AJ Bell Money & Markets

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....

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...

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 i...

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 vehicle...

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 impro...

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...

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...

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.

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 n...

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...

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 ca...

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...

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 stock...

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...

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...

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 pri...

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...

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 f...

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 w...

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.

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...

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 du...

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 Aber...

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 w...

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 lat...