279 episodes

The Money & Markets podcast brings you the latest personal finance and stock market insights to help you manage your investment portfolio.
To contact us visit ajbell.co.uk
For legal info visit ajbell.co.uk/disclosures.

AJ Bell Money & Markets AJ Bell

    • Business

The Money & Markets podcast brings you the latest personal finance and stock market insights to help you manage your investment portfolio.
To contact us visit ajbell.co.uk
For legal info visit ajbell.co.uk/disclosures.

    Investment Trust show #5: Why certain investment trusts trade at a discount, City of London deep dive and trusts versus funds

    Investment Trust show #5: Why certain investment trusts trade at a discount, City of London deep dive and trusts versus funds

    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.

    • 41 min
    Royal Mail deal completes first hurdle, global markets pull back and why state pensions are back in the news

    Royal Mail deal completes first hurdle, global markets pull back and why state pensions are back in the news

    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.

    • 48 min
    General election market reaction, UK inflation, Nvidia's surge, FCA targets finfluencers and the future of the UK ISA

    General election market reaction, UK inflation, Nvidia's surge, FCA targets finfluencers and the future of the UK ISA

    Join Danni Hewson and Laura Suter for the latest episode of the AJ Bell Money and Markets podcast. This week, we look at market reaction to the shock news of a General Election and dive into the latest UK inflation figures that prompted it. We also discuss Nvidia's stellar performance and BHP and Anglo American entering takeover talks. The duo also get insights on why European markets are capturing investor attention once again from Stefan Gries, co-manager of BlackRock Greater Europe Investment Trust.
    Laura brings you the latest on the FCA's crackdown on finfluencers and the troubling rise in UK fraud figures. Plus, don't miss our conversation with AJ Bell chief executive Michael Summersgill, who shares his candid thoughts on the proposed UK ISA and its potential impact on the market.

    • 50 min
    Meme stock revival, better deals for gas and electricity, and concerns around ultra-long mortgages

    Meme stock revival, better deals for gas and electricity, and concerns around ultra-long mortgages

    It’s happened again: GameStop, AMC and other titans of the pandemic meme stock craze have soared on the stock market. Dan Coatsworth explains why we’re seeing the phenomenon play out once more, and how it was triggered by a single picture of a person sitting in a chair.
    The ban on UK energy firms offering cheaper deals to new customers could be scrapped from October as the regulator is eager to revive competition between suppliers. That means people will be soon be able to shop around for better gas and electricity deals – something that is also good news for a certain stock on the London market, as Dan reveals on the podcast.
    Danni Hewson explores the rise of ultra-long mortgages and why many people might still be paying off their home loan as they enter retirement.
    AJ Bell’s Rachel Vahey is on the show to explain why some people have to pay emergency tax on an ad-hoc lump sum pension withdrawals.
    You can also hear a great interview with Situl Jobanputra from London’s West End property giant Shaftesbury Capital, and sparkling chat between Danni and Dan about diamonds, scandals in the mining industry and why Burberry is firmly out of fashion.

    • 57 min
    Disney, Wetherspoons, Apple, housing outlook and mining opportunities

    Disney, Wetherspoons, Apple, housing outlook and mining opportunities

    On this week’s podcast we’ll be bringing you all the latest market news, from Disney to Wetherspoons through to Apple, as well as an update on the housing market – and the outlook for house prices for the rest of the year.
    We’ve also had figures this week that showed that 300,000 people filed their tax return early – and we’ll look at why you might want to join those eager beavers.
    There are three fund manager interviews this week. First up is AJ Bell’s head of investments solutions James Flintoft, who talks about what’s going on in certain geographies and how AJ Bell’s funds performed in the first quarter of the year. Next is Paul Angell, AJ Bell’s head of investment research, talking about the outlook for bonds. The final interview is with Rob Crayfourd and Keith Watson, who co-manage three funds: CQS Natural Resources Growth and Income, Geiger Counter, and Golden Prospect, to explain three of the key commodities produced by miners on the stock market.

    • 52 min
    Investment trust show #4. Finding bargains, role of the board, Ruffer deep-dive and why the regulator is looking at private equity

    Investment trust show #4. Finding bargains, role of the board, Ruffer deep-dive and why the regulator is looking at private equity

    It’s bonus podcast time: welcome to episode four of the AJ Bell investment trust show.
    We discuss a range of topics with investment experts and fund managers. Each episode debates some of the most popular trusts with retail investors, the big topics that matter, and a little bit of educational material to get listeners up to speed. This episode focuses on governance, finding bargains and private equity.
    One of the differences between traditional funds and investment trusts is the latter have a board of directors. They’re meant to keep a check on what the manager is doing and uphold high levels of corporate governance but that doesn’t always happen. Laith Khalaf talks to James Carthew from research group QuotedData about what the board should really be doing.
    We’ve had some requests to look at Ruffer Investment Company so Tom Sieber and Martin Gamble from Shares magazine join us on the podcast to talk about this investment trust and the broader capital preservation space.
    Migo Opportunities Trust knows a thing or two about how to find bargains among investment trusts so we invited co-manager Charlotte Cuthbertson to explain what trends and opportunities she’s seeing at the moment.
    To round things off, we take a look at the world of private equity because the UK financial regulator has got a bee in its bonnet about a few things in the industry. Joining Dan Coatsworth to talk about what the FCA is reviewing is Alan Gauld from Patria Private Equity Trust.

    • 59 min

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