AJ Bell Money & Markets

With gold have just hit a new record high, don’t miss this week’s episode of the AJ Bell Money & Markets podcast where Dan Coatsworth talks to Rob Crayfourd from the Golden Prospect Precious Metals Fund. The pair discuss gold’s ascent and why there might be a big turning point for the gold mining sector on the horizon. We’ve seen some big movements on the US and UK stock market over the past week linked to geopolitical issues, inflation and jobs data. Dan analyses the market reaction and what it means for investors. This week’s episode features a great interview with James Lowen at JOHCM UK Equity Income about housebuilders, EasyJet and ITV. Charlene Young chats about some of the key money-related bits in the King’s Speech and why AJ Bell is calling for major changes to ISAs to help simplify saving and investing. Finally, if you’ve ever wondered about the value of luxury handbags and whether they’ve delivered a better return than stocks and shares, Charlene has fascinating insight into this market.

In this episode of the AJ Bell Money and Markets podcast, Laura Suter and Tom Sieber dive into the latest consumer spending trends from Barclays, revealing how economic pressures are shaping our financial habits, and they discover how saving money can improve your sleep and mental health. They also deliver the latest updates on housebuilders Vistry and Barratt Developments amid planning challenges and rising costs, preview the upcoming US second quarter reporting season, highlighting key companies to watch, and discuss the wider implications of a profit warning from recruiter PageGroup. Plus, don't miss our interviews with fund managers discussing the UK property market and alternative income sources for investors.

On this week’s episode of the AJ Bell Money & Markets podcast Dan Coatsworth and Laura Suter assess the market reaction to a Labour landslide.  Charlene Young and Danni Hewson discuss how the Fed comments and new economic data has driven a new rally in US and Asian markets amid hopes of interest rate cuts. They look back on the big investing themes of the year including AI and UK takeovers, while also updating on the latest news from Tesla whose sales fell less than expected and how Sainsbury’s is being weighed down by Argos. Tom Sieber and Ian Conway from Shares magazine put sportswear giant Nike under the spotlight.  The podcast team also debate energy prices, why May saw record ISA inflows and how house prices are still rising even as mortgage approvals slow.

This month’s bonus podcast on investment trusts dives into the world of technology. Steve Frazer chats with Mike Seidenberg from Allianz Technology Trust about the latest trends in the space, the hype around AI including Nvidia, and what’s on the fund manager’s mind at the moment.  Dan Coatsworth talks to Joe Bauernfreund from AVI Global about the world of activist investors and why he has taken stakes in Reckitt and Entain. Tom Sieber chats with Urban Logistics’ Justin Upton about the property sector and why this trust walked away from a potential merger with a rival. We’ve also got Martin Gamble and Ian Conway debating the merits of Bankers Investment Trust.  

This week’s AJ Bell Money & Markets podcast goes big on pensions. Charlene Young, Tom Selby and Laith Khalaf discuss some of the key issues you need to understand, whatever age you are. Dan Coatsworth and Danni Hewson discuss what’s been a volatile week for tech stocks with AI chipmaker Nvidia losing billions of dollars off its market value, and Microsoft and Apple potentially facing huge fines from EU regulators. As Shein edges closer to a London listing, the podcast team debate why investors are nervous and whether the IPO will actually happen. Danni also explores Frasers’ efforts to add another revenue stream via the buy now, pay later market. We’ve also got Abbas Barkhordar from Schroders on the show to talk about investing in Asia.

In the latest AJ Bell Money and Markets podcast, Dan and Laura begin with the UK inflation rate reaching the Bank of England's 2% target, exploring its implications for interest rates. They also discuss Nvidia's remarkable rise to become the world’s most valuable company, and shifts in market shares among supermarkets. Laura brings some analysis of the political party manifestos for the upcoming election, including Labour's plan to introduce new banking hubs. The duo also look at the recent changes to Barclays’ Blue Rewards scheme, which have upset many customers. Dan speaks to Neil Shah from Edison, who shares insights on improving the UK stock market, and he interviews Dean Orrico, manager of the Middlefield Canadian Investment Trust, to discuss the impact of rate cuts in Canada and parallels with the UK market.

On this episode of the AJ Bell Money & Markets podcast, Danni Hewson and Tom Selby dig through the general election manifestos and assess what the measures might mean for your money. From further cuts to National Insurance and the pension “Quad-lock” proposed by the Conservatives to Labour’s decision not to bring back the lifetime allowance and the Lib Dem’s proposal to reform capital gains tax, the podcast has all the important details. Danni looks at a plethora of economic data including jobs and GDP figures and how they might impact interest rate decisions. The team discuss Apple’s AI gambit and why it has upset Elon Musk. There is also chat about Raspberry Pi’s well-received London IPO. Finally, Dan Coatsworth talks to Will Orr from the Gym Group about how the nation is spending more money on health and fitness and the role his company plays.

Have you ever thought about delaying the point at which you start collecting the state pension? If so, don’t miss this episode of the AJ Bell Money & Markets podcast as Rachel Vahey chats about the pros and cons of going down this route. Danni Hewson and Dan Coatsworth discuss a plethora of good news from the retail sector including updates from Zara-owner Inditex and discounter B&M. They also explore why WH Smith has revived the Toys R Us brand in its UK stores. The nation continues to pile into Cash ISAs, as Dan discusses on this week’s podcast. He also explores why the oil price suddenly dropped. Tune into a fascinating interview with Rockwood Strategic fund manager Richard Staveley who talks about investing in small cap stocks and why he is supportive of a new UK ISA. Finally, Ross Driver explains why Foresight Solar shareholders are voting on whether to keep the investment trust going or wind it up.

In this episode of the AJ Bell Investment Trust show, Dan Coatsworth talks to Emma Bird from Winterflood about why certain investment trusts trade below their value of their assets.  Martin Gamble and Ian Conway conduct a deep dive into City of London Investment Trust and why it is so popular with investors. Tom Sieber explores Scottish Mortgage’s latest financial results and chats about the best and worst performing trusts year-to-date.  Ever wondered what’s the difference between an investment trust and an open-ended fund? Laith Khalaf has all the answers in our educational slot.

Dan Coatsworth and Charlene Young bring you this week’s episode of the AJ Bell Money & Markets podcast. We’re covering the latest takeover news, ask whether the pressure is piling on Nick Train at the Finsbury Growth and Income Trust and what is happening with the NatWest share deal. Dan discusses how and why markets have taken a step back this week and gives us an insight into the upcoming FTSE quarterly reshuffle. Charlene Young has the latest on the takeover situation for Royal Mail’s parent company and how markets aren’t quite as confident how it’ll clear the next hurdle of government approval. Tom Selby, director of public policy at AJ Bell, discusses the triple-lock-plus pledge from the Conservatives and some worrying research highlighting the confusion around when exactly you might be able to claim your state pension. Charlene asks Wealth Wizards’ chief executive Ben Hampton about joint FCA and Treasury proposals to get more people investing, namely what help do people want, when should they consider advice and what changes could consumers see as part of effort to close the so-called “advice gap”. Martin Gamble and Tom Sieber also join us from Shares magazine to discuss big growth plans from AstraZeneca.