

AJ Bell Money & Markets
AJ Bell
Bringing you the latest personal finance and stock market insights
Episodes
Mentioned books

Aug 13, 2020 • 37min
UK recession figures, savings for children rocket, pension worries and debt crackdown
This week we look at the mass of big economic data that’s come out in the past week and what it means for individuals. We also talk about why savings for children have shot up in lockdown, how much you should really be saving in your pension and why the regulator is getting tough on payday lenders.
We also chat to AJ Bell’s Russ Mould about the big market trends of the past week and the surprise winning stock market so far this year.
Presented by Laura Suter and Tom Selby from AJ Bell.

Aug 6, 2020 • 39min
Property funds shake-up, BP’s dividend cut, pensions slashed and Woodford saga update
This week we look at huge changes afoot for property funds, the weird reaction to BP’s big dividend cut, why we’re all paying less death tax and why people took less money out of their pensions so far this year. We’ve also got a little update on the ongoing saga of Woodford’s fund.
Presented by Laura Suter and Tom Selby from AJ Bell, and this week’s guest is Simon Molica from AJ Bell.

Jul 31, 2020 • 43min
The return of dividends, Greggs’ big challenge, state pension age court battle and the evolution of ESG funds
This week’s podcast discusses companies restarting dividends and why this is good news for investors. There’s a look at the latest news from Greggs, Games Workshop and Next. The team also chat about Murray Income Trust merging with Perpetual Income & Growth.
Discover why women are fighting changes to the state pension age and enjoy a debate about using funds to invest in all things ESG.
Presented by Shares’ Editor Dan Coatsworth and AJ Bell’s Senior Analyst Tom Selby. This week’s guest is Simon Molica from AJ Bell.

Jul 23, 2020 • 44min
Mark Slater on growth opportunities, the rampant rise in biotech stocks, silver rally, why young investors have been spooked, and spending habits in lockdown
This episode includes a look at the latest events on the markets including why shares in Synairgen, AstraZeneca and Kingfisher have been rising, why Netflix is down, and why silver is suddenly in demand.
This week’s guest interview features fund manager Mark Slater who chats about Codemasters, IWG, Ten Entertainment and Future.
Laura and Dan also chat about where we’ve been spending extra money during lockdown and how this year’s market crash has put a lot of younger people off investing.
Presented by Shares’ Editor Dan Coatsworth and AJ Bell’s Personal Finance Analyst Laura Suter

Jul 16, 2020 • 51min
US stocks, Tesla, capital gains tax shock and small cap guru interview
This week the podcast goes stateside and looks at the second quarter earnings season for US stocks, why everyone is racing to own a slice of Tesla, and why the presidential election could be bad for stocks if Joe Biden wins.
The team chat about the prospect of higher capital gains tax rates and Dan talks small caps, Games Workshop and much more with fund manager Harry Nimmo from Standard Life Aberdeen.
Presented by AJ Bell Personal Finance Analyst Laura Suter and Shares’ Editor Dan Coatsworth.

Jul 8, 2020 • 42min
Mini-Budget special: what the Chancellor’s giveaways mean for your money, Boohoo’s problems mount up and why Halfords is pedalling backwards
This week we’re talking about Rishi Sunak’s efforts to fire up the property market, revitalise the hospitality industry and make our homes green. Dan, Laura and Tom give their views on the policies and whether it will make a difference to your wallet.
The other big story is the controversy around Boohoo which has seen its share price halve in value. This has huge implications for other companies with poor ethical standards, as the team discuss in this week’s podcast.
Presented by Shares’ Editor Daniel Coatsworth, AJ Bell Analysts Laura Suter and Tom Selby

Jul 2, 2020 • 54min
This year’s winning and losing investments, the art of shareholder activism, boardroom coups, the soaring gold price, cryptocurrencies still in demand, and mortgage approvals nosediving.
It’s a bumper podcast this week with Laura and Dan bringing all the important news for anyone interested in investing and personal finance.
This episode looks at how markets behaved in the first half of 2020, revealing where in the world investors could have made the most money and the parts which weren’t so good.
Dan talks about chaos returning to Petropavlovsk, Redrow’s Help to Buy plea, the latest on Tesco and Sainsbury’s, Scottish Mortgage’s big move and why gold has hit its highest level since 2011.
This week’s guest interview features Joe Bauernfreund from Asset Value Investors on how to make companies change their ways through activist investing.
The podcast also debates why a large part of the country is obsessed with cryptocurrencies, what we can learn from the latest mortgage approval figures and why some banks are stepping up the fight against fraud.
Presented by AJ Bell’s Personal Finance Analyst Laura Suter and Shares’ Editor Dan Coatsworth

Jun 25, 2020 • 45min
What investors think of pubs, parks and cinemas reopening, the latest twists and turns in the property market, and the income fund manager who has managed to dodge most of the dividend cuts
Dan and Laura look at the leisure sector and what companies will have to do when they reopen from 4 July. They also discuss how share prices in the sector have fared and what the market has been pricing in.
The latest activity in the property market suggests more people are struggling to get a mortgage. Listen to the podcast for insight into this trend.
Finally, don’t miss this week’s guest, Ian Mortimer from Guinness Asset Management, who explains how he has managed to avoid most of the problems clouding income fund managers.
Presented by Shares’ Editor Dan Coatsworth and AJ Bell’s Personal Finance Analyst Laura Suter

Jun 18, 2020 • 50min
When to sell your stocks, the fading biotech rally, big news for BooHoo, Domino’s Pizza and Best of the Best, and what negative interest rates mean for you
This week’s guest is Bertie Thomson from Brown Advisory who talks about how he deals with losing trades and what to think about when it comes to selling investments.
Dan and Laura chat about the latest figures on our everyday living costs and whether you might have to pay to store cash in a savings account.
They also look at the latest stock market movements, chat about the AIM market which celebrates its 25th birthday, and why there is a mixture of good and bad news from clothing retailer Boohoo, takeaway food seller Domino’s Pizza and car competitions group Best of the Best.
Presented by Shares’ Editor Dan Coatsworth and AJ Bell’s Personal Finance Analyst Laura Suter

Jun 11, 2020 • 40min
Why stock markets have rallied, outlook for house prices, investment trusts cutting dividends and getting your will sorted in lockdown
This week’s podcast discusses the big rebound in share prices since March and what could happen next. The team chat about the UK property market and what the latest figures are telling us. Dan explains why many investment trusts aren’t as reliable as people think for income, and Laura talks to Kay Ingram from adviser firm LEBC about the importance of having a will.
Presented by Shares’ Editor Dan Coatsworth and AJ Bell’s Personal Finance Analyst Laura Suter