AJ Bell Money & Markets

Prime Minister Rishi Sunak wants all pupils in the UK to study maths up to the age of 18. Laura Suter explores how making personal finance studies more prominent on the curriculum as part of this maths push would yield significant benefits to individuals later in life. Dan Coatsworth explains why Apple and Tesla shares have dragged down the US market so far in 2023 and he also debates what might b...

On this year’s last episode of the money and markets podcast Dan Coatsworth, Danni Hewson, Laura Suter and Laith Khalaf share their thoughts about the year’s pivotal moments from Russia’s invasion of Ukraine to “Trussonomics” and why mega caps like Amazon and Apple have lost you money this year.  They also discuss the latest inflation figures on both sides of the Atlantic, assess how markets have...

If your train journey has been disrupted by strikes, don’t miss this week’s podcast where Laura Suter will be talking about what rights you have regarding refunds and compensation. Dan Coatsworth looks at the best and worst performing stock markets around the world in 2022. He also discusses what some of the pub companies have been saying about trading amid the World Cup. Tom Selby considers what...

This week Danni and Laura have got a bumper interviews episode, with lots of great fund managers on to talk about the year that's (almost) passed and the year ahead. Amid signs that inflation could be near its peak, Dan Coatsworth has been asking Lazard fund manager Steve Wreford, about whether investors need to worry about it next year and why high inflation could stay on the agenda for longer th...

In a special bonus edition of the AJ Bell Money & Markets podcast, Dan Coatsworth talks to Nick Train about how his Finsbury Growth & Income Trust has fared in 2022. Nick discusses performance, companies with pricing power, his thoughts on Alan Jope planning to step down as Unilever chief executive, and why Relx remains a big holding for his portfolio.  The fund manager also talks about opportunit...

It’s our 200th episode of the Money and Markets podcast. To celebrate we have three special guests talking about things that really matter to savers and investors. Laura Suter chats to NS&I chief executive Ian Ackerley about premium bonds and savings rates. Dan Coatsworth talks to Polar Capital Technology Trust manager Ben Rogoff about the change in fortunes for tech stocks. Dan asks Ben whether i...

Laith Khalaf and Tom Selby debate the forthcoming changes to taxes and allowances following the Chancellor’s Autumn Statement. They explain what the changes mean, and which ones are the most significant. Dan Coatsworth and Laura Suter discuss the relevance of Black Friday, whether retailers will enjoy a  bumper sales period, and what to think about if you’re trying to cut back on your spending but...

Laura and Danni have two interviews this week. The first is with bond fund manager veteran John Pattullo, from Janus Henderson Investors, who will be talking us through how he has navigated the recent market turmoil. And in the second interview Dan Coatsworth catches up with billionaire investor Bill Ackman from Pershing Square Holdings to talk about whether he’s worried about a recession and why...

On this week’s Money and Markets podcast, Danni Hewson and AJ Bell’s head of Investment Analysis Laith Khalaf mull over those all important interest rate decisions in the US and UK plus renewed calls for additional windfall taxes on Energy companies after BP and Shell announce more bumper profits. They also discuss those government energy payments which should have found their way into your hands...

This week Tom Sieber is going to be looking at whether markets were buoyed by the news of yet another Prime Minister opening their moving boxes at Number 10, and Laura Suter will delve into what the new PM might mean for your money. We have the usual market update, including the potential collapse of online furniture retailer Made.com and the latest antics of Mike Ashley. On top of that, we’ve got...

This week we’ve gathered a team of experts to comb through all of the Government’s U-turns and work out what they mean for your money. Laura Suter looks at the income tax reversal and the Energy Price Guarantee, while Laith Khalaf has the details on dividend tax changes that never materialised. Tom Sieber gives us the market reaction to the news, including whether those crucial Gilt yields stabili...

With all the headlines that have made people worried about their pension we’ve drafted in AJ Bell’s head of retirement policy Tom Selby to talk through it and explain exactly what it means for you. Laura Suter talks to broker David Hollingworth from L&C on what’s happening in the housing market and what you should do if you are in the process of moving or re-mortgaging. Dan Coatsworth and Danni He...

Dan Coatsworth talks to Alec Cutler, manager of the Orbis Global Balanced Fund, about the similarities between the 1970s and today (inflation, high energy prices, difficult markets), and what investors might need to do next. Hear from Dan and Laura Suter about why share prices and the pound suddenly perked up, what to expect if you’re getting a new mortgage, and where to find the top savings rates...

Dan Coatsworth and Danni Hewson explore the impact of more weakness in the pound, rising government bond yields and further hikes in interest rates on consumers and businesses in the months ahead. They explore the fierce market reaction to the UK Government’s mini-Budget, why the Bank of England has stepped in to stop gilt yields getting worse, and why the IMF is not best pleased at Liz Truss and...

On this week’s Money and Markets podcast Dan Coatsworth and Danni Hewson discuss the barrage of bad news that’s been troubling markets even before US and UK central banks hiked rates. Profit warnings have been coming in thick and fast including Hilton Foods, The Hut Group, DFS and the biggie – bellwether stock FedEx, so what can investors expect as we head into another earnings season? They explor...

This week we look at the latest inflation update and how markets reacted to that surprise dip, and preview next week’s big economic announcements. We also cover the news that renowned investor Terry Smith is closing the emerging markets fund he launched eight years ago. Tom Selby is on to talk about the great ‘un-retirement’ of over-65s returning to work after the exodus during covid. And Dan Coat...

The podcast returns from the summer break with special guest Lawrence Burns, deputy manager of Scottish Mortgage Investment Trust. He reveals to Danni Hewson the lessons learned from previous experiences in China, why Moderna has become a big portfolio holding, and his views on the current state of the market. Dan Coatsworth runs through the market reaction to Liz Truss becoming UK Prime Minister...

This week we’re delving into those BP results that have caused so much debate. Plus Russ Mould joins us to look at share buybacks and dividends across the FTSE 100, as the oil giant announced another round of buybacks and a hike to its dividend.  Also this week, Laith Khalaf studies the figures from UK banks in the face of the cost of living crisis, following a wave of second-quarter results in th...

On this week’s Money and Markets podcast, Laura Suter and Danni Hewson discuss earnings season as it kicks into high gear. They sift through winners including McDonalds, Coca Cola and Unilever, and losers including Walmart – whose profit warning sent a shock through the US and UK retail sector. They also look at upcoming rate rises, which are forming an important backdrop to inflation-wary company...

On this week’s Money and Markets, Dan Coatsworth and Danni Hewson brave the heat not only of the UK weather, but UK inflation too. With CPI coming in over expectation at 9.4%, they sum up how markets are reacting, and discuss where interest rates could sit by the end of the year. With rising costs causing issues for companies, they also dig into a new report showing a 66% increase in profit warnin...

Potential returns on cash savings accounts are now much more interesting, so don’t miss this episode of the Money & Markets podcast to find out the best deals around. Dan Coatsworth talks to Duncan MacInnes about how Ruffer Investment Company not only bucked the negative market trend in the first half of 2022 but also generated positive returns for investors. MacInnes explains why he believes the...

This week Laura Suter and Danni Hewson bring you an update on the economic fallout from this week’s turmoil in Westminster, looking at various warnings from the Bank of England and the pound’s fall. We delve into what the new Chancellor might tackle in his economic update next week, after Nadhim Zahawi committed himself as a tax cutting chancellor. In the markets news we’ve got the latest updates...

On this week’s Money & Markets podcast Dan Coatsworth and Danni Hewson take a look at what has been another bumpy week for markets with a commodities rally not able to deliver the big market comeback some investors had been rather hoping for. They look at what’s behind the defence stock bounce, boosting the likes of BAE Systems and Rolls Royce and how utility companies like SSE have responded to O...

This week’s podcast has plenty of useful tips for managing your money, as well as important insight into what’s happening on stock markets and with cryptocurrencies. Dan Coatsworth explains why Primark’s click and collect trial is important news for anyone owning shares in Associated British Foods. He also explores the latest wave of takeovers on the UK stock market and why they aren’t necessarily...

On this week’s money and markets podcast Danni Hewson and Tom Sieber from Shares magazine discuss market jitters ahead of the Fed’s latest rate rise. Plus big questions for the bank of England to process as job vacancies continue to soar and inflation takes a chunk out of wage growth. Tom Selby AJ Bell’s head of retirement policy looks at the impact the global meltdown’s having on pensions and how...