Nvidia soars, HSBC sinks after China hit, Fundsmith’s Terry Smith talks weight loss drugs, and former Dragon Sarah Willingham on tough time for hospitality
AJ Bell Money & Markets
by AJ Bell
4d ago
One this week’s AJ Bell Money & Markets podcast, Dan Coatsworth and Danni Hewson dig into Nvidia’s barnstorming results which have put a rocket under stock markets, including new record highs in Japan and Europe. It was a mixed picture for UK banks with HSBC shares plummeting the most since the pandemic after a cocktail of negative factors in its results. The team also weigh up the key points from Lloyds, Barclays and NatWest from their latest results.  Dan chats to Fundsmith Equity Fund manager Terry Smith and head of research Julian Robins about why they are excited by a certain sto ..read more
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Everything you need to know about Microsoft, the big Nvidia versus Arm challenge, and what the latest inflation and GDP figures mean for interest rate cuts
AJ Bell Money & Markets
by AJ Bell
1w ago
There is a big tech theme running through this week’s edition of the AJ Bell Money & Markets podcast. Dan Coatsworth explains how investors have been piling into Arm Holdings as a new way to play the artificial intelligence theme, while Nvidia has leapfrogged Alphabet to become the third largest company on Wall Street by market value. This week’s special guest is George Dent who is part of the investment team managing the BNY Mellon Long-Term Global Equity Fund. He gives a fascinating interview about everything to do with Microsoft and why it remains so popular with investors. We’ve had a ..read more
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Magnificent Seven updates, McDonald’s, US dividend investing and why your retirement pot might need to get bigger
AJ Bell Money & Markets
by AJ Bell
2w ago
On today’s AJ Bell Money & Markets podcast we’ll be diving into the latest market moves, including how McDonald’s has been hit by the Middle East conflict and how oil price falls have had a knock-on effect on BP, Shell and Total Energies profits. We’ve also got a round-up of the updates we had from some of the Magnificent 7 last week, including Apple, Amazon and Meta. Our interview this week is with seasoned US investor Daniel Peris, who has over two decades of experience as a dividend-focused portfolio manager in the US. He is talking all about how investors in the States have shifted awa ..read more
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Investment trust show #1. Future of Scottish Mortgage, sources of generous income, finding bargains and why smaller companies could have a good year
AJ Bell Money & Markets
by AJ Bell
3w ago
Welcome to the first in a new series of bonus podcasts from the AJ Bell Money & Markets team. If you’re a fan of investment trusts, you’re going to love it. And if you don’t know what they are and just want to hear interesting stuff about markets, companies and investing in general, you’ll also find loads of great stuff. Published at the start of each month, the bonus podcast series will feature a range of topics with investment experts and fund managers, with each episode debating some of the most popular trusts with retail investors, the big topics that matter, and a little bit of educat ..read more
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Markets hit by interest rate decision, Microsoft and Alphabet fail to win over investors, Elon Musk’s odd behaviour, and finding opportunities among UK mid cap stocks
AJ Bell Money & Markets
by AJ Bell
3w ago
On this week’s episode of the AJ Bell Money & Markets podcast, Dan Coatsworth and Danni Hewson discuss the impact on markets as the Federal Reserve seems to push a rate cut into the long, spring grass. The pair chew over why Microsoft and Alphabet’s results were such a let a down as both companies warned the AI boom would come at a price. Danni mulls over Elon Musk’s odd behaviour after a judge in Delaware voids his 2018 mega pay deal and Tesla shareholders are asked to vote on moving the company’s legal home to a different US state in apparent retaliation. Dan digs into what’s going on wi ..read more
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US markets hit new record high, Netflix enjoys growth spurt, Tesla disappoints, and plans to stamp out hidden fees
AJ Bell Money & Markets
by AJ Bell
1M ago
Dan Coatsworth and Danni Hewson explain why US shares are doing so well, including a rally in chip-related stocks and how Netflix has managed to enjoy a new growth spurt. Tom Sieber and Steven Frazer from Shares magazine are on the show to talk about why investors have given a big thumbs down to Tesla’s latest results. Dan explores the concept of drip pricing and how hidden fees could soon be a thing of the past. Danni chats about new figures which show a rise in mortgage and loan defaults, and how more retailers are seeing a pick-up in demand for buy now, pay later. The team also debate the p ..read more
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Inflation in shock rise, Red Sea troubles, Premium Bond rate is cut and Allianz manager on tech sector
AJ Bell Money & Markets
by AJ Bell
1M ago
On this week’s podcast Danni and Laura cover the all important inflation figure, which showed the headline number had moved in the wrong direction. That surprise shift had a knock-on effect on markets, so we look at the winners and losers there. The ongoing issues in the Red Sea are having an impact on companies, including Shell, but also are a risk to inflation, so we delve into the potential effects on prices. In the markets segment we also cover what the latest jobs figures mean for the health of the economy, and for recruitment firm Page Group, and we look at the impact of the new boss at ..read more
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A Christmas cracker for some UK retailers, Boeing shares fall after door blowout and Bitcoin ETFs given green light by US regulator
AJ Bell Money & Markets
by AJ Bell
1M ago
On this episode of the AJ Bell Money & Markets podcast Dan Coatsworth and Danni Hewson dig through a bumper crop of Christmas trading updates from UK retailers including Tesco, Marks & Spencer and Sainsbury’s and they discuss the ongoing expansion of Greggs. After the discovery of loose bolts following a mid-flight blowout which saw a door pop off an Alaskan Airlines plane mid-flight, shares in Boeing and some of its suppliers have understandably been impacted as the FAA grounds the planes for further investigation. Danni considers the implications. Dan examines Terry Smith’s latest sh ..read more
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Listeners share their early retirement stories, FTSE 100 turns 40, Evenlode manager on AI, and good news for mortgage rates
AJ Bell Money & Markets
by AJ Bell
1M ago
Two months ago, we asked if any listeners had managed to retire early and gain financial independence, in line with the so-called FIRE movement. Plenty of you have hit the goal, judging by the responses we’ve received. Charlene Young shares some of your stories while Dan Coatsworth talks to podcast listener Phill about how he managed to give up work early and live the life he always dreamed of. Dan asks Chris Elliott from Evenlode Global Equity if artificial intelligence is a game-changer for business or overhyped. Chris also talks about Microsoft, Diageo, Nestle and where he is finding opport ..read more
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Red Sea oil price fears, inflation’s latest drop, the top stocks of 2023 and investor outlook for 2024
AJ Bell Money & Markets
by AJ Bell
2M ago
In our final episode of the year, Danni and Laura look at the impact of that Red Sea turmoil on the oil market and Amazon’s deal with Games Workshop to bring Warhammer to the big screen. We’ll also look at the latest inflation data – and what it might mean for your money in 2024. And the impact that that Bank of England decision last week to hold rates had on the mortgage and housing markets. We’ve also got the first of a new monthly segment from the team at Shares, who will be discussing chip company Nvidia and UK engineering firm Rolls-Royce. And Tom Selby is back with his pensions corner, l ..read more
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