IMF worries and Terry Smith’s musings
AJ Bell Money & Markets
by AJ Bell
5d ago
On this episode of the Money and Markets podcast one of the most popular investors active today, Terry Smith, is here to talk about Fundsmith Equity Fund and he’s got some choice words to say about two of his holdings. Dan Coatsworth and Danni Hewson mull over the IMF’s gloomy forecast for the UK economy and canter through some of the companies reporting earnings including McDonalds, Exxon and Intel. Laith Khalaf updates us on UK government plans to regulate the "crypto-verse" and with the success of auto-enrolment resulting in many people having multiple pension pots, AJ Bell’s Head of Policy ..read more
Visit website
Soaring Government debt, Netflix update, and how to find an index
AJ Bell Money & Markets
by AJ Bell
2w ago
On this episode of Money and Markets we have Shares deputy editor Tom Sieber with all the markets news, from Netflix to Primark, as well as an update on the US. And he’ll also be responding to a listener question about indices, for those passive investors among you. Laura Suter is delving into the latest Government debt figures, looking for whether they give an indicator as to whether we’re headed for a recession or not, and she’s also explaining the new scheme where you can save money by using less energy. Dan Coatsworth brings us an interview with fund manager Ron Temple, talking about UK in ..read more
Visit website
Inflation cools, over 50s head back to work and the FTSE flirts with a new record high
AJ Bell Money & Markets
by AJ Bell
2w ago
On this week’s money and markets podcast Danni Hewson and AJ Bell’s head of retirement policy Tom Selby mull over the latest UK inflation numbers and discuss jobs data which shows more over 50s are heading back into the work place flagging a big issue about pensions. The FTSE 100 continues to flirt with the record books – nudging close to but not quite hitting a new high as UK retailers like Tesco, Currys and WH Smith deliver on the upside. But it’s not all been good news with profits at big US investment banks Goldman Sachs and Morgan Stanley among those taking a big hit with deals down and m ..read more
Visit website
Christmas trading, Amazon job cuts and why Terry Smith is still disgruntled with Unilever
AJ Bell Money & Markets
by AJ Bell
3w ago
One this week’s Money and Markets podcast Dan Coatsworth and Danni Hewson dig into Christmas Trading numbers with updates from Sainsbury, JD Sports, Barratt Homes and Direct Line on menu they discuss what those results can tell you about the outlook for 2023. British firms worry about rising energy costs as the government announces that support is changing. Amazon looks to cut costs by closing three UK warehouses plus the latest on reports Goldman Sachs is about to axe thousands of jobs. Plus Terry Smith’s latest missive which shows he’s still got a bone to pick with Unilever and we hear from ..read more
Visit website
How personal finance studies could work alongside Rishi Sunak’s maths push, retail sector analysis and Fundsmith’s bad year
AJ Bell Money & Markets
by AJ Bell
1M ago
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 be in store from the plethora of trading updates due from the retail sector. Discover why Fundsmith Equity Fund had its first year of negative returns since launch and why manager Terry Smith is not ab ..read more
Visit website
Fund manager picks and the year in review
AJ Bell Money & Markets
by AJ Bell
1M ago
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 reacted plus how a winter of strike action in the UK is affecting companies like Moonpig and discuss the latest trading updates from Frasers Group, Zara owner Inditex and the world’s biggest holi ..read more
Visit website
Your rights for train delays and cancellations, state pension review and CEO secrets
AJ Bell Money & Markets
by AJ Bell
2M ago
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 might happen to the state pension and when people will be able to get it in the future. And the BBC’s Dougal Shaw talks to Danni Hewson about what makes a good company boss ..read more
Visit website
Outlook for tech stocks, we grill the boss of NS&I, and reasons to be positive on bonds
AJ Bell Money & Markets
by AJ Bell
2M ago
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 it is time for the Faangs to be relegated and a new group of tech stocks to lead the pack. They also talk about opportunities in the sector following widespread share price declines. Artemis fund m ..read more
Visit website
How the Autumn Statement affects you and your money, and does Black Friday matter anymore?
AJ Bell Money & Markets
by AJ Bell
2M ago
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 want to take advantage of discounts in the shops. Dan explains why stock markets have perked up in recent weeks, and he also talks to Fay Ren from the Cerno Pacific Fund about why companies with ..read more
Visit website
Inflation takes a bite out of retail, Bill Ackman and tech layoffs
AJ Bell Money & Markets
by AJ Bell
3M ago
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 he sold out of Netflix and Domino’s Pizza so quickly.  Also this week we’ll be looking at the nation’s financial resilience in the current cost of living crisis, as new data reveals 1 in 4 people ..read more
Visit website

Follow AJ Bell Money & Markets on Feedspot

Continue with Google
OR