AJ Bell Money & Markets

Feb 03 2025 312 ep. 40 mins 464
AJ Bell Money & Markets Podcast artwork

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.uk For legal info visit ajbell.co.uk/disclosures.

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Investment Trust Show #11: Fighting off activist investors and the attractions of Japan

Feb 03 2025 52 mins  
Investment trusts have been all over the news as activist investor Saba targets seven companies with the hope of gaining control and becoming the investment manager. Herald (HRI) shareholders have already voted Saba down and we’re about to find out the fate of the other six investment trusts. Laith Khalaf brings us up to speed on the key events. [01:32] Dan Coatsworth talks to Ja

US tech selloff, taxpayer frustrations, Guiness selloff denied and emerging market insights

Jan 30 2025 37 mins  
In this week’s episode, Dan Coatsworth and Laura Suter discuss the recent selloff in US tech stocks, and what sparked the market turmoil [01:32]. They also look at WHSmith’s potential sale of its UK business [06:27], and Diageo denying rumours about selling Guinness [09:17]. Laura looks at the frustration taxpayers are facing with HMRC’s long call wait times, as some new dat

Markets brace for Trump 2:0, FTSE 100 hits new record high, regulators under pressure as the UK goes for growth

Jan 23 2025 55 mins  
On this episode of the AJ Bell Money & Markets podcast, Dan Coatsworth is joined by AJ Bell Investment Director Russ Mould to discuss how markets reacted to Donald Trump’s return to the White House [00:02:14]. From halting the TikTok ban to confusion about the President’s plans for tariffs, it’s already been a wild ride. Dan is joined by Danni Hewson to assess what’s be

UK inflation in surprise fall, Chancellor comes out fighting and warnings from BP, JD Sports and PageGroup

Jan 16 2025 50 mins  
The AJ Bell Money & Markets podcast team start this week’s episode with some good news as UK inflation took a surprise dip in December to 2.5%. Does this mean the chances of a February rate cut have jumped? Rachel Reeves has fought back in a Commons speech to defend her growth plans and although UK housebuilders have had a boost, other big companies continue to issue their ow

The big investment trust vote, UK retail’s tough outlook and the future of Lifetime ISAs

Jan 10 2025 53 mins  
On this week’s AJ Bell Money & Markets podcast, we dive into a story about seven investment trusts under attack from an activist investor. The big retail companies have started to report on Christmas trading and not everyone is smiling about the outlook. You can also hear about the changing cost of keeping the lights on at home and why the Lifetime ISA is under review. There�

What worked and what didn’t for investors in 2024, outlook for interest rates and water bills to rise

Dec 19 2024 56 mins  
On the last AJ Bell Money & Markets podcast of 2024, Dan Coatsworth and Danni Hewson discuss what markets are now thinking about the trajectory for interest rate cuts in 2025 after the Federal Reserve’s latest comments. [03:47] In the UK, inflation has been creeping back up and there are warnings of a potential recession as private sector hiring falls at its fastest rate in f

The cost of Christmas, car finance compensation and big UK stock market changes

Dec 13 2024 53 mins  
This week’s episode of the Money & Markets podcast explores the cost of putting food and drink on the table at Christmas, how supermarkets are coping in the festive season, and why higher cocoa prices could lead to a marriage of two chocolate giants. We talk to experts about big UK stocks and how Donald Trump’s return to the White House could impact green policies. You can

Outlook for US shares in 2025, two years of ChatGPT and £50 car insurance saving

Dec 05 2024 48 mins  
On this week’s AJ Bell Money & Markets podcast: the US-focused fund manager with a market-beating performance over the past 12 months and where he sees markets going next Stateside. The team talk ChatGPT and why car insurance should get cheaper next year. You can also hear about the challenges facing automotive companies, an expert on UK shares and big changes to Premium Bond

Investment Trust Show #10: Star performers Brunner and Manchester & London, and investing in stars and stripes

Dec 02 2024 64 mins  
On this month’s bonus podcast focusing on investment trusts, the AJ Bell Money & Markets team dig into star performers, US trusts and global small caps. Dan Coatsworth talks to Julian Bishop, co-manager of Brunner Investment Trust which is celebrating one of its best years in a long time. Julian explains how the trust has done well, his thoughts on the Magnificent Seven, why

Automakers face targets and tariffs, FCA calls for crypto rules, and tax rebate scams rise

Nov 28 2024 52 mins  
This week’s episode of the AJ Bell Money and Markets podcast looks at the challenges being faced by global automakers. (01:31) In the UK the speed of the transition to net zero and fines for not meeting targets has been cited as one reason behind Stellantis’ decision to close its factory in Luton. The government has said it will consult on the phase out as Ford’s UK boss call