UK interest rate cut impact, what’s behind the FTSE 100 rally and Elon Musk’s bid for OpenAI
AJ Bell Money & Markets
by AJ Bell
6h ago
In this week’s episode, Charlene Young and Danni Hewson look at what’s happened since the Bank of England’s Monetary Policy Committee cut the base rate to 4.5% last Thursday. Expectations for a cut were high so has the reaction from markets and mortgage lenders been unsurprising too? [01:30]  Danni gives the low down on the latest results from McDonald’s and BP. Does activist investor Eliott taking a stake in BP mean there is a reset on the horizon for the struggling energy giant? [11:57]  Elon Musk is back in the news again. Donald Trump’s right-hand man and head of DOGE has led a b ..read more
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How tariffs shock markets, Alphabet’s big challenge, and why we want to see changes to the Lifetime ISA
AJ Bell Money & Markets
by AJ Bell
1w ago
Welcome to the latest episode of the AJ Bell Monet & Markets podcast. Tariffs have been on everyone’s minds this week and they’ve caused some big movements on the markets and dominated the discussion for many companies. Danni Hewson runs through the key points and how they relate to investments. [04:06] Tom Sieber and Ian Conway from Shares magazine explain why tariff issues have cast a cloud over Diageo and the key takeaways from its latest results. [13:04] A government consultation on Lifetime ISAs closed this week so Dan Coatsworth explores the pros and cons of the account and the chang ..read more
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Investment Trust Show #11: Fighting off activist investors and the attractions of Japan
AJ Bell Money & Markets
by AJ Bell
1w ago
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 James Carthew from research group QuotedData about what he thinks could happen next with Saba, and about the role of activist investors in general. [11:03] Ian Conway and Steve Frazer conduct a deep dive into Law Debentu ..read more
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US tech selloff, taxpayer frustrations, Guiness selloff denied and emerging market insights
AJ Bell Money & Markets
by AJ Bell
2w ago
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 data is released showing how hard it is to reach the taxman [12:09], while Tom Sieber looks at attending a company AGM in person at SRT Marine Systems and why investor engagement matters [16:55].   Plus, Dan intervi ..read more
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Markets brace for Trump 2:0, FTSE 100 hits new record high, regulators under pressure as the UK goes for growth
AJ Bell Money & Markets
by AJ Bell
2w ago
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 behind the FTSE 100’s good run. The pair also consider what might happen next for UK interest rates given the latest economic data gives the Bank of England a lot to think about. [00:11:12] Government borrowing costs have shot ..read more
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UK inflation in surprise fall, Chancellor comes out fighting and warnings from BP, JD Sports and PageGroup
AJ Bell Money & Markets
by AJ Bell
1M ago
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 own warnings. [01:02] Danni Hewson and Charlene Young discuss how the UK isn’t the only country facing increased borrowing costs after recent bond yield hikes, and they also chat about what higher gilt yields mean for pe ..read more
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The big investment trust vote, UK retail’s tough outlook and the future of Lifetime ISAs
AJ Bell Money & Markets
by AJ Bell
1M ago
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’s been a sell-off in UK government bonds and the pound, causing jitters on the market at the start of the new year. Dan Coatsworth explains what’s going on. [00:02:06] Hedge fund Saba Capital has got its sights on the ..read more
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What worked and what didn’t for investors in 2024, outlook for interest rates and water bills to rise
AJ Bell Money & Markets
by AJ Bell
2M ago
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 four years following the Budget. With rates expected to be higher for longer that’s good news for savers. [11:52]  Dan looks back at the winners and losers of 2024 on the market including some names that might come ..read more
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The cost of Christmas, car finance compensation and big UK stock market changes
AJ Bell Money & Markets
by AJ Bell
2M ago
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 also hear about changes to the FTSE 100, why the car finance scandal could be bigger than previous expected, and what’s going on with UK rental charges. Kicking things off, Danni Hewson has some interesting figures on th ..read more
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Outlook for US shares in 2025, two years of ChatGPT and £50 car insurance saving
AJ Bell Money & Markets
by AJ Bell
2M ago
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 Bonds. Takeovers continue to come thick and fast on the UK market and Dan Coatsworth is here to talk about the latest deals being made. Tom Sieber also updates on the challenges in the automotive sector and why Elon Musk i ..read more
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