcoin’ by the media, while Laura Suter gives some helpful hints on how to cut the cost of borrowing. She also explains what to do if you’re a customer of failed energy provider Bulb, and chats about a new 3.5% savings bond – what are the pros and cons of putting your money into such a product? Dan Coatsworth explains why Royal Mail is exciting shareholders and annoying customers. He also considers why AO has gone from stock market hero to zero, and why certain countries are dipping into their strategic oil reserves. You’ll also find out which companies might soon be entering or leaving the FTSE 100 index, and why Amazon has decided to stop accepting payment via Visa credit cards in the UK. Elsewhere, Danni Hewson talks to Ecofin US Renewables Infrastructure Trust about investing in windfarms, as well as COP26 and how the US is transitioning to clean energy. Finally, Jenny Owen has been watching a record-breaking auction in Paris, involving manuscripts from Albert Einstein which have just sold for big bucks.
Ep 153Diageo’s drinks dominance, Shell shifts to UK shores, eco banking options, and Buy Now Pay Later aims to get clean
This week we’re delving into the latest shockingly good jobs figures, and what they might mean for the Bank of England’s hotly anticipated decision on interest rates next month. Elsewhere in markets news, Danni Hewson looks at drinks giant Diageo’s bid for global dominance, Shell’s shift to UK shores, and whether markets really cared about a meeting between US president Joe Biden and China president Xi Jinping. Laura Suter is on, and gives an update on the latest Government wrangling over pensioner pay, and how the controversial Buy Now Pay Later market has been changing ahead of tougher regulation. Following on from COP 26, we’ve an interview with green bank Triodos. You’ll hear their thoughts on the rise in green banking, and how exactly you can have an environmentally friendly current account. And if that’s not enough, Jenny Owen makes an appearance, with news of popstars making millions from virtual money in video games.
Ep 152Covid pill boosts market confidence, Tesla’s social sell-off, and the man whose stock market bets paid off
On this week’s Money & Markets podcast, Dan Coatsworth looks at market reaction to a new Covid treatment pill from Pfizer, and weighs the latest winners and losers from the week’s slew of earnings updates. Danni Hewson examines the sparkle that’s back at Marks and Spencer, as well as a return to form for Primark. And what’s with Elon Musk’s social survey? We dig into the Tesla boss’s poll that sent the electric car maker’s share price tumbling. Dan catches up with Bill Ackman – the man who made a fortune betting on the stock market. His latest gamble is on Universal Music, and we’ve been finding out why. Plus, Tom Selby is back with another pensions’ corner: assessing the latest government U-turn on the national minimum pension age changes and what it means for you.
Ep 151Popular Junior ISA investments, rising mortgage rates, Terry Smith backs Amazon, and Biffa’s new waste solution
On the 10th anniversary of Junior ISAs, the podcast looks at the most popular investments held inside these accounts including Tesla and Scottish Mortgage. There is an odd one out: and Dan Coatsworth thinks he knows why. Laura Suter looks at how mortgages are getting more expensive, and what homeowners can do to avoid their bills getting too big. Dan runs through the latest market news, including Terry Smith’s decision to finally invest in Amazon, and why THG and Darktrace have gone off the boil. He also chats about the forthcoming stock market listing of electric vehicle group Rivian and why two FTSE 100 chief executives have just resigned. Michael Topham from Biffa is on the show to explain the acquisition of the Company Shop, which helps household goods manufacturers to sell mislabelled products that might have otherwise gone in the bin. The venture also gives something back to the community and has special shops for key workers. Finally, Jenny Owen discusses things that go bang in the dark – namely fireworks and how we’re spending big on them.
Ep 150Budget Special: picking apart Rishi Sunak’s tax plans and celebrating our 150th episode
On this week’s podcast we’ve delved into the finer details of the Budget and picked apart the Government’s documents so you don’t have to. We reveal all the things you need to know and how the Budget will impact your finances. Tom Sieber looks at how markets reacted to the news and the impact on businesses, while Laith Khalaf digs into the big economic numbers and looks at how the economy is doing as we emerge from the pandemic. Tom Selby looks at how pensioners fared in the Budget, and finds a small nugget that might help those on lower pay who are contributing to their pension, while Laura Suter looks at how reforms to the alcohol taxes might make us all a bit merrier this winter. We also look at the big announcements on Universal Credit, the rise to the minimum wage and whether people will actually be better off.
Ep 149Bank results, rate rise expectations and Netflix Korean cult hit
On this week’s edition of the Money & Markets podcast, Danni Hewson and Tom Sieber asses the winners and losers of earnings season to date and consider whether UK banks will perform as well as their cousins in the US. AJ Bell’s Head of Investment Analysis, Laith Khalaf looks at the latest inflation figures which might have bought the Bank of England some breathing space despite odds of an interest rate rise next month now being actively priced in by investors. The team look ahead to next week’s budget with much of the detail already in the public domain, what else might the Chancellor have up his sleeve? Laura Suter chats to Robin Powell who is a big fan of passive investing and has just written a book called Invest Your Way to Financial Freedom: A Simple Guide to Everything You Need to Know, which aims to get more young people into investing. Plus, how a Korean cult TV programme called “Squid Game” helped put Netflix back on track when it comes to subscriber numbers.
Ep 148How much food and bills could go up in 2022, the real cost of retirement and THG’s share price collapse
Laura Suter puts some numbers on how rising costs are affecting everyday life. She also gives some tips on how to put some controls on a contactless debit card to avoid reckless spending. Tom Selby chats about a new study that considers the amount of money someone might need in retirement. He’s also back with another round of ‘pensions corner’, answering a listener’s question. Dan Coatsworth discusses the big sell-off in THG and ASOS shares and why the recovery in Chinese equities has hit a new bump in the road. He also talks to Charles Glasse from Waverton Asset Management about investment opportunities in European infrastructure and retail companies. Finally, if you’ve ever wondered about the value of old statues in people’s gardens, you’ll definitely want to hear what Jenny Owen has to say on this week’s podcast.
Ep 147October’s onslaught of cuts, rising gas prices and one London landlord’s recovery from the pandemic
This week we discuss all the changes that October is bringing, as the Government winds up much of its financial support for the pandemic, from furlough to the stamp duty holiday. We also look at the impact rising gas prices are having on businesses, as well as the latest supply chain problems companies are encountering. Danni Hewson chats to the head of a London property empire, Brian Bickell of Shaftesbury, about emerging from lockdown and the impact it’s had on his business. We also look at why you need to raid your piggy banks for old notes and an intriguing offer of free food and money for students. Finally, we discuss the impact the social media outage of 2021 had on us, and on markets.
Ep 146Queues at the pumps, the winners and losers of the UK’s ongoing energy crisis and taking stock of ethical investing
On this week’s podcast Dan Coatsworth takes a look at what’s behind the UK’s petrol shortages and the rising cost of energy which has already brought a number of small suppliers to their knees. Inflation concerns have been causing jitters on markets, and some investors seem to be considering their portfolios after a sell off of some fast-growth companies and a surge in bond yields. Danni Hewson has been digging through the latest update from retail ‘class swot’ Next, which has raised its profits guidance for a fourth time this year. But despite being at the forefront of the move to ‘hybrid’ retail, Next isn’t immune to current supply issues, warning that prices are rising and that it’s worried about finding enough labour to keep its slick delivery operation working smoothly. AJ Bell’s Head of Investment Analysis Laith Khalaf has been assessing the growing part ethics is playing in investor decision-making ahead of ‘Good Money Week’, which aims to raise awareness of ethical finance. He’s got the lowdown on how those funds have performed and exactly how much ‘greenwashing’ goes on when companies lay out their ESG credentials. Plus, the new number aimed at preventing fraud, and as the latest Bond film makes its long-awaited debut, we look at how cinemas are recovering, while Dan’s got some crazy stats from 007’s world.
Ep 145Why problems with China’s Evergrande matter to investors worldwide, dealing with higher energy costs, big news from Netflix and a new bank account paying 5% interest
Dan Coatsworth explains in simple terms why troubles at Evergrande – one of China’s biggest property developers – matter to investors in the UK and around the world. Laura Suter looks at the reasons behind the big spike in energy prices and what to do if your energy provider goes bust. Richard Penny from Crux Asset Management gives his views of what might happen with stock markets in 2022. Netflix has bought the rights to Roald Dahl books and Dan explains why this is a very important move by the streaming TV provider. Dan also reveals why shares in British Airways’ owner have shot up by 25% in just five days. Laura looks at the launch of Chase’s first retail bank account in the UK and why it is different to other accounts on the market. And Jenny Owen is on the show to talk prime real estate – she’s spotted an island for sale for £50,000.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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?
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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
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
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.
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.
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
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
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
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
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.
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