

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

Feb 6, 2020 • 30min
The tough job of running a China investment fund, Tesla’s runaway share price, digesting the new-look Just Eat, and millions of pounds in unclaimed pension tax relief.
This week’s podcast chats about how fund managers are reacting to the coronavirus. The team debate why Tesla’s value has doubled in a month, and they consider the challenges ahead for Just Eat following its takeover by Takeaway.com. You can also hear about the large sums of money many people are failing to claim for their pensions and why diamond prices are on the move.
Presented by Shares’ Editor Daniel Coatsworth and AJ Bell Senior Analyst Tom Selby. AJ Bell fund expert Ryan Hughes is this week’s guest.

Jan 31, 2020 • 39min
How pensions and investments have been hit by the coronavirus, Woodford refund time, everything you need to know about infrastructure investments and ISAs versus SIPPs
This week’s podcast looks at the impact of the major health incident on stocks and commodities. The team also explain why Woodford investors may not be too pleased with their first batch of income fund refunds.
Dan and Laura to talk to Premier Miton fund manager James Smith about everything to do with infrastructure investments. Tom and Dan also chat about the difference between ISAs and SIPPs for people taking an income from their investments in retirement.
Presented by Shares’ Editor Daniel Coatsworth, AJ Bell’s Personal Finance Analyst Laura Suter and AJ Bell’s Senior Analyst Tom Selby

Jan 23, 2020 • 38min
The property debate: who had it easier between baby boomers and millennials? Plus Marks & Spencer's huge problem and a top fund manager on the outlook for UK stocks.
This week’s podcast chats about getting on the housing ladder and the low number of self-employed people with pension savings. The team also consider the big challenges facing Marks & Spencer as a business and they talk to Laura Foll from Janus Henderson about why she thinks 2020 is looking good to own UK companies.
Presented by AJ Bell’s Personal Finance Analyst Laura Suter and Shares’ Editor Daniel Coatsworth

Jan 16, 2020 • 32min
Investing in all things vegan, a big change to cash savings accounts and the UK funds that have soared since the general election
This week’s podcast explores how to invest in vegan-related companies. The team look at proposals to shake up easy access cash interest rates, and they explain why funds that invest in UK smaller companies have shone in the past month.
There is also your usual update on the key movers and shakers on the stock market and the latest topical personal finance news.
Presented by Shares’ Editor Daniel Coatsworth and AJ Bell’s Personal Finance Analyst Laura Suter. This week’s guest is Anna Bowes, co-founder of Savings Champion.

Jan 9, 2020 • 30min
Supermarkets’ Christmas battle, big tech trends, financial New Year’s resolutions and a decade of spending habits
This week we’re talking about the latest events on the stock market including how Morrisons and Sainsbury’s reported on Christmas trading and how Greggs is thriving.
Discover fund managers’ favourite places in the tech space and find out how the podcast team got on with their New Year’s financial resolutions. There is also a chat about how our shopping baskets have changed over the past 10 years.
AJ Bell’s Personal Finance Analyst Laura Suter and Shares’ Editor Daniel Coatsworth are joined by Steven Frazer, Shares’ News Editor

Dec 18, 2019 • 31min
The big money and markets events of the year, why Sports Direct has gone all posh and it’s festive quiz time.
The team reflect on the big news affecting savers and investors in 2019 including underperforming fund managers, the rise of ESG, divergent paths in tobacco and how billion-dollar unicorns didn’t all gallop ahead.
Find out why the post-general election rally of UK stocks has gone into reverse and enjoy a lively debate about Sports Direct’s efforts to go upmarket.
Finally don’t miss a fantastic quiz about Neil Woodford’s horse habits and the careers of FTSE 100 bosses among many other topics.
Presented by Shares’ Editor Daniel Coatsworth and AJ Bell’s Personal Finance Analyst Laura Suter. This week’s guest is Russ Mould, Investment Director at AJ Bell.

Dec 13, 2019 • 15min
How the General Election result affects your money and investments
Listen to our special podcast on how stock markets reacted to the Conservative election victory and what the political party has planned for personal finances and pensions.
AJ Bell Personal Finance Analyst Laura Suter and Shares’ Editor Daniel Coatsworth are joined by Tom Selby, Senior Analyst at AJ Bell.

Dec 12, 2019 • 26min
The big personal finance changes coming to you in 2020, this year’s hot metal and is value investing back in fashion?
Discover the latest news on the UK and US stock markets, why palladium’s rally is driving theft of catalytic converters and find out how new rules could impact our wallets next year.
The team also catch up with Investec fund manager Alastair Mundy to learn why he likes banking stocks and for his take on the value investing revival.
Presented by Shares’ Editor Daniel Coatsworth and AJ Bell’s Personal Finance Analyst Laura Suter

Dec 6, 2019 • 30min
Investing in Coca-Cola, M&G’s fund problem, the changing world of property and giving money for Christmas
The team chat about the latest events on global stock markets, the challenges facing Coca-Cola and why M&G has suspended dealing in one of its funds.
They also bring in a property expert to explain how commercial landlords are coping with struggling tenants and why there are still bright spots in the property market.
Presented by AJ Bell’s Personal Finance Analyst Laura Suter and Shares’ Editor Daniel Coatsworth. This week’s guest is James Woodard, a director at property consultant Hartnell Taylor Cook.

Nov 29, 2019 • 27min
Using a Lifetime ISA to help buy a house, the great fund liquidity debate and clampdown on mini bonds
This week the team answer your first-time buyer questions and how to get more from Lifetime ISAs. They talk about whether you should be worried about liquidity in investment funds and why you may see fewer adverts for mini bonds. There is also an update on the UK and US stock markets and a look at the key movers and shakers.
Presented by Shares’ Editor Daniel Coatsworth and AJ Bell’s Personal Finance Analyst Laura Suter. This week’s guest is Ryan Hughes from AJ Bell’s investment team.


