AJ Bell

AJ Bell Money & Markets

Business EN ↓ 405 episodes

The Money & Markets podcast brings you the latest personal finance and stock market insights to help you manage your investment portfolio. To contact us visit ajbell.co.ukFor legal info visit ajbell.co.uk/disclosures.

Author

AJ Bell

Category

Business

Podcast website

www.ajbell.co.uk

Latest episode

Jul 10, 2026

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Episodes

Inflation in shock rise, Red Sea troubles, Premium Bond rate is cut and Allianz manager on tech sector 18.01.2024

On this week’s podcast Danni and Laura cover the all important inflation figure, which showed the headline number had moved in the wrong direction. That surprise shift had a knock-on effect on markets, so we look at the winners and losers there. The ongoing issues in the Red Sea are having an impact on companies, including Shell, but also are a risk to inflation, so we delve into the potential eff...

A Christmas cracker for some UK retailers, Boeing shares fall after door blowout and Bitcoin ETFs given green light by US regulator 12.01.2024

On this episode of the AJ Bell Money & Markets podcast Dan Coatsworth and Danni Hewson dig through a bumper crop of Christmas trading updates from UK retailers including Tesco, Marks & Spencer and Sainsbury’s and they discuss the ongoing expansion of Greggs. After the discovery of loose bolts following a mid-flight blowout which saw a door pop off an Alaskan Airlines plane mid-flight, shar...

Listeners share their early retirement stories, FTSE 100 turns 40, Evenlode manager on AI, and good news for mortgage rates 04.01.2024

Two months ago, we asked if any listeners had managed to retire early and gain financial independence, in line with the so-called FIRE movement. Plenty of you have hit the goal, judging by the responses we’ve received. Charlene Young shares some of your stories while Dan Coatsworth talks to podcast listener Phill about how he managed to give up work early and live the life he always dreamed of. Da...

Red Sea oil price fears, inflation’s latest drop, the top stocks of 2023 and investor outlook for 2024 21.12.2023

In our final episode of the year, Danni and Laura look at the impact of that Red Sea turmoil on the oil market and Amazon’s deal with Games Workshop to bring Warhammer to the big screen. We’ll also look at the latest inflation data – and what it might mean for your money in 2024. And the impact that that Bank of England decision last week to hold rates had on the mortgage and housing markets. We’v...

Santa rally starts early for stock markets on shift in interest rate policy, Boots and Shein IPO rumours, and why the renewable energy space has been a tough place to make money 14.12.2023

Dan Coatsworth and Danni Hewson discuss the market reaction to the US Fed’s blueprint for interest rate cuts plus a slew of economic data about the state of the UK economy which could be sliding into recession. You can hear about vaccine maker Pfizer which has warned of trouble ahead as it struggles with life after covid, plus there might be two blockbuster IPOs heading London’s way in the form of...

Finding value among US stocks, bitcoin and gold jump, GameStop’s latest disappointment, and the truth about thematic investing 07.12.2023

There is a widely held view that US shares are expensive, yet this isn’t true for everything. Dan Coatsworth talks to Rosanna Burcheri from Fidelity American Special Situations fund about how she is still finding plenty of opportunities in companies priced below what she believes is their true value. She talks about FedEx, Alphabet and more. Find out why bitcoin and gold have been moving higher an...

Greenwashing, Rolls Royce, small caps and NS&I rate cuts 30.11.2023

On this week’s podcast we’ll be covering markets news, from Rolls Royce and the impact Black Friday had on stocks to inflation in Europe. We’ve got not one but two fund manager interviews: the first is on the challenging but rewarding small caps market with Tellworth small cap fund manager Paul Marriage. And the second covers the recently-volatile bond market, with Ariel Bezalel from Jupiter Strat...

What the Autumn Statement means for consumers, businesses and markets, the Government’s Tell Sid plan to sell its stake in NatWest, plus the latest on Nvidia and OpenAI 22.11.2023

This week’s podcast turns the Autumn Statement into plain English, looking at the key announcements and the ones buried in documents published by the Government. The team talk about how UK economic growth expectations have been downgraded and how it could take longer to hit the Government’s 2% inflation target than previously thought. Dan Coatsworth explores changes to National Insurance tax and h...

Good news on inflation, the quest to retire early, and why India is catching investors’ attention 17.11.2023

The big news this week is the latest inflation figures which have positive implications for consumers and businesses. The data has already triggered a rally in global stock markets as Dan Coatsworth discusses in this week’s episode. Tom Selby explores the pros and cons of the FIRE movement – financial independence, retire early. He explains the key things to consider if you want to stop working in...

Peak interest rates, Christmas spending woes, UK property with AEW and WeWork’s fall from grace 10.11.2023

This week Danni and Laura bring you all the implications of that decision from the Bank of England last week to hold interest rates – from the market moves, to what peak interest rates mean for savers and homeowners. They look at how housebuilders are faring and signs of optimism in the UK housing market. Our interview this week is on the same topic – the UK Property market. Property investment tr...

The good, bad and ugly of earnings season plus why October’s been such a bad month for stocks and shares 03.11.2023

On this week’s Money and Markets podcast Danni Hewson and Dan Coatsworth assess why October has been such a bad month for equities. They discuss the good and bad of recent earnings updates including McDonald’s and Coca-Cola beating expectations and BP disappointing. Get the lowdown on big names in the retail sector. It might be the “golden quarter” now but it’s not all been shiny for online retail...

Bond yields, Barclays, property fund closure and more pensioners being taxed 26.10.2023

Laura Suter and Tom Selby look at what the latest jobs figures mean for the Bank of England’s next interest rate decision, as well as the latest banks to report their results and what it tells us about the state of the savings market. Tom dives into figures on the number of pensioners that will be pushed into paying more income tax. They also look at the latest eye-opening figures on scams. And in...

Important development with inflation, the impact of frozen tax bands and where next for the state pension? 20.10.2023

On this week’s Money and Markets podcast Danni Hewson and Laura Suter dig into a pile of economic data from wage growth numbers to the volatility on markets following the stalled UK inflation print which saw housebuilders including Barratt Development tumble. Danni checks out earnings updates from big US banks including JP Morgan and Bank of America and a crowd-pleasing turn from Premier Inn-owner...

Fed signals end to rate hikes, luxury goods stocks slump after weak LVMH earnings, and oil higher after Israel attacks 12.10.2023

On this week’s Money and Markets podcast Danni Hewson is joined by Tom Sieber from Shares magazine to discuss another volatile week on the markets.  Investors have clearly been shaken by those awful scenes in the Middle East and there are a lot of eyes watching the oil price.  Comments from Federal Reserve officials suggesting no further rate hikes are likely to be needed in the US saw markets ret...

Big incentives to switch bank accounts, why a sell-off in government bonds have troubled markets, and should you pay for social media networks? 04.10.2023

Laura Suter has some money-making tips in this week’s podcast including where to get more than 6% on cash savings and where to find attractive incentives to switch current account provider. She also talks about the pay rise for anyone in a minimum wage job. Dan Coatsworth explains why global stock markets have taken a wobble following a sell-off in government bonds. He also talks about the latest...

ISA simplification, property stock wobbles and a mixed forecast for retailers 28.09.2023

On this week’s Money and Markets podcast Danni Hewson is joined by AJ Bell’s head of retirement policy Tom Selby who brings us up-to-date on rumours around ISA simplification which are reportedly being considered by the Government. The pair assess how markets and currencies have reacted since both the Fed and the Bank of England held interest rates. You can hear about property stocks including Bri...

Positive news on inflation, a surge in profit warnings, and does Frasers hold the key to Shein’s UK growth plan? 22.09.2023

On this episode of the Money & Markets podcast Dan Coatsworth and Danni Hewson mull over the factors behind a surprise fall in UK headline inflation in spite of rising fuel costs. Dan digs into the surge in profit warnings from UK companies including B&Q owner Kingfisher, fashion retailer Quiz and online alcohol seller Naked Wines. Reports suggest Frasers is about to strike a strategic dea...

Why the oil price has shot up, consumer rights as Wilko collapses, and what a surge in shoplifting tells us about consumer finances 13.09.2023

The price of oil has gone up by more than 25% in two months, creating a new inflationary headwind for consumers and businesses. Dan Coatsworth talks to AJ Bell’s Russ Mould about why the black stuff is suddenly more expensive, what it means for the cost of petrol and why it could have a big impact on central bank interest rate decisions. Laura Suter explains where customers stand if they need to r...

Wilko’s collapse, M&S back in the FTSE 100, Barratt Homes blames Trussonomics for slump in demand and UK listing rule changes 07.09.2023

We’re back from our summer break! And there is lots of markets news to cover – Danni Hewson has got an update on what happened over the summer and also the latest on Wilko’s collapse, M&S heading back into the FTSE 100 and the surprising company that has become Europe’s most valuable. We’ve also got news out from Barratt Homes that’s hot off the press and gives an insight into the housing mark...

NatWest boss quits, Greek wildfires, parents raiding kids’ savings and emerging market recovery 26.07.2023

This week Danni Hewson and Laura Suter will be diving into all the detail on the news that NatWest’s boss Alison Rose has quit amid the Nigel Farage furore. They’ll also be looking at the big tech companies announcing results, including Microsoft and Alphabet, as well as the first of the big UK banks to report – Lloyds. We’ll be covering the financial impact of those wildfires in Greece, both on h...

Cooling inflation boosts UK stocks plus US banks enjoy a rate hike bonanza 21.07.2023

On this week’s AJ Bell Money and Markets podcast Dan Coatsworth and Danni Hewson dig through the latest UK inflation data which has delivered a shot of optimism to investors. They mull over how the Bank of England might react to cooling prices, look at which stocks on the market have been benefiting from the change in sentiment and ask if the optimism is really warranted. Higher interest rates hav...

Why Jeremy Hunt’s pension plan has flaws, how teenagers manage money and the attractions of investing in Vietnam 14.07.2023

Tom Selby considers Chancellor Jeremy Hunt’s strategy to boost the average pension pot by £1,000 a year and why the plan has flaws. Laura Suter talks about some remarkable figures on the amount of money in savings accounts that pay no interest and how there has been yet another error made on state pension payments. Dan Coatsworth chats with Dominic Scriven from investment trust Vietnam Enterprise...

Govt crackdown on greedflation, US-China tensions, bumper tax on savings and Tesla’s record deliveries 06.07.2023

This week Laura Suter is shedding light on all the government moves aimed at easing the cost of living pressure on our finances, from petrol prices to supermarket bills and savings rates. Danni Hewson brings you the latest markets news, including Tesla’s record delivery, US-China tensions and JD Sports emerging in new markets. Our interview this week is with Nick Greenwood from Migo Opportunities...

New boss leads a turnaround at Rolls-Royce and Ocado in focus after Amazon bid rumours 04.07.2023

In the second in a series of bonus podcasts from the Shares magazine team to accompany AJ Bell’s Money & Markets podcast, Tom Sieber, Steve Frazer and Ian Conway take a close look at two stocks enjoying vastly contrasting fortunes of late. The pod discuss the efforts of recently appointed Tufan Erginbilgic to turn around aircraft engine maker Rolls-Royce and whether he can back up some big talk wi...

Frasers’ game of Monopoly, car insurance pains and problems with Boots’ owner 29.06.2023

Dan Coatsworth chats about retailer Frasers which seems to be playing a long running game of high street Monopoly. He also explains why car insurance premiums are going up. Danni Hewson discusses why tensions in Russia haven’t really moved markets and she explores Boohoo’s spat with Revolution Beauty. Dan chats to fund manager Ben Ritchie about Dunedin Income Trust’s 150th anniversary and how the...

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