

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

May 15, 2019 • 19min
Unloved income stocks, how the trade war is impacting investors, and a new fund that pays you to own it
This week’s podcast looks at Vodafone’s dividend cut and how investors are going off many large cap stocks historically bought as sources of income. It also debates the latest twist in the US/China trade war saga and how it has impacted investors. And the team discuss how a new fund has turned the charging model on its head by paying investors to it.
Shares’ Editor Daniel Coatsworth and AJ Bell’s Personal Finance Analyst Laura Suter are joined this week by AJ Bell Investment Director Russ Mould

May 9, 2019 • 27min
Investing in Uber and Beyond Meat, buying overseas-listed shares, and how to plan your dividend calendar
This week’s podcast looks at the booming market for companies listing in the US, the key points to consider when investing in overseas-listed shares, how a new service lets you see when investment trusts pay dividends, and why a new reports thinks we shouldn’t work full time until we’re 40.
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.

May 2, 2019 • 23min
Saving money on holiday, understanding tracker funds, why Google is lagging Amazon, and the future of 1p coins
The podcast this week discusses the best ways to manage your money on holiday, the difference between an ETF and a tracker fund, how cracks are appearing in Google’s efforts to compete with Amazon, and why 1p and 2p coins will be sticking around for a bit longer.
AJ Bell’s Personal Finance Analyst Laura Suter and Shares’ Editor Daniel Coatsworth are joined this week by Steven Frazer, Shares’ News Editor.

Apr 25, 2019 • 29min
Mortgage alarm bells, Monzo moves into investments, rising life expectancy and the competition watchdog gets tough
This week’s podcast looks at a new mortgage product which lets you withdraw cash, why Monzo is planning to offer investment products, the implications of living longer on your retirement plans, and why a growing number of companies are feeling the heat from the UK competition authority.
Shares’ Editor Daniel Coatsworth and AJ Bell’s Senior Analyst Tom Selby are joined this week by Financial Times journalist Kate Beioley

Apr 18, 2019 • 31min
The hidden cost of Brexit, how fund managers hide information, pension charges and leisure sector winners and losers
This week’s podcast talks about the knock-on effects of a distracted Government on various money-related initiatives, and why it is hard to find out exactly what’s in an investment fund’s portfolio. We also talk about the real cost of taking money out of your pension and the latest trends in the leisure sector affecting pubs, restaurants, bowling companies and cinemas.
Shares’ Editor Daniel Coatsworth and AJ Bell’s Senior Analyst Tom Selby are joined this week by Freelance Journalist Holly Black.

Apr 11, 2019 • 25min
Dwindling brand loyalty, NHS pensions crisis, demand for gold, and bizarre business pairings
This week we look at Saga’s loyalty problem and why pension issues are driving doctors to early retirement. We also discuss the resurgence in gold demand and dive into the world of conglomerates where large companies own businesses that don’t seem to fit well together.
Shares’ Editor Daniel Coatsworth and AJ Bell’s Personal Finance Analyst Laura Suter are joined this week by Sam Brodbeck, Deputy Personal Finance Editor at The Telegraph.

Apr 3, 2019 • 25min
Stock market performance in the first quarter of 2019, why fraud is being ignored and why Lyft’s stock market debut has reignited the dual-class share debate
This week’s podcast looks at the latest twist in Superdry’s boardroom drama and how stock markets and industry sectors have performed in the first three months of the year. We also discuss why fraud victims are being let down and explain why Lyft’s IPO has angered some people as new investors don’t have the same voting rights as the founders.
AJ Bell’s Personal Finance Analyst, Laura Suter and Shares’ Editor, Daniel Coatsworth are joined this week by Steven Frazer, News Editor at Shares.

Mar 28, 2019 • 27min
Breaking up the tech giants, the rise of challenger banks, 40 year mortgages and how the new tax year will affect your finances
We explain why Amazon, Google and Facebook are in the firing line, discover whether challenger banks have been a success or not, learn why banks are extending mortgage lengths and find out about the main changes to taxes, pensions and more in the new tax year.
Shares’ Editor Daniel Coatsworth and AJ Bell’s Personal Finance Analyst Laura Suter are joined this week by Shares’ Senior Reporter Ian Conway.

Mar 21, 2019 • 28min
ISA special: nervous investors, understanding Innovative Finance ISAs, growing rates on children’s accounts and a special quiz
This week’s podcast is dedicated to using an ISA. We discuss why many people are holding off from investing at present. Learn about the pros and cons of using the Innovative Finance ISA and why high rates comes with a big warning sign. We also chat about Lifetime ISAs and how much risk you may want to take with children’s savings. Finally, don’t miss this week’s quiz on all things ISA-related.
AJ Bell’s Personal Finance Analyst Laura Suter and Shares’ Editor Daniel Coatsworth are joined this week by AJ Bell’s Senior Analyst Tom Selby.
We discuss Lifetime ISAs, so please remember that you may miss out on employer contributions if you opt out of a workplace pension to save into Lifetime ISA. It may also affect your future entitlement to mean-tested benefits.

Mar 14, 2019 • 25min
Woodford fund goes asset swapping, Norway dumps oil, using shares to benefit charity and looking inside the inflation basket
This week we explain why star fund manager Neil Woodford has been shifting things around, we explain why Norway’s oil investment decisions are part of a broader environment, social and governance trend, learn how to donate shares to charity and discover why we’re shunning envelopes in favour of popcorn (and how that relates to money).
Shares’ Editor Daniel Coatsworth and AJ Bell’s Personal Finance Analyst Laura Suter are joined this week by AJ Bell head of active portfolios Ryan Hughes.


