
AJ Bell Money & Markets
Bringing you the latest personal finance and stock market insights
Latest episodes

Oct 29, 2020 • 41min
Interview special: Baroness Ros Altmann on why the UK is facing a long-term care crisis
In this special edition of the podcast, AJ Bell senior analyst Tom Selby speaks to former pensions minister Baroness Ros Altmann about long-term care in the UK, the impact of Coronavirus on the sector and why the system is in urgent need of reform.

Oct 22, 2020 • 51min
Fundsmith’s 10-year anniversary, Netflix’s big miss, outperforming ethical funds, Government clamp down on pension scams and Murray Income’s £1 billion merger
This week’s podcast looks at how Fundsmith Equity has become one of UK’s most popular funds as it prepares to celebrate its tenth birthday.
Dan chats about the rally in the pound on Brexit trade talks, more consumer goods companies beating earnings expectations, Netflix failing to hit growth forecasts, and Trainline’s CEO stepping down.
AJ Bell’s Rachel Vahey joins the podcast to chat about good news for people saving into a pension and why the Government is taking a serious look at pension scams.
Laith has a look at the performance stats for ethical funds and why a record amount of money is flowing into this space.
Dan also chats to Murray Income Trust’s chairman Neil Rogan about the planned £1 billion merger with Perpetual Income & Growth Trust.
Presented by Shares’ Editor Dan Coatsworth and AJ Bell’s Financial Analyst Laith Khalaf

Oct 15, 2020 • 34min
Tech stocks bounce back, smaller company investing, China’s dominance of emerging market indices and should you be allowed early pensions access to buy a home?
This week’s podcast looks at the latest action on global markets including a new rally in US tech stocks and how the UK’s AIM market is soaring ahead. Dan has updates on ASOS, Barratt, Bunzl, Round Hill Music and an Italian Instagram star hoping to float herself on a stock market.
AJ Bell’s Laith Khalaf talks about the appeal of investing in smaller companies. His colleague Ryan Hughes also joins the show to debate whether China is becoming too big in emerging market indices and if it should be viewed as a standalone entity from an investment perspective.
Finally, Tom and Dan chat about a new proposal to let younger people dip into their pension savings to help them get onto the housing ladder and all the problems that might cause.
Presented by Shares’ Editor Dan Coatsworth and AJ Bell’s Senior Analyst Tom Selby

Oct 8, 2020 • 45min
Companies that use data well, state pension age change, Boris’ latest leg-up for property buyers, and market see-saw on Trump debacle
This week’s podcast features an interview with former Game Group boss Ian Shepherd how companies succeed or fail with using data to drive profits.
Find out about important changes to the state pension and how the taxpayer might have to take on some mortgage-related risk in Boris Johnson’s new plan to help people onto the housing ladder.
The team analyse the stock market reaction to Donald Trump catching coronavirus and then delaying an important stimulus debate.
Dan chats about new signs that value investing is in demand, as well as talking about the problems with Cineworld and why airline stocks reacted positively to speculation of quarantine rule changes in the UK.
Presented by AJ Bell’s Senior Analyst Tom Selby and Shares’ Editor Dan Coatsworth

Oct 1, 2020 • 56min
Behind the scenes of private equity, Asda takeover talk, different job support measures and new insight into pension withdrawal trends
This week’s podcast features an in-depth chat with Arthur Mornington and Steven Tredget from Oakley Capital about takeovers, whether private equity had started to be more transparent, the assumption that PE firms load companies up with debt and under-invest in them, and whether they thought Oakley investment Time Out had been a flop.
Dan talks about the latest on the markets including reaction to Brexit trade talks, the US Presidential election debate, Asda takeover chatter and Boohoo beating expectations.
You can also hear Tom discuss Rishi Sunak’s new strategy for helping workers as well as chatting about new data on how much we are taking out of our retirement savings.
Presented by Shares’ Editor Dan Coatsworth and AJ Bell’s Senior Analyst Tom Selby

Sep 24, 2020 • 48min
AIM inheritance tax benefit fears, investors revert to lockdown market playbook, potential good news on insurance prices, NS&I’s big rate cut and exploring negative interest rates
This week’s podcast explores the tax benefits of putting money into certain AIM stocks and how any meddling by the Government on the rules could have a catastrophic impact on the junior stock market. Joining Dan and Tom to talk about this subject is Philip Harrison, a tax consultant from The Wilkes Partnership.
Fears over another nationwide lockdown have driven investors to flock to the same stocks that did well earlier this year. The podcast reveals the UK stocks which investors have been chasing over the past week.
There have been some brutal cuts to savings rates for NS&I products, so the podcast asks whether savers will stay put or look elsewhere. It also explores the concept of negative interest rates and whether it could happen in the UK.
Finally, Dan has some potential good news for people with home or car insurance, while Tom reveals new data on consumer finance habits six months after lockdown first began in the UK.
Presented by Shares’ Editor Dan Coatsworth and AJ Bell’s Senior Analyst Tom Selby

Sep 18, 2020 • 44min
Is Snowflake the next big tech stock? Debt fears around buy now, pay later; and this year’s 10-baggers
Warren Buffett and Snoop Dogg have backed Snowflake and other investors will soon get their chance as the tech business and Amazon challenger heads to the stock market. Listen to this podcast to find out why Snowflake is getting everyone excited.
Greatland Gold has become the sixth London-listed stock this year to see its price rise 10-fold. Dan chats about 10-baggers as part of this week’s review of the markets, which also includes G4S, M&A fever and the latest insight into how fund managers are thinking.
Tom explains the importance of New Look’s restructuring plans and why it has property owners shaking in their boots.
And the pair explores the meteoric rise of Klarna and buy now, pay later and how this service raises the risk of young adults getting into debt.
Presented by AJ Bell’s Dan Coatsworth and Shares’ Deputy Editor Tom Sieber. This week’s guest is Steve Frazer, News Editor at Shares.

Sep 10, 2020 • 53min
The brains behind one of the best performing funds, controversial view on savings rates and why The Hut’s stock market debut is getting everyone excited
Join us for a chat with Andrew Vaughan from Free Spirit Fund who explains how his performance has beaten so many other funds.
Dan and Tom discuss the recent US market sell-off, companies getting back on their feet after a difficult 2020, and they ask if businesses that benefited from lockdown measures could now find it harder going.
E-commerce group The Hut is about to join the UK stock market, so the podcast considers why everyone is excited about the business and some glaring red flags with the story.
Do you agree that interest rates are less important when it comes to savings? Find out about why one bank has caused a stir with a new product. There is also a look at news from Royal Mail and the latest mortgage figures.
Presented by Dan Coatsworth and Tom Sieber from AJ Bell and Shares

Sep 3, 2020 • 43min
Tax reforms, avoiding corporate insolvency, resuming earnings guidance, and why the return to schools and offices matters to investors
This week’s podcast revisits the topic of raising taxes to pay for Covid support and how the possible changes would affect us. Julie Palmer from Begbies Traynor explains the troubles facing UK businesses and what they can do to avoid insolvency.
Dan explains why companies are starting to resume earnings guidance and why this is important for investors. He also looks at how a change in Japanese prime minister might affect markets, Tesla’s fundraising plans and Saga’s white knight.
Finally, the podcast considers how the return to school and the office will affect certain sectors.
Presented by Shares’ Editor Dan Coatsworth and AJ Bell’s Senior Analyst Tom Selby

Aug 27, 2020 • 45min
The return of IPOs and takeovers, why Apple and Tesla are doing the splits, options for mortgage holidays and pension scams on the rise
This week’s podcast explains why the market is braced for a wave of corporate deals. Dan and Laura chat about Ant which could potentially be the largest ever IPO fundraise, they talk about the names headed for the stock market, and takeover rumours currently doing the rounds.
Discover why Apple and Tesla shareholders will soon find they own a lot more shares, and what the UK financial regulator is telling mortgage lenders to do with regards to payment holidays.
Tom Selby joins the show to talk pension scams and there’s a discussion on the prospects of another challenger bank launch.
Presented by AJ Bell’s Personal Finance Analyst Laura Suter and Shares’ Editor Dan Coatsworth