

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

Apr 16, 2020 • 39min
Safe haven funds in a crisis, mortgage holidays, the perils of pension withdrawals and inside AJ Bell’s Covid-19 reaction
In this episode we look at how Absolute Return funds have performed and how you can tell which will be the stable providers of positive returns. We also look at why there is a peak in pension withdrawals and the things you need to look out for before you take a pension income for the first time.
As the number making use of mortgage holidays during Corona-virus hits 1.2m people we talk about what it really costs, and we’re joined by Andy Bell, chief executive of AJ Bell, to talk about how the company has reacted to Covid-19 and the new charitable fund it has launched.
Presented by AJ Bell analysts Laura Suter and Tom Selby

Apr 9, 2020 • 38min
Shares racing higher, how to prepare your finances for a recession, companies doing good and why people are taking out longer mortgages
This week’s podcast teaches listeners how to prepare for tougher economic times, such as managing debts and getting better deals on savings and insurance.
The team explain why airlines, oil companies and retailers have seen a massive share price surge and what to expect next.
You can also learn how companies and company bosses are doing their bit to help staff, communities and the NHS.
And finally, don’t miss a chat about the property market and why people are extending their mortgage past retirement age.
Presented by Shares’ Editor Daniel Coatsworth and AJ Bell’s Personal Finance Analyst Laura Suter. This week’s guest is David Hollingworth from mortgage broker L&C.

Apr 2, 2020 • 31min
Why banks have got a bad reputation, how fund managers are changing their portfolios to cope with coronavirus, the mortgage market grinds to a halt, and a new wave of scams.
This week’s podcast gives you the latest insights into how markets are faring, why dividends keep being cancelled, and how fund managers are reshaping portfolios and whether this is good or bad for investors.
Brand Finance’s Declan Ahern joins the show to talk about how banks can try to improve their reputation and the team reveal why the property market is being hit by a lockdown on certain types of mortgage lending. There is also a warning about an elevated number of scams linked to coronavirus relief payments.
Presented by Shares’ Editor Daniel Coatsworth and AJ Bell’s Personal Finance Analyst Laura Suter

Mar 26, 2020 • 35min
Central banks to the rescue, stocks bounce back, and the key ways to get help with your finances
This week’s podcast explains the measures taken by central banks and governments to help markets, businesses and individuals. The team discuss why so many stocks are now rising and what to look for when judging the sustainability of the market recovery.
The podcast also runs through all the help from banks and government on repayments for mortgages, credit cards and loans, accessing savings, childcare costs, and paying your council tax and energy bills during the coronavirus crisis.
This week’s guest is Russ Mould, Investment Director at AJ Bell.
Money & Markets is presented by AJ Bell Personal Finance Analyst Laura Suter and Shares’ Editor Daniel Coatsworth

Mar 19, 2020 • 26min
We’ve found some good news on the markets! Sectors in demand, company bosses buying shares, assessing the damage among funds, and shopping for gin
It’s not all doom and gloom on the stock market. We’ve found a ray of sunshine with a selection of businesses in demand. Discover all in this week’s podcast.
We look at how funds have performed this year including some that have actually gone up in value. You can also find out why more property funds have been suspended and the latest changes to nation’s shopping basket.
Presented by AJ Bell’s Personal Finance Analyst and Shares’ Editor Daniel Coatsworth

Mar 12, 2020 • 36min
Budget special: good news for drinkers, drivers, doctors and children
This week’s podcast explains the good and bad news in the latest Budget. From pensions and savings to tax allowances, the team cover all the essential points that will impact your personal finances.
Find out about the stocks affected by the Chancellor’s plans including big infrastructure spend, and why higher earners will benefit from big pension changes. The podcast also discusses changes to Junior ISAs, interest rates and sick pay, as well as the surprise absence of changes to inheritance tax in the Budget.
Featuring Shares’ Editor Daniel Coatsworth and AJ Bell Analysts Laura Suter and Tom Selby

Mar 5, 2020 • 31min
The FTSE 350 stocks bucking the market sell-off, Budget preview, getting money back for cancelled travel, and paying in cheques with your phone
This week’s podcast reveals the stocks rising when everything else is down, and the team talk about managing a pension in a market sell-off.
They discuss what to expect from the forthcoming Budget, and they chat about your chances of getting money back if you decide not to travel.
And for those frustrated with queuing up in a bank branch, help could be on the way via your phone.
Presented by Shares’ Editor Daniel Coatsworth and AJ Bell’s Personal Finance Analyst Laura Suter

Feb 28, 2020 • 32min
Stocks and funds being bought after the market sell-off, how we spend money in retirement, and the investment portfolios of ISA millionaires
This week’s podcast discusses the big decline in global stock markets and where investors have shifted their money. Guest Rachel Vahey from AJ Bell explains how much people are spending on their lifestyles in retirement and how this information could help define pension saving targets.
The team reveal the stocks and funds held by ISA millionaires and they discuss a potential new name to the UK savings market.
Presented by AJ Bell’s Personal Finance Analyst Laura Suter and Shares’ Editor Daniel Coatsworth.

Feb 21, 2020 • 41min
Scottish Mortgage fund manager on Tesla and Amazon, understanding strange stock market behaviour, Virgin Galactic’s soaring shares, and debating a cashless society
This week’s podcast has an exclusive interview with James Anderson who runs the £9bn Scottish Mortgage investment fund.
The team also chat about bizarre movements in stocks and gold this year, how Generation X is losing out financially, and why living in a cashless society might not be so good. Finally, discover why premium bond holders won’t be jumping for joy.
Presented by Shares’ Editor Daniel Coatsworth and AJ Bell’s Personal Finance Analyst Laura Suter.

Feb 13, 2020 • 29min
Football, fake tan and finance! It’s a podcast special with Lindsell Train fund manager Nick Train who talks about investing in Manchester United, PZ Cussons and Unilever
This week’s podcast features an exclusive interview with Nick Train whose Lindsell Train business manages £22 billion of investors’ money.
He talks about various big name stocks, why he recently invested in the owner of St.Tropez, the appeal of backing football clubs, and how investors should think when markets are troubled.
Presented by Shares’ Editor Daniel Coatsworth


