

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

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

Jun 4, 2020 • 36min
Coping with debt: a special podcast on how personal finances have been affected by coronavirus
We take a deeper look into how the pandemic has caused a divide with people’s finances. Some are saving more money and others are taking on more debt.
Dan and Laura debate new data on money habits during lockdown and Clare Seal shares her story about how she managed to get out of a serious debt problem.
Presented by AJ Bell’s Personal Finance Analyst Laura Suter and Shares’ Editor Dan Coatsworth

May 28, 2020 • 38min
Shop reopening plans drive stock market rally, future for property funds, Boohoo’s problems, paying less tax and fairer rights for retail investors
Join us for a chat about consumer-facing stocks soaring on Government news and a negative report on clothing retailer Boohoo.
This week’s guest is Ryan Hughes from AJ Bell’s investment team who talks to Laura and Dan about problems in the property market and why many fund companies are lining up the next managers for their products.
Find out why we’re all paying less tax and why there is relief for many mortgage borrowers across the country. Anand Sambasivan from PrimaryBid is also on the show to talk about better access for retail investors to discounted share placings.
Presented by AJ Bell’s Personal Finance Analyst Laura Suter and Shares’ Editor Dan Coatsworth

May 21, 2020 • 37min
Where to still find dividends, how Evenlode is managing its global income fund portfolio and the biotech stocks delivering 200%+ gains
This week’s podcast is an income special. Dan and Laura talk about the sectors still paying dividends in a sea of cuts, what might happen to income funds, and they chat with Ben Peters from Evenlode Global Income Fund about how he is making portfolio changes in a dividend-starved world.
The podcast also discusses how investors have flocked to biotech stocks and why the cost of living is falling in the UK.
Presented by Shares’ Editor Dan Coatsworth and AJ Bell’s Personal Finance analyst Laura Suter

May 14, 2020 • 42min
The future of air travel, claiming refunds for cancelled holidays, impact investing and reviewing your health and life insurance during Covid-19
This week’s podcast considers the investment case for airlines and how the industry is to going to get through the global pandemic. The team also discuss the process for getting a refund on flights and holidays that you haven’t been able to take.
The podcast also has two guests: Kay Ingram from LEBC chats about protection planning during the crisis and Simon Chisholm from Resonance talks about investing in companies trying to solve social problems.
Presented by AJ Bell’s Personal Finance Analyst Laura Suter and Shares’ Editor Dan Coatsworth

May 7, 2020 • 47min
Wealth tax to pay for coronavirus costs, the role of property in thematic investing, Lifetime ISA changes and why savers have been hit again
This week’s podcast asks what a wealth tax would mean for the UK and how it could be implemented. The team give some good news for people with Lifetime ISAs and reveal why Santander’s 123 account has lost its charm.
Tom Walker from Schroders joins the show to explain why data centres are the new beachfront property and Peter Askew from T Bailey chats about whether the coronavirus is going to alter some of the big investment themes.
Presented by Shares’ Editor Dan Coatsworth and AJ Bell’s Personal Finance Analyst Laura Suter

Apr 30, 2020 • 39min
The world of small caps, markets bouncing back, companies returning to work, changes to income funds, and free financial help
This week’s podcast talks about the rally in stocks as investors grow more optimistic. The team talk about housebuilders and retailers opening shop again and how that’s influencing share prices. They also discuss an important change to income funds battling a major freeze on company dividends.
Discover where to get free financial advice as a group of experts offer help during the pandemic. And this week’s guest is fund manager Anna Macdonald from Amati who chats about the small caps she’s been buying and selling.

Apr 23, 2020 • 37min
The slump in the oil price, retail investors locked out of share placings, and how to spread your money around in the current crisis
This week’s podcast explains why oil prices have been plummeting and whether that is good news for consumers.
The team discuss the £4 billion fundraising by 80 companies since March and why retail investors aren’t being allowed to join the party.
They also respond to a listener request on the importance of having a diversified portfolio, and talk to Liontrust’s John Husselbee about how multi-asset funds can play a role in this.
Presented by Shares’ Editor Dan Coatsworth and AJ Bell’s Personal Finance Analyst Laura Suter


