

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

Nov 21, 2019 • 26min
NHS pension breakthrough, best and worst performing retail shares, Fevertree’s ups and downs, VCT season and the National Lottery’s big birthday
The podcast explains why doctors are smiling about their pensions, how investors could have made or lost a lot of money on retailers, and why Fevertree’s shares have just experienced a very unusual movement.
The team also explain why venture capital trusts are growing in popularity and they celebrate 25 years of the National Lottery.
AJ Bell Personal Finance Analyst Laura Suter and Shares’ Editor Daniel Coatsworth are joined by Tom Selby, Senior Analyst at AJ Bell.

Nov 14, 2019 • 31min
Investing in gold, betting on stocks, the Singles Day and Black Friday phenomena, and solving money problems with a financial life coach
Dan and Laura discuss how investors have piled into gold tracker funds, only for the metal price to then drop. They also examine a new high-risk way of seeking turbo-charged returns from certain stocks.
The team chat about the phenomena of Singles Day, Black Friday and other major sales events. And don’t miss an interview with financial life coach Simonne Gnessen about the benefits of talking about money.
Presented by Shares’ Editor Daniel Coatsworth and AJ Bell’s Personal Finance Analyst Laura Suter

Nov 8, 2019 • 31min
PPI windfalls, the challenges facing McDonald’s and secret savings
This week Laura and Dan talk about how to use any windfall from PPI compensation claims to boost your savings and investment or reduce your debt. They discuss the sacking of McDonald’s boss and how that might impact the fast food company’s growth plans. And they talk to financial adviser Anna Sofat about how a large number of people don’t tell their partner about their secret savings.
Presented by AJ Bell’s Personal Finance Analyst Laura Suter and Shares’ Editor Daniel Coatsworth

Oct 31, 2019 • 32min
How the general election could impact your finances, improving financial education in schools and the US stock market hits new record high
Don’t miss this bumper podcast where Dan and Tom discuss the potential impact of a Conservative or Labour election victory on your money. Find out what’s driving the US market to a new high and discover the lengths one investor is going to shame a company.
The big debate in this week’s podcast is children’s attitude to money and how schools need to improve financial education. We’re joined by 11-year-old Daisy who gives her thoughts on saving and spending, and Carl Clark from charity MyBnk explains how schools and parents can get more involved in teaching children essential money management skills.
Presented by Shares’ Editor Daniel Coatsworth and AJ Bell’s Senior Analyst Tom Selby

Oct 25, 2019 • 18min
How to talk to your partner about money, and pay rises for pensioners
This week we talk to a counsellor about how to talk to your partner about your finances - without it turning into an argument and why pensioners are getting a pay rise next year.
AJ Bell’s Personal Finance Analyst Laura Suter and AJ Bell’s Senior Analyst Tom Selby are joined by Peter Saddington, Counsellor at Relate.

Oct 16, 2019 • 32min
Woodford’s dramatic 24 hours, soaring UK stocks and how people spend their pension money
Don’t miss Laura and Dan on how fund manager Neil Woodford’s empire has crumbled. They explain what the latest twists mean for investors in his funds and when they might be able to get their money back. They also debate what the future could hold for him.
Discover why we’ve just had a preview for how stocks could behave on a better-than-expected Brexit outcome. And find out how we’re all spending our money in retirement with the result of a fascinating study into pensions.
AJ Bell’s Personal Finance Analyst Laura Suter and Shares’ Editor Daniel Coatsworth are joined this week by AJ Bell Senior Technical Consultant Rachel Vahey

Oct 10, 2019 • 35min
The Greta Thunberg approach to investing, Barclays’ beef with the Post Office and first year joy for Fundsmith’s Smithson
This week the team debate why everyone is talking about ethical investing opportunities (and why this also falls under the labels of environmental, ESG and sustainability). Discover why Barclays has come under fire for its anti-Post Office plans and check out the secrets of the Fundsmith display cabinet in our visit to meet Smithson’s fund managers.
AJ Bell’s Personal Finance Analyst Laura Suter and Shares’ Editor Daniel Coatsworth are joined this week by Chris Foster, an Investment Manager at fund group Liontrust.

Oct 3, 2019 • 31min
How Brexit could impact your investments, attitudes to risk, new twist on fund suspensions and Peloton’s stock market flop
This week the team look at how different Brexit scenarios could impact stocks and shares. Find out how financial advisers determine someone’s risk appetite and how that relates to spending and investing money.
Discover new proposals which could see an increase in the number of funds being suspended; and find out why Peloton’s shares have pedalled backwards on the stock market.
Shares’ Editor Daniel Coatsworth and AJ Bell’s Personal Finance Analyst Laura Suter are joined by Anna Sofat, founder of Addidi Wealth

Sep 26, 2019 • 24min
Thomas Cook collapse, lack of new investment trusts, savings accounts that pay zilch and a cheeky way to make money from Monzo
Welcome to season 2 of the podcast with a bumper episode on all things money and markets-related.
The team chat about the demise of Thomas Cook and what it means for shareholders and customers. Find out why so few investment trusts have joined the stock market this year; and discover the savings accounts paying you next to nothing.
We also have a great story about an entrepreneurial person cashing in on Monzo’s popularity.
AJ Bell’s Personal Finance Analyst Laura Suter and Shares’ Editor Daniel Coatsworth are joined this week by Annabel Brodie-Smith, Communications Director at the Association of Investment Companies.

Aug 1, 2019 • 30min
Takeovers galore, the rush out of absolute return funds and a summer money and markets quiz
This week’s podcast discusses the latest wave of mergers and acquisitions and why it is happening. The team chat about the mass exodus from the once-popular absolute return funds; and there is a fun summer quiz about personal finance and stock market activity (plus a tough one about counting baked beans).
AJ Bell’s Personal Finance Analyst Laura Suter and Shares’ Editor Daniel Coatsworth are joined by Simon Molica, Fund Manager at AJ Bell


