AJ Bell Money & Markets

In this week’s podcast: how retail investors often miss out on big first day gains with IPOs. Find out what investors think about AstraZeneca’s vaccine roll-out being halted in parts of the world and why its shares were falling months before this incident. Dan Coatsworth examines Greggs’ latest results and chats with Cake Box CEO Sukh Chamdal about growing demand to be a franchisee. Danni Hewson talks about the return of 95% mortgages while Tom Sieber weighs up the state of the housebuilding sector. Jenny Owen is also on the show with a bizarre story about fridge magnets that detect new mortgage deals. Don’t miss Danni talking to Helen Mahy from The Renewables Infrastructure Group about all things green. And there’s some good news for people who’ve been paying too much on their energy bills

This week’s episode chats about the big stimulus cheques being sent to US households and how that money might be spent on investing. Rosanna Burcheri from Artemis Global Select fund and William De Gale from Bluebox Technology fund talk about the recent sell-off in tech stocks, what to think about if you’ve been affected, and why they think parts of the tech space still hold considerable appeal. Danni Hewson looks at progress made with teaching school children about managing money and how some people could be losing out by not seeking better rates on their cash savings. Dan Coatsworth chats about the latest financial results from Domino’s Pizza, ITV and Foxtons, and there is also a look at Restaurant Group’s big fundraise.

This week’s podcast explores why stock markets are being troubled by rising bond yields, and how inflation expectations are causing a sell-off in tech stocks. Danni Hewson considers the ethical issues clouding Boohoo and why investors should be paying close attention to the oil price. AJ Bell’s chief executive Andy Bell is this week’s special guest where he discusses the rise in popularity for share dealing and whether people flocking to trade GameStop shares could become long-term investors. He chats about the rise of free investment apps and what goes on behind the scenes when you buy a share. Dan Coatsworth examines potential changes to UK stock market listing rules and how the proposals have already convinced Deliveroo to choose the London Stock Exchange as the home for its shares. The knock-on effect of any listing rule changes is that London market could finally get its share of the action for SPACS – in-demand investment vehicles on a mission to buy companies.

Danni Hewson makes her debut as the new co-host of the podcast and joins Dan and Tom to analyse the key points from Rishi Sunak’s 2021 Budget. They discuss the key points relevant to savers and investors, such as the state of play with pensions and ISAs, as well as the new green savings bond being planned by the NS&I. Danni looks at the economic forecasts for the UK, while Dan gets stuck into the impact of tax cuts for companies on investing in equipment and why this could be good news. You can also discover the stocks that moved the most on the Budget and why changes to corporation tax may not be as bad as feared. Finally, Tom considers all the bits that were predicted to happen yet didn’t crop up in the Budget. Presented by Danni Hewson, Dan Coatsworth and Tom Selby of AJ Bell

In an exclusive interview with Money & Markets, pensions minister Guy Opperman discusses the key elements of the Pension Schemes Act and how it will aim to make people’s pensions ‘safer, better and greener’. He discusses new rules designed to punish bosses who neglect their responsibilities to pension scheme members and protect people from scams, the future of ‘pensions dashboards’ and why ESG investing is at the top of the Government’s agenda. He also talks about the future of Government pensions policy and why savings ‘sidecars’ could help address financial vulnerability in a post-lockdown world. Presented by Tom Selby

This week’s podcast discusses the return of Neil Woodford, the man who made a fortune for himself and investors at Invesco Perpetual before things turned sour at his solo venture Woodford Investment Management. We also talk about a big piece of work the FCA has carried out assessing people’s financial circumstances since lockdown measures were introduced, and the latest ‘retirement corner’ looks at the impact of the Government’s decision to increase the normal minimum pension age. This week’s special guest is Andy Rothman, investment strategist at asset manager Matthews Asia. Andy talks to Dan about a range of topical issues involving China including what’s happening in the country economically post-Covid, ESG considerations with Chinese companies, and whether Joe Biden can quickly repair relationships between the US and China. Presented by Tom Selby and Laith Khalaf

This week’s podcast dives into the world of cryptocurrencies and explores why Tesla has jumped on the bitcoin bandwagon. Discover why shares in GlaxoSmithKline and Ocado fell on their latest updates, and why the FTSE 100 is treading water. The team debate the future of annuities as investors look for sources of income in retirement. This week’s special guest is Madeline Wright who explains her journey joining asset manager Lindsell Train almost straight out of university and how she now plays a key role with popular funds Finsbury Growth & Income and Lindsell Train UK Equity. Madeline explains what she has learned from highly respected fund manager Nick Train and how her research into Prada and Experian resulted in Lindsell Train investing in both companies. Presented by AJ Bell’s Dan Coatsworth and Laith Khalaf

This week’s podcast chats about what a change in CEO means for Amazon, together with a look at the retailer’s fourth quarter results and how other big-name US companies are either beating or missing earnings expectations. James Spence from Cerno Global Leaders Fund joins the show to explain why he is one of the few fund managers running a global equities fund that doesn’t feature the Faangs (Facebook, Apple, Amazon, Netflix and Google). James offers his view on the markets over the next few years and the reasons why he invests in the likes of bicycle components group Shimano, the ‘brains of electric vehicles’ specialist Aptiv and precision engineer Renishaw. AJ Bell’s pension expert Tom Selby is back on the show to answer another listener question on retirement savings. This time, it’s the turn of someone who wants to know if they can take money out of a workplace pension when they want and put it in a SIPP. The team also discuss Moonpig’s impressive stock market debut and why it’s about time that ‘buy now pay later’ providers are facing stricter controls.

This week’s podcast explores how social media has led to a new wave of potentially inexperienced investors betting money on low quality businesses. Reporting season has kicked off in the US and Dan talks through the results of two big beasts, Microsoft and Starbucks. Tom Sieber, deputy editor of Shares, joins the show to look at the performance of markets in Asia and the UK, and the patterns emerging among FTSE 100 stocks. It’s also the start of the ISA season with the tax year end coming up soon, so Laith looks at how cash ISAs and investment ISAs have performed over the last 10 years. Presented by Shares’ Editor Dan Coatsworth and AJ Bell’s Financial Analyst Laith Khalaf

This week’s podcast looks at what Joe Biden’s agenda means for investors as he becomes the new President of the United States. We also chat about some of the week’s biggest news on the markets including Netflix’s latest numbers, Wetherspoon raising more cash and signs of renewed interest in cruise ship operators. We answer a listener’s question on managing their retirement savings and explain why there is some royal news in the world of pensions. This podcast also features fund manager Matthew Tillett from Brunner Investment Trust who talks about value versus growth and opportunities he sees in the markets, including why he invests in housebuilder Redrow and banking group UBS. Presented by Shares’ Editor Dan Coatsworth and AJ Bell’s Senior Analyst Tom Selby