AJ Bell Money & Markets

AJ Bell
undefined
Mar 6, 2019 • 29min

How to become a millionaire, new excuses for poor corporate earnings and choices for taking tax-free pension cash

This week’s podcast explains how saving as little as £78 a month can make you a millionaire, the comedy excuses that companies give for poor results and whether you should take your tax-free pension cash now or wait until later. There is also a bonus quiz to test your knowledge on state pensions. 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.
undefined
Mar 1, 2019 • 26min

How investors behave, a neat way to organise your portfolio and forecasting future returns

This bumper edition of the podcast explains why your inbuilt traits could be damaging your wealth, a simple way to spring clean your portfolio, the outlook for investing in shares and new data that shows what age you reach certain milestones. Shares’ Editor Daniel Coatsworth and AJ Bell’s Personal Finance Analyst Laura Suter are joined this week by AJ Bell Fund Manager Simon Molica.
undefined
Feb 20, 2019 • 33min

Robots managing your money, university tuition fees and mini bonds

This week’s podcast looks at the rise of automated investment services called robo advice. You can also enjoy a debate on tuition fees and student loans, and discover why there is a big catch with investing in mini bonds. AJ Bell’s Personal Finance Analyst Laura Suter and Shares’ Editor Daniel Coatsworth are joined this week by AJ Bell’s Chief Executive Andy Bell.
undefined
Feb 14, 2019 • 26min

Pension fund mismanagement, share buybacks, saving up for university fees and cash machine troubles

It’s a bumper podcast with the team talking about seven-year jail terms for executives who recklessly mismanage pension funds. The podcast also debates the pros and cons of share buybacks and it discusses various savings plans to help pay for university. You can also discover why cash machines are disappearing from parts of the UK. 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.
undefined
Feb 6, 2019 • 28min

Investment scams, stocks and funds that are less exposed to market movements, and the importance of manufacturing data.

This week we look at shocking figures on investment scams, investments that are uncorrelated to the market, why you should pay close attention to PMI data, a surprise outcome for a shopping centre sale, and an ice cream money making scheme. AJ Bell’s Personal Finance Analyst Laura Suter and Shares’ Editor Daniel Coatsworth are joined this week by Shares’ Senior Reporter Ian Conway.
undefined
Jan 30, 2019 • 25min

Behind the scenes of floating AJ Bell on the stock market, what we all spend money on and the safe-haven funds failing to deliver

This week features a guest appearance by AJ Bell’s chief executive Andy Bell on listing his company on the stock market. The podcast also talks about how families spend their money and why a certain type of investment fund has left investors fuming. Money & Markets is presented by AJ Bell’s Personal Finance Analyst Laura Suter and Shares’ Editor Daniel Coatsworth.
undefined
Jan 23, 2019 • 26min

Activist investors, mortgage prisoners, income risks with utility investments and spotting Amazon price anomalies

It’s a bumper podcast with insight into investors trying to shake up companies, the perils of coming off fixed-rate mortgage deals, troubles with energy companies and a neat way to pounce on Amazon bargains. AJ Bell’s Personal Finance Analyst Laura Suter and Shares’ Editor Daniel Coatsworth are joined this week by Shares’ News Editor Steven Frazer.
undefined
Jan 17, 2019 • 26min

Brexit impact on stocks and currencies, a dive into property funds and understanding why shares can fall on good news.

We discuss how markets are reacting to the latest twist in the Brexit saga, why the type of property fund matters when looking for real estate investments, and why shares don’t always behave as you expect them to do on news announcements. AJ Bell’s Personal Finance Analyst Laura Suter and Shares’ Editor Daniel Coatsworth are joined this week by Kevin Doran, Managing Director of AJ Bell Investments.
undefined
Jan 10, 2019 • 32min

How to start investing, financial advice charges, using cash back to boost savings, and personal finance goals for 2019.

We’re back with five points to consider when you first start investing, potential changes to how people pay for advice about transferring pensions, a guide to using cash back sites to earn extra money, and our presenters discuss their new year’s financial resolutions. 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.
undefined
Dec 19, 2018 • 20min

New retail sector woes, personal finance outlook, market trends to watch in 2019 and reasons to be optimistic

This week we discuss how high street problems have spread to the online shopping sector, the problems with discounting, forthcoming changes to tax and pension rules, the cost of commuting, corporate debt concerns and five reasons to be positive about 2019. AJ Bell’s Personal Finance Analyst Laura Suter and Shares’ Editor Daniel Coatsworth are joined this week by AJ Bell’s Investment Director Russ Mould.

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app