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AJ Bell Money & Markets

AJ Bell Money & Markets

409 episodes — Page 7 of 9

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

Ep 94Behind the scenes of private equity, Asda takeover talk, different job support measures and new insight into pension withdrawal trends

This week’s podcast features an in-depth chat with Arthur Mornington and Steven Tredget from Oakley Capital about takeovers, whether private equity had started to be more transparent, the assumption that PE firms load companies up with debt and under-invest in them, and whether they thought Oakley investment Time Out had been a flop. Dan talks about the latest on the markets including reaction to Brexit trade talks, the US Presidential election debate, Asda takeover chatter and Boohoo beating expectations. You can also hear Tom discuss Rishi Sunak’s new strategy for helping workers as well as chatting about new data on how much we are taking out of our retirement savings. Presented by Shares’ Editor Dan Coatsworth and AJ Bell’s Senior Analyst Tom Selby

Oct 1, 202056 min

Ep 93AIM inheritance tax benefit fears, investors revert to lockdown market playbook, potential good news on insurance prices, NS&I’s big rate cut and exploring negative interest rates

This week’s podcast explores the tax benefits of putting money into certain AIM stocks and how any meddling by the Government on the rules could have a catastrophic impact on the junior stock market. Joining Dan and Tom to talk about this subject is Philip Harrison, a tax consultant from The Wilkes Partnership. Fears over another nationwide lockdown have driven investors to flock to the same stocks that did well earlier this year. The podcast reveals the UK stocks which investors have been chasing over the past week. There have been some brutal cuts to savings rates for NS&I products, so the podcast asks whether savers will stay put or look elsewhere. It also explores the concept of negative interest rates and whether it could happen in the UK. Finally, Dan has some potential good news for people with home or car insurance, while Tom reveals new data on consumer finance habits six months after lockdown first began in the UK. Presented by Shares’ Editor Dan Coatsworth and AJ Bell’s Senior Analyst Tom Selby

Sep 24, 202047 min

Ep 92Is Snowflake the next big tech stock? Debt fears around buy now, pay later; and this year’s 10-baggers

Warren Buffett and Snoop Dogg have backed Snowflake and other investors will soon get their chance as the tech business and Amazon challenger heads to the stock market. Listen to this podcast to find out why Snowflake is getting everyone excited. Greatland Gold has become the sixth London-listed stock this year to see its price rise 10-fold. Dan chats about 10-baggers as part of this week’s review of the markets, which also includes G4S, M&A fever and the latest insight into how fund managers are thinking. Tom explains the importance of New Look’s restructuring plans and why it has property owners shaking in their boots. And the pair explores the meteoric rise of Klarna and buy now, pay later and how this service raises the risk of young adults getting into debt. Presented by AJ Bell’s Dan Coatsworth and Shares’ Deputy Editor Tom Sieber. This week’s guest is Steve Frazer, News Editor at Shares.

Sep 18, 202044 min

Ep 91The brains behind one of the best performing funds, controversial view on savings rates and why The Hut’s stock market debut is getting everyone excited

Join us for a chat with Andrew Vaughan from Free Spirit Fund who explains how his performance has beaten so many other funds. Dan and Tom discuss the recent US market sell-off, companies getting back on their feet after a difficult 2020, and they ask if businesses that benefited from lockdown measures could now find it harder going. E-commerce group The Hut is about to join the UK stock market, so the podcast considers why everyone is excited about the business and some glaring red flags with the story. Do you agree that interest rates are less important when it comes to savings? Find out about why one bank has caused a stir with a new product. There is also a look at news from Royal Mail and the latest mortgage figures. Presented by Dan Coatsworth and Tom Sieber from AJ Bell and Shares

Sep 10, 202053 min

Ep 90Tax reforms, avoiding corporate insolvency, resuming earnings guidance, and why the return to schools and offices matters to investors

This week’s podcast revisits the topic of raising taxes to pay for Covid support and how the possible changes would affect us. Julie Palmer from Begbies Traynor explains the troubles facing UK businesses and what they can do to avoid insolvency. Dan explains why companies are starting to resume earnings guidance and why this is important for investors. He also looks at how a change in Japanese prime minister might affect markets, Tesla’s fundraising plans and Saga’s white knight. Finally, the podcast considers how the return to school and the office will affect certain sectors. Presented by Shares’ Editor Dan Coatsworth and AJ Bell’s Senior Analyst Tom Selby

Sep 3, 202043 min

Ep 89The return of IPOs and takeovers, why Apple and Tesla are doing the splits, options for mortgage holidays and pension scams on the rise

This week’s podcast explains why the market is braced for a wave of corporate deals. Dan and Laura chat about Ant which could potentially be the largest ever IPO fundraise, they talk about the names headed for the stock market, and takeover rumours currently doing the rounds. Discover why Apple and Tesla shareholders will soon find they own a lot more shares, and what the UK financial regulator is telling mortgage lenders to do with regards to payment holidays. Tom Selby joins the show to talk pension scams and there’s a discussion on the prospects of another challenger bank launch. Presented by AJ Bell’s Personal Finance Analyst Laura Suter and Shares’ Editor Dan Coatsworth

Aug 27, 202044 min

Ep 88Windfall for 18-year olds, US stock market record high, hospitality sector challenges, UK property market surge and what’s on fund managers’ minds

This week’s podcast discusses how the first batch of child trust funds are about to mature, and Dan and Laura also discuss the initial impact of Government support to help pubs and restaurants. Discover why everyone’s getting excited about the UK property market and what’s happening with sales and rental prices. There is a chat about how fund managers are currently feeling, and what we can learn from the latest UK credit card figures. In this week’s market news, find out why US stocks are surging ahead, what’s going on with Marks & Spencer and why there is more good news with dividends from UK stocks. Presented by Shares’ Editor Dan Coatsworth and AJ Bell’s Personal Finance Analyst Laura Suter

Aug 20, 202034 min

Ep 87UK recession figures, savings for children rocket, pension worries and debt crackdown

This week we look at the mass of big economic data that’s come out in the past week and what it means for individuals. We also talk about why savings for children have shot up in lockdown, how much you should really be saving in your pension and why the regulator is getting tough on payday lenders. We also chat to AJ Bell’s Russ Mould about the big market trends of the past week and the surprise winning stock market so far this year. Presented by Laura Suter and Tom Selby from AJ Bell.

Aug 13, 202037 min

Ep 86Property funds shake-up, BP’s dividend cut, pensions slashed and Woodford saga update

This week we look at huge changes afoot for property funds, the weird reaction to BP’s big dividend cut, why we’re all paying less death tax and why people took less money out of their pensions so far this year. We’ve also got a little update on the ongoing saga of Woodford’s fund. Presented by Laura Suter and Tom Selby from AJ Bell, and this week’s guest is Simon Molica from AJ Bell.

Aug 6, 202038 min

Ep 85The return of dividends, Greggs’ big challenge, state pension age court battle and the evolution of ESG funds

This week’s podcast discusses companies restarting dividends and why this is good news for investors. There’s a look at the latest news from Greggs, Games Workshop and Next. The team also chat about Murray Income Trust merging with Perpetual Income & Growth. Discover why women are fighting changes to the state pension age and enjoy a debate about using funds to invest in all things ESG. Presented by Shares’ Editor Dan Coatsworth and AJ Bell’s Senior Analyst Tom Selby. This week’s guest is Simon Molica from AJ Bell.

Jul 31, 202042 min

Ep 84Mark Slater on growth opportunities, the rampant rise in biotech stocks, silver rally, why young investors have been spooked, and spending habits in lockdown

This episode includes a look at the latest events on the markets including why shares in Synairgen, AstraZeneca and Kingfisher have been rising, why Netflix is down, and why silver is suddenly in demand. This week’s guest interview features fund manager Mark Slater who chats about Codemasters, IWG, Ten Entertainment and Future. Laura and Dan also chat about where we’ve been spending extra money during lockdown and how this year’s market crash has put a lot of younger people off investing. Presented by Shares’ Editor Dan Coatsworth and AJ Bell’s Personal Finance Analyst Laura Suter

Jul 23, 202043 min

Ep 83US stocks, Tesla, capital gains tax shock and small cap guru interview

This week the podcast goes stateside and looks at the second quarter earnings season for US stocks, why everyone is racing to own a slice of Tesla, and why the presidential election could be bad for stocks if Joe Biden wins. The team chat about the prospect of higher capital gains tax rates and Dan talks small caps, Games Workshop and much more with fund manager Harry Nimmo from Standard Life Aberdeen. Presented by AJ Bell Personal Finance Analyst Laura Suter and Shares’ Editor Dan Coatsworth.

Jul 16, 202050 min

Ep 82Mini-Budget special: what the Chancellor’s giveaways mean for your money, Boohoo’s problems mount up and why Halfords is pedalling backwards

This week we’re talking about Rishi Sunak’s efforts to fire up the property market, revitalise the hospitality industry and make our homes green. Dan, Laura and Tom give their views on the policies and whether it will make a difference to your wallet. The other big story is the controversy around Boohoo which has seen its share price halve in value. This has huge implications for other companies with poor ethical standards, as the team discuss in this week’s podcast. Presented by Shares’ Editor Daniel Coatsworth, AJ Bell Analysts Laura Suter and Tom Selby

Jul 8, 202041 min

Ep 81This year’s winning and losing investments, the art of shareholder activism, boardroom coups, the soaring gold price, cryptocurrencies still in demand, and mortgage approvals nosediving.

It’s a bumper podcast this week with Laura and Dan bringing all the important news for anyone interested in investing and personal finance. This episode looks at how markets behaved in the first half of 2020, revealing where in the world investors could have made the most money and the parts which weren’t so good. Dan talks about chaos returning to Petropavlovsk, Redrow’s Help to Buy plea, the latest on Tesco and Sainsbury’s, Scottish Mortgage’s big move and why gold has hit its highest level since 2011. This week’s guest interview features Joe Bauernfreund from Asset Value Investors on how to make companies change their ways through activist investing. The podcast also debates why a large part of the country is obsessed with cryptocurrencies, what we can learn from the latest mortgage approval figures and why some banks are stepping up the fight against fraud. Presented by AJ Bell’s Personal Finance Analyst Laura Suter and Shares’ Editor Dan Coatsworth

Jul 2, 202054 min

Ep 80What investors think of pubs, parks and cinemas reopening, the latest twists and turns in the property market, and the income fund manager who has managed to dodge most of the dividend cuts

Dan and Laura look at the leisure sector and what companies will have to do when they reopen from 4 July. They also discuss how share prices in the sector have fared and what the market has been pricing in. The latest activity in the property market suggests more people are struggling to get a mortgage. Listen to the podcast for insight into this trend. Finally, don’t miss this week’s guest, Ian Mortimer from Guinness Asset Management, who explains how he has managed to avoid most of the problems clouding income fund managers. Presented by Shares’ Editor Dan Coatsworth and AJ Bell’s Personal Finance Analyst Laura Suter

Jun 25, 202045 min

Ep 79When to sell your stocks, the fading biotech rally, big news for BooHoo, Domino’s Pizza and Best of the Best, and what negative interest rates mean for you

This week’s guest is Bertie Thomson from Brown Advisory who talks about how he deals with losing trades and what to think about when it comes to selling investments. Dan and Laura chat about the latest figures on our everyday living costs and whether you might have to pay to store cash in a savings account. They also look at the latest stock market movements, chat about the AIM market which celebrates its 25th birthday, and why there is a mixture of good and bad news from clothing retailer Boohoo, takeaway food seller Domino’s Pizza and car competitions group Best of the Best. Presented by Shares’ Editor Dan Coatsworth and AJ Bell’s Personal Finance Analyst Laura Suter

Jun 18, 202049 min

Ep 78Why stock markets have rallied, outlook for house prices, investment trusts cutting dividends and getting your will sorted in lockdown

This week’s podcast discusses the big rebound in share prices since March and what could happen next. The team chat about the UK property market and what the latest figures are telling us. Dan explains why many investment trusts aren’t as reliable as people think for income, and Laura talks to Kay Ingram from adviser firm LEBC about the importance of having a will. Presented by Shares’ Editor Dan Coatsworth and AJ Bell’s Personal Finance Analyst Laura Suter

Jun 11, 202040 min

Ep 77Coping with debt: a special podcast on how personal finances have been affected by coronavirus

We take a deeper look into how the pandemic has caused a divide with people’s finances. Some are saving more money and others are taking on more debt. Dan and Laura debate new data on money habits during lockdown and Clare Seal shares her story about how she managed to get out of a serious debt problem. Presented by AJ Bell’s Personal Finance Analyst Laura Suter and Shares’ Editor Dan Coatsworth

Jun 4, 202036 min

Ep 76Shop reopening plans drive stock market rally, future for property funds, Boohoo’s problems, paying less tax and fairer rights for retail investors

Join us for a chat about consumer-facing stocks soaring on Government news and a negative report on clothing retailer Boohoo. This week’s guest is Ryan Hughes from AJ Bell’s investment team who talks to Laura and Dan about problems in the property market and why many fund companies are lining up the next managers for their products. Find out why we’re all paying less tax and why there is relief for many mortgage borrowers across the country. Anand Sambasivan from PrimaryBid is also on the show to talk about better access for retail investors to discounted share placings. Presented by AJ Bell’s Personal Finance Analyst Laura Suter and Shares’ Editor Dan Coatsworth

May 28, 202038 min

Ep 75Where to still find dividends, how Evenlode is managing its global income fund portfolio and the biotech stocks delivering 200%+ gains

This week’s podcast is an income special. Dan and Laura talk about the sectors still paying dividends in a sea of cuts, what might happen to income funds, and they chat with Ben Peters from Evenlode Global Income Fund about how he is making portfolio changes in a dividend-starved world. The podcast also discusses how investors have flocked to biotech stocks and why the cost of living is falling in the UK. Presented by Shares’ Editor Dan Coatsworth and AJ Bell’s Personal Finance analyst Laura Suter

May 21, 202037 min

Ep 74The future of air travel, claiming refunds for cancelled holidays, impact investing and reviewing your health and life insurance during Covid-19

This week’s podcast considers the investment case for airlines and how the industry is to going to get through the global pandemic. The team also discuss the process for getting a refund on flights and holidays that you haven’t been able to take. The podcast also has two guests: Kay Ingram from LEBC chats about protection planning during the crisis and Simon Chisholm from Resonance talks about investing in companies trying to solve social problems. Presented by AJ Bell’s Personal Finance Analyst Laura Suter and Shares’ Editor Dan Coatsworth

May 14, 202042 min

Ep 73Wealth tax to pay for coronavirus costs, the role of property in thematic investing, Lifetime ISA changes and why savers have been hit again

This week’s podcast asks what a wealth tax would mean for the UK and how it could be implemented. The team give some good news for people with Lifetime ISAs and reveal why Santander’s 123 account has lost its charm. Tom Walker from Schroders joins the show to explain why data centres are the new beachfront property and Peter Askew from T Bailey chats about whether the coronavirus is going to alter some of the big investment themes. Presented by Shares’ Editor Dan Coatsworth and AJ Bell’s Personal Finance Analyst Laura Suter

May 7, 202046 min

Ep 72The world of small caps, markets bouncing back, companies returning to work, changes to income funds, and free financial help

This week’s podcast talks about the rally in stocks as investors grow more optimistic. The team talk about housebuilders and retailers opening shop again and how that’s influencing share prices. They also discuss an important change to income funds battling a major freeze on company dividends. Discover where to get free financial advice as a group of experts offer help during the pandemic. And this week’s guest is fund manager Anna Macdonald from Amati who chats about the small caps she’s been buying and selling.

Apr 30, 202038 min

Ep 71The slump in the oil price, retail investors locked out of share placings, and how to spread your money around in the current crisis

This week’s podcast explains why oil prices have been plummeting and whether that is good news for consumers. The team discuss the £4 billion fundraising by 80 companies since March and why retail investors aren’t being allowed to join the party. They also respond to a listener request on the importance of having a diversified portfolio, and talk to Liontrust’s John Husselbee about how multi-asset funds can play a role in this. Presented by Shares’ Editor Dan Coatsworth and AJ Bell’s Personal Finance Analyst Laura Suter

Apr 23, 202036 min

Ep 70Safe haven funds in a crisis, mortgage holidays, the perils of pension withdrawals and inside AJ Bell’s Covid-19 reaction

In this episode we look at how Absolute Return funds have performed and how you can tell which will be the stable providers of positive returns. We also look at why there is a peak in pension withdrawals and the things you need to look out for before you take a pension income for the first time. As the number making use of mortgage holidays during Corona-virus hits 1.2m people we talk about what it really costs, and we’re joined by Andy Bell, chief executive of AJ Bell, to talk about how the company has reacted to Covid-19 and the new charitable fund it has launched. Presented by AJ Bell analysts Laura Suter and Tom Selby

Apr 16, 202038 min

Ep 69Shares racing higher, how to prepare your finances for a recession, companies doing good and why people are taking out longer mortgages

This week’s podcast teaches listeners how to prepare for tougher economic times, such as managing debts and getting better deals on savings and insurance. The team explain why airlines, oil companies and retailers have seen a massive share price surge and what to expect next. You can also learn how companies and company bosses are doing their bit to help staff, communities and the NHS. And finally, don’t miss a chat about the property market and why people are extending their mortgage past retirement age. Presented by Shares’ Editor Daniel Coatsworth and AJ Bell’s Personal Finance Analyst Laura Suter. This week’s guest is David Hollingworth from mortgage broker L&C.

Apr 9, 202037 min

Ep 68Why banks have got a bad reputation, how fund managers are changing their portfolios to cope with coronavirus, the mortgage market grinds to a halt, and a new wave of scams.

This week’s podcast gives you the latest insights into how markets are faring, why dividends keep being cancelled, and how fund managers are reshaping portfolios and whether this is good or bad for investors. Brand Finance’s Declan Ahern joins the show to talk about how banks can try to improve their reputation and the team reveal why the property market is being hit by a lockdown on certain types of mortgage lending. There is also a warning about an elevated number of scams linked to coronavirus relief payments. Presented by Shares’ Editor Daniel Coatsworth and AJ Bell’s Personal Finance Analyst Laura Suter

Apr 2, 202030 min

Ep 67Central banks to the rescue, stocks bounce back, and the key ways to get help with your finances

This week’s podcast explains the measures taken by central banks and governments to help markets, businesses and individuals. The team discuss why so many stocks are now rising and what to look for when judging the sustainability of the market recovery. The podcast also runs through all the help from banks and government on repayments for mortgages, credit cards and loans, accessing savings, childcare costs, and paying your council tax and energy bills during the coronavirus crisis. This week’s guest is Russ Mould, Investment Director at AJ Bell. Money & Markets is presented by AJ Bell Personal Finance Analyst Laura Suter and Shares’ Editor Daniel Coatsworth

Mar 26, 202034 min

Ep 66We’ve found some good news on the markets! Sectors in demand, company bosses buying shares, assessing the damage among funds, and shopping for gin

It’s not all doom and gloom on the stock market. We’ve found a ray of sunshine with a selection of businesses in demand. Discover all in this week’s podcast. We look at how funds have performed this year including some that have actually gone up in value. You can also find out why more property funds have been suspended and the latest changes to nation’s shopping basket. Presented by AJ Bell’s Personal Finance Analyst and Shares’ Editor Daniel Coatsworth

Mar 19, 202026 min

Ep 65Budget special: good news for drinkers, drivers, doctors and children

This week’s podcast explains the good and bad news in the latest Budget. From pensions and savings to tax allowances, the team cover all the essential points that will impact your personal finances. Find out about the stocks affected by the Chancellor’s plans including big infrastructure spend, and why higher earners will benefit from big pension changes. The podcast also discusses changes to Junior ISAs, interest rates and sick pay, as well as the surprise absence of changes to inheritance tax in the Budget. Featuring Shares’ Editor Daniel Coatsworth and AJ Bell Analysts Laura Suter and Tom Selby

Mar 12, 202036 min

Ep 64The FTSE 350 stocks bucking the market sell-off, Budget preview, getting money back for cancelled travel, and paying in cheques with your phone

This week’s podcast reveals the stocks rising when everything else is down, and the team talk about managing a pension in a market sell-off. They discuss what to expect from the forthcoming Budget, and they chat about your chances of getting money back if you decide not to travel. And for those frustrated with queuing up in a bank branch, help could be on the way via your phone. Presented by Shares’ Editor Daniel Coatsworth and AJ Bell’s Personal Finance Analyst Laura Suter

Mar 5, 202031 min

Ep 63Stocks and funds being bought after the market sell-off, how we spend money in retirement, and the investment portfolios of ISA millionaires

This week’s podcast discusses the big decline in global stock markets and where investors have shifted their money. Guest Rachel Vahey from AJ Bell explains how much people are spending on their lifestyles in retirement and how this information could help define pension saving targets. The team reveal the stocks and funds held by ISA millionaires and they discuss a potential new name to the UK savings market. Presented by AJ Bell’s Personal Finance Analyst Laura Suter and Shares’ Editor Daniel Coatsworth.

Feb 28, 202031 min

Ep 62Scottish Mortgage fund manager on Tesla and Amazon, understanding strange stock market behaviour, Virgin Galactic’s soaring shares, and debating a cashless society

This week’s podcast has an exclusive interview with James Anderson who runs the £9bn Scottish Mortgage investment fund. The team also chat about bizarre movements in stocks and gold this year, how Generation X is losing out financially, and why living in a cashless society might not be so good. Finally, discover why premium bond holders won’t be jumping for joy. Presented by Shares’ Editor Daniel Coatsworth and AJ Bell’s Personal Finance Analyst Laura Suter.

Feb 21, 202040 min

Ep 61Football, fake tan and finance! It’s a podcast special with Lindsell Train fund manager Nick Train who talks about investing in Manchester United, PZ Cussons and Unilever

This week’s podcast features an exclusive interview with Nick Train whose Lindsell Train business manages £22 billion of investors’ money. He talks about various big name stocks, why he recently invested in the owner of St.Tropez, the appeal of backing football clubs, and how investors should think when markets are troubled. Presented by Shares’ Editor Daniel Coatsworth

Feb 13, 202028 min

Ep 60The tough job of running a China investment fund, Tesla’s runaway share price, digesting the new-look Just Eat, and millions of pounds in unclaimed pension tax relief.

This week’s podcast chats about how fund managers are reacting to the coronavirus. The team debate why Tesla’s value has doubled in a month, and they consider the challenges ahead for Just Eat following its takeover by Takeaway.com. You can also hear about the large sums of money many people are failing to claim for their pensions and why diamond prices are on the move. Presented by Shares’ Editor Daniel Coatsworth and AJ Bell Senior Analyst Tom Selby. AJ Bell fund expert Ryan Hughes is this week’s guest.

Feb 6, 202030 min