Taylor Swift scams, Royal Mail takeover and latest twist to Woodford scandal
AJ Bell Money & Markets
by AJ Bell
1d ago
On this week’s AJ Bell Money & Markets podcast, Charlene Young and Dan Coatsworth look at cooling inflation and how markets reacted to the latest numbers on UK jobs. The rise in scams is the hot topic of the week, with over £1 million reportedly lost this year already by ‘Swifties’ – Taylor Swift fans desperate to get their hands on tour tickets. Our guest is Ayush Abhijeet from Ashoka India Equity Trust, who chats to Danni Hewson about where he sees the potential value in what’s likely to be the G20’s fastest growing economy once again this year. Charlene has an update on the enquiry into ..read more
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US path to pivot takes a detour, UK “financial lives” improve and is China still investible?
AJ Bell Money & Markets
by AJ Bell
1w ago
On this episode of the Money and Markets podcast Danni Hewson and Laura Suter assess market reaction to the latest US inflation data that came in hotter than expected and reset expectation of when the Fed might cut interest rates. The pair mull over what that might mean for UK rates and Laura digs in to the latest FCA Financial Lives survey which shows things are improving for UK households, though 7 million households are still struggling to pay bills. Earnings season has started all over again and kicking things off in the UK the country’s biggest supermarket Tesco reports a jump in profits ..read more
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Investment trust show #3. Exploring dividend heroes, the rise of JPMorgan Global Growth & Income, options for investing in the UK, and why the renewable energy sector has been a letdown
AJ Bell Money & Markets
by AJ Bell
2w ago
Welcome to the third instalment in a new series of bonus podcasts from the AJ Bell Money & Markets team all about investment trusts. Published at the start of each month, the bonus podcast features 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 educational material to get listeners up to speed. This episode focuses on income, growth, the UK and renewable energy. Laith Khalaf talks to Annabel Brodie-Smith from the Association of Investment Companies ..read more
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Natwest sale, Trump’s float, Waspi update and new first-time buyer mortgage
AJ Bell Money & Markets
by AJ Bell
3w ago
On this week’s podcast we’ve got disappointing updates from both Lululemon and Nike, signalling that perhaps the athleisure trend is coming to an end. We’ve also got news on the Government’s sale of Natwest and a deep-dive on Apple from our friends at Shares magazine. Trump has been dominating the headlines ahead of the US election, but he’s hit them for a different reason now: his media business has floated on the stock market – we cover how the float went. And our interview this week is with Ewan Markson-Brown from the Crux Asia ex-Japan Fund, who explains why he’s excited about prospects fo ..read more
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Rate cut optimism, Scottish Mortgage manager speaks, Nvidia’s big move and how to get the most out of ISAs
AJ Bell Money & Markets
by AJ Bell
3w ago
On this week’s AJ Bell Money & Markets podcast, Danni Hewson and Charlene Young dig through the latest UK inflation figures and bring you up to date on market reaction to central bank rate decisions. They also chat about Unilever’s decision to spin off its ice cream empire, Nvidia’s continued moves to dominate the AI sector and the Chancellor’s comments that the pension triple lock will need to be looked at again after the next election. Dan Coatsworth gives us a sneaky peak into what’s in the baskets of ISA millionaires as well as where investors have been investing their ISA money over t ..read more
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The rise of Temu, where next for inflation and interest rates, and a probe into pet care costs
AJ Bell Money & Markets
by AJ Bell
1M ago
On this episode of the AJ Bell Money & Markets podcast we explore the rise of Chinese e-commerce platform Temu and how it is taking the retail sector by storm. Dan Coatsworth talks to Ewan Markson-Brown from the Crux Asia ex-Japan Fund about why he invests in Temu’s owner PDD and why Donald Trump’s presidential comeback attempt has weighed on the company’s share price. AJ Bell investment director Russ Mould considers the latest inflation figures and what central banks might do next with rates. Danni Hewson explores the growing cost of vet bills and why concerns by the UK competition watchd ..read more
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Budget special: tax cuts, pros and cons of the new British ISA, and good news for parents
AJ Bell Money & Markets
by AJ Bell
1M ago
This week’s AJ Bell Money & Markets podcast examines what the UK government’s latest Budget means for you and your money. Danni Hewson considers the OBR’s new economic forecasts and the market reaction to the Budget. Dan Coatsworth explores the new British ISA, how it might work and why it is not the perfect solution to getting more people interested in investing and supporting UK businesses. Pensions news was thin on the ground in the Budget but Charlene Young has found some nuggets worth digesting. Also on the podcast: good news for parents looking for help meeting the cost of childcare ..read more
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Investment trust show #2. What to do if a fund manager underperforms, getting under the bonnet of Nick Train’s Finsbury Growth & Income, and why so many trusts are merging
AJ Bell Money & Markets
by AJ Bell
1M ago
Welcome to the second in a new series of bonus podcasts from the AJ Bell Money & Markets team all about investment trusts. Published at the start of each month, the bonus podcast features 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 educational material to get listeners up to speed. This episode focuses on underperforming fund managers and mergers. Should you pay a fund manager to try and outperform or use a low-cost tracker fund that simply foll ..read more
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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
2M ago
On 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 stoc ..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
2M 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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