Switch Your Money On

In this investment special, Anna Macdonald sits down with Artemis Global Income Fund manager Jacob de Tusch-Lec to explore the themes driving the fund’s long-term success. They discuss navigating a changing world order, opportunities in banks, defence, commodities and AI infrastructure, and why the fund remains underweight the US and technology. Jacob shares his contrarian approach to income inves...

Anna Macdonald sits down with Maggie Fanari, CEO of J. Rothschild Capital Management, to explore how RIT Capital Partners navigates today’s uncertain markets. From early access to high-growth private companies like AI leaders, to building a resilient, globally diversified portfolio, Maggie shares insights on valuation, geopolitics, and long-term investing. Discover how RIT balances risk and opport...

In this episode, we unpack the concept of “sadmin” - the emotional and often avoided financial tasks that matter most. From the Swedish idea of death cleaning to the practical importance of setting up a lasting power of attorney, we explore how getting your affairs in order can protect both you and your loved ones. We share personal insights, common pitfalls, and why these tough conversations are...

In this special episode of Switch Your Money On, Anna Macdonald and Matt Britzman are joined by Bill Ackman, founder and CEO of Pershing Square Capital Management. Bill shares his views on markets, politics and tariffs, the opportunities and risks around AI, and why he favours a highly concentrated investment approach. The conversation also explores Pershing Square’s strategy, Microsoft and Alphab...

In this episode of Switch Your Money On, Helen Morrissey and Clare Stinton explore the rise of AI, social media and viral money trends shaping how people manage their finances. From ‘no spend weekends’ to ‘loud budgeting’ and ‘cash stuffing’, they unpack what works, what doesn’t, and how these ideas can support better money habits. They also highlight the risks of misinformation and scams online,...

In this special edition podcast Anna Macdonald and Matt Britzman break down the much‑anticipated SpaceX IPO. They explore what SpaceX really looks like as a business today, unpack key financials, losses and growth drivers, and explain how US IPOs work for UK investors. The discussion also covers headline risks, unusual prospectus details, potential dilution events, and why diversification and long...

In this episode of Switch Your Money On, Helen Morrissey and Clare Stinton unpack the most common money mistakes and how to avoid them. From delaying investing and neglecting budgeting to pension pitfalls, tax relief oversights and leaving savings in low‑interest accounts, they share practical tips and real‑life lessons to help you build stronger financial foundations. Whether you’re starting out...

In this investment special, Anna Macdonald and Matt Britzman unpack a packed week for markets. They explore falling oil prices and what renewed supply-chain resilience could mean for inflation and elections, before turning to sharp moves in UK government bond yields and the surge in UK M&A activity. The conversation then shifts to the US, where Nvidia once again delivers blockbuster results, s...

As Sir David Attenborough joins over 16,000 centenarians in the UK, we’re discussing whether you need to rethink your retirement as life expectancy continues to soar. With the state pension age set to rise in the coming years, what are the implications for how you should be planning to use your pension pots? We discuss not just life expectancy, but quality of life. How can work adjust for those wh...

In this episode, introducing Anna Macdonald, our new Investment Strategy Director, taking her seat alongside Matt Britzman to unpack a turbulent week in markets. From UK political uncertainty and rising bond yields to the global impact of inflation and Middle East tensions. They explore why banks are faltering, yet US markets remain resilient, and dive deep into the AI-driven surge powering big te...

It’s a question we’ve all heard and possibly asked ourselves when discussing money: why weren’t we taught this at school? Well in this episode, we’ll be covering some of the tactics you as a parent can take to speak to your kids. From the weekly shop, to pocket money, managing online payments, and budgeting, we’ll cover off some the tactics you need to know to raise financially savvy kids. This po...

In this episode, Emma and Matt discuss the launch of a landmark industry campaign to help people build their confidence in investing. They discuss some of the reasons that people are held back from wanting to get invested, whether they think it’s something that’s not for them, or they lack confidence. The new character - following 4 decades after the famous ‘Tell Sid’ advertising campaign of the 1...

As the new tax year gets underway, this is as good a time as any to take stock of your finances and your future. Retirement planning should be high on the list for you, so today Helen and Clare are answering some of your top pensions questions. We’ll be covering everything from pension transfers to retirement options, and what happens to your pension when you pass away. This podcast isn’t personal...

Commodity prices - oil, gold, bond markets - have moved around a lot during recent weeks of market volatility. But in this episode, Emma and Matt discuss whether markets are choosing to actually ignore the conflict, and see a path through to normalisation. US markets are actually up for the year to date, so are we seeing optimism about a path to peace? Matt also explains some of the recent movemen...

The UK tax year runs from 6 April to 5 April the following year. It’s important because many of the most valuable savings and investing benefits are tied to this annual cycle, including ISA allowances and pension tax relief. When the tax year ends, those allowances reset – and the majority of unused allowances don’t roll over. In this episode, Helen and Clare highlight some of the trends we are cu...

As we find you looking ahead to a restful Easter Bank Holiday Weekend, there will be some amongst you that are still looking to make the most of your annual investment allowance. In this episode, Matt and Emma share three funds and three shares that you may want to consider as part of a balanced portfolio. And if you’re not ready to invest right now, either because of uncertainty in the current ma...

With inheritance tax receipts set to deliver another record-breaking payday for the Treasury, it’s a tax that fills miles of column inches, but only actually affects 1 in 20 of estates. So with more people concerned about the tax than ever have to pay it, we delve into some of the myths, facts and misunderstandings around IHT. We talk about the rules around gifting while you’re still alive, life i...

The conflict in Iran continues to drive volatility in markets, driven mostly by the price of oil. Despite our base case assumption that the war will last weeks, not years, markets are trying to weigh up whether there will be high inflation, a slowdown in economic growth, or in extreme circumstances recession. It remains the case, that if you hold a well-balanced portfolio, aligned to your long-ter...

Benjamin Franklin famously said there’s only two things that are certain in life: death and taxes. But although tax is a part of life, it doesn’t have to be something that just happens to you. With smart planning, you can avoid some costly traps. When your income goes up, you need to step up your planning too. With tax thresholds having been frozen in the UK since 2021/22, the number of people pay...

Emma and Matt explore the unfolding situation in the Middle East, in particular, how markets are responding, and what investors can do in times of global uncertainty. Volatility is something we have come to anticipate as par for the course under a Trump presidency. In most cases, the sensible investment strategy is to sit tight and stick to your plan. Well diversified portfolios, with exposure to...

When you’ve just sat through 40 consecutive days of rain, you’d be forgiven for dreaming of a knock on the door from a millionaire maker, so you could take off to sunnier climes. In this episode, Helen and Clare imagine what they would do with an unexpected windfall - and look at what you have told us you would do. You’re a pleasingly sensible bunch, with the majority of you saying you’d put that...

Emma is joined by Senior Equity Analyst Matt Britzman for our investments episode where they delve into results season amongst the big tech players and ask whether AI really does replace everything. Big tech means big numbers, with an estimated $611bn of spend on AI this year alone. But is the capital expenditure overblown? The team explore whether AI is even right to be seen as the big disruptor,...

Nothing says romance like financial planning. Does being married make sense financially? For our Valentine's Day special Helen and Clare are discussing weddings, marriage and finance. While your wedding day may be the most expensive day of your life, could it save you money in the long run? Helen and Clare discuss the practical costs of being single, the importance of having a will, and bust some...

In this episode, Emma Wall and Matt Britzman unpack a busy week for markets and what it means for investors. They look at what’s driving gold volatility and the role gold can play in portfolios against a shifting geopolitical backdrop. The episode also covers earnings season, with insights from Microsoft, Meta, Apple and Tesla, and how Big Tech results and AI investment are shaping market sentimen...

Sarah Coles and Helen Morrissey explain HMRC self-assessment, including the self-assessment tax return deadline, late filing penalties, common mistakes, what to do after the deadline passes and how to amend a return. They cover who needs to file, pension tax relief, capital gains, child benefit charges and what to do if you miss the deadline. This podcast isn’t personal advice. If you’re unsure wh...