AJ Bell Money & Markets

This week’s podcast talks to the heads of three companies in the travel, pub and retail sectors. We chat with Julia Lo Bue-Said from Advantage Travel Partnership on how the travel industry is faring under the new traffic light system. Patrick Dardis from Young’s gives his view on a potential blockbuster summer for UK pubs. And Daksh Gupta from Marshall Motors explains how used car prices are going through the roof. We also talk about Marks & Spencer’s latest results and the big wave of takeovers.

This week’s podcast looks at the volatility of crypto currencies, why oil prices are impacting markets and multi-billion-dollar streaming deals.  Dan Coatsworth assesses how UK airlines are coping as some holidaymakers jet off for the first time and the confusion about what exactly an amber light really means. As more and more companies are screening investments based on sustainable criteria Danni Hewson chats to Kate Rogers Head of Sustainability at Cazenove Capital and Katherine Davidson Fund Manager of the Global Sustainable Growth Fund – both part of the Schroders group about why they believe investors aren’t having to make a trade-off between values and returns. And Dan Coatsworth catches up with Gervais Williams from Miton Microcap Trust who explains why shares in UK small cap companies have surged this year and discusses three of his favourite stocks.

Dan Coatsworth explains how rising inflation effects everyday life and why it spells trouble for global stock markets. He also talks to Danni Hewson about the big share price rally in retail companies including Greggs, Card Factory and The Works, and the pair also chat about ways that retailers are trying to reinvent themselves such as Pret opening concessions inside supermarkets. Tineke Frikkee from Waverton gives her view on the structural changes we’re seeing following the pandemic and the companies that might prosper. The podcast also features Tom Selby talking to Mike Padgham from the Independent Care Group about news in the Queen’s Speech to bring forward social care funding reform. Rounding off this episode is a look at new shocking figures on scams.

If you’re approaching retirement, this week’s podcast is essential listening. Tom Selby explains a proposal by the financial regulator to make people obtain guidance before accessing their pension. Tom also explores proposals to push back the minimum retirement age from 55 from 57, and he looks at how the end of the furlough scheme could see more people over 55 consider dipping into their retirement savings earlier than planned. The founder of the money saving website “Be Clever With Your Cash” Andy Webb joins us to discuss why high street banks are ditching cash incentives designed to get people to switch and how to the pandemic has seen more of us embrace the virtual world when it comes to our money. Danni Hewson chats about the ongoing shortage in computer chips and Dan Coatsworth considers the factors troubling investors in the past week. He also debates the type of company which should come out on top as inflation accelerates, exploring the concept of pricing power. And if you wondered why trainers have become so collectable, Jenny Owen looks at how Ebay is getting more involved in this market.

It’s a massive week for big companies reporting their latest earnings. This week’s podcast drills into the numbers from Tesla, Microsoft, Google, Lloyds and HSBC. Dan Coatsworth talks to Hugh Young about how Aberdeen Standard Asia Focus has become the second-best performing investment trust since ISAs were launched in 1999. Tom Selby explains the tax rules on pension withdrawals, while Danni Hewson explores the Post Office’s role in providing much-needed banking services to communities. Finally, Jenny Owen considers whether Aberdeen Standard’s decision to rebrand to Abrdn is a mistake or a stroke of genius.

This week’s podcast looks at the highs and lows of the FTSE 100 as it finally scrambled over the 7,000 mark but fell back after just a day.  Danni Hewson considers why 3.9million is a disappointing number for Netflix when it comes to new subscribers and discusses the pitfalls of an overheating heating housing market with Dan Coatsworth Richard Marwood from Royal London Asset Management shares some tips with Dan about where to find income on the UK stock market. And Laith Khalaf chats to Chris Ford, who runs the Sanlam Artificial Intelligence fund.  They discuss why investing in AI isn’t all about the rise of the robots or tech companies in fact lots of industries are adopting it to make themselves more efficient. 

This week’s podcast looks at the challenges facing retailers as shops reopen in England. Danni Hewson talks about the likes of JD Sports and Primark’s owner Associated British Foods, together with a look at how Tesco has fared during the pandemic. Joe Bauernfreund from AVI Global Trust joins the show to talk about the attractions of family-run businesses from an investment perspective. Dan Coatsworth discusses the return of former star fund manager Mark Barnett and he chats with Laith Khalaf about the FTSE 250 index of UK companies hitting a new record high. Laith also dives into the world of closet trackers, namely funds where managers aren’t really adding much value despite being paid an annual fee. Finally, Jenny Owen talks about a surreal money-related story involving beer and robots.

This week’s podcast looks at the record gains in the UK’s second tier index as another phase of lockdown nears it’s end.  It also examines how Deliveroo’s retail investors fared when they finally got the chance to trade their shares.     Tom Selby explains what you need to look out for if you’re planning to take a tax free sum from your pension pot and Tom Sieber gives his tips on how to spring clean your portfolio.  Jessica Ayres, a financial adviser with Timothy James & Partners Explains why women in particular need to get to grips with their finances if it looks like divorce is on the cards.  And Jenny Owen’s back with tips on turning your old toys into significant amounts of cash.

This week’s podcast looks at why Deliveroo’s stock market debut didn’t go to plan. It also examines how stock markets performed around the world in the first quarter of 2021. Temple Bar Investment Trust fund manager Ian Lance discusses why Royal Mail’s shares have soared since November and why he’s backing BP despite growing investor opposition to oil producers. Tom Selby answers a listener’s question on pensions, and he talks to Iona Bain about how she is helping younger people to better understand investing. The podcast also looks at ways to claim money for working from home and Jenny Owen explains why certain pandemic-era memorabilia could be worth a lot of money in the future.

It’s an ISA special with lots of useful information to help you get the most from your investments and not lose out to the taxman. The podcast also chats about what a change in manager means for investors in popular investment trust Scottish Mortgage, and why the regulator is concerned about young investors not understanding the risks of buying shares and cryptocurrencies. [4.03] What is an ISA? [8.30] Tax benefits of ISAs [12.45] Using an ISA to get on the housing ladder [15.20] When to use a Cash ISA or a Stocks & Shares ISA [18.20] Top ISA tips [20.45] Most popular stocks, funds and investment trusts held in an ISA [26.40] Using an ISA to invest for children [29.30] Listener questions about ISAs [40.00] Strange money story of the week