188 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 youinvest.co.uk.
For legal info visit youinvest.co.uk/disclosures.

AJ Bell Money & Markets AJ Bell

    • Business
    • 4.6 • 139 Ratings

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 youinvest.co.uk.
For legal info visit youinvest.co.uk/disclosures.

    BP, buybacks, banking results, bumper borrowing and big recession worries

    BP, buybacks, banking results, bumper borrowing and big recession worries

    This week we’re delving into those BP results that have caused so much debate. Plus Russ Mould joins us to look at share buybacks and dividends across the FTSE 100, as the oil giant announced another round of buybacks and a hike to its dividend. 

    Also this week, Laith Khalaf studies the figures from UK banks in the face of the cost of living crisis, following a wave of second-quarter results in the sector. Which leads us neatly onto some startling new data Laura Suter has about how households are coping financially with the cost of living crisis. We also look at the risk of recession in the US, after data showed the economy has shrunk again. 

    Elsewhere, we’re talking about a big change the regulator has made to the way financial services work in the UK, with our pensions and regulation guru Tom Selby on to discuss what that means for investors.

    And just a note that after this episode, the podcast will be on summer break until September. So we’ll see you in a month!

    • 34 min
    Earnings season winners and losers, bond market struggles, and how man stacks up against machine when picking investments

    Earnings season winners and losers, bond market struggles, and how man stacks up against machine when picking investments

    On this week’s Money and Markets podcast, Laura Suter and Danni Hewson discuss earnings season as it kicks into high gear. They sift through winners including McDonalds, Coca Cola and Unilever, and losers including Walmart – whose profit warning sent a shock through the US and UK retail sector. They also look at upcoming rate rises, which are forming an important backdrop to inflation-wary company outlooks.

    Also this week, Ryan Hughes from AJ Bell’s investment team takes a look at why bond markets haven’t been performing well. Bonds aren’t necessarily the sexiest corner of investing – but with predictions of a potential recession mounting, and markets becoming more volatile, people might be seeking more safe-haven assets. 

    Elsewhere, Laith Khalaf, our head of investment analysis, digs into an age-old question. During tricky market times is it better to invest with a human fund manager who makes stock picks for you, or a tracker that rides the market’s ups and downs?

    Finally, Dan Coatsworth meets up with Jeremy Rogers from the Schroder BSC Social Impact Trust, set up two years ago with the goal of helping society and making money for investors. He asks where the trust is deploying its money, and what investors might expect from it in the future.

    • 40 min
    It’s all about inflation as UK CPI hits another 40-year high

    It’s all about inflation as UK CPI hits another 40-year high

    On this week’s Money and Markets, Dan Coatsworth and Danni Hewson brave the heat not only of the UK weather, but UK inflation too. With CPI coming in over expectation at 9.4%, they sum up how markets are reacting, and discuss where interest rates could sit by the end of the year. With rising costs causing issues for companies, they also dig into a new report showing a 66% increase in profit warnings from UK listed companies in the first half of 2022 – including Direct Line and Made.com.

    Earnings season is in full swing, and inflation’s colouring everything from the big GSK spin-off Haleon to another dip in subscriber numbers for Netflix – though with its fall smaller than expected, investors were pleasantly surprised.

    Also, employee pay is the only game in town – with warnings that a summer of discontent is on the cards, as more unions ballot on strike action. Plus, commercial property is meant to be one of the ultimate inflation-protected investments – meaning lots of investors might be thinking about diving into the market at the moment. Laura caught up with Roger Clarke, from property stock exchange IPSX, to see how the market has rebounded post pandemic and whether that inflation-protection is going to hold true in the coming year.

    • 49 min
    Best deals on cash, how Ruffer protected investors’ money and cracks in the inflation story

    Best deals on cash, how Ruffer protected investors’ money and cracks in the inflation story

    Potential returns on cash savings accounts are now much more interesting, so don’t miss this episode of the Money & Markets podcast to find out the best deals around.

    Dan Coatsworth talks to Duncan MacInnes about how Ruffer Investment Company not only bucked the negative market trend in the first half of 2022 but also generated positive returns for investors.

    MacInnes explains why he believes the bear market isn’t over yet and how gold is an ‘unreliable girlfriend’. 

    Discover why falling commodity prices could mark the turning point in the inflation story, and how shares in the big mining companies have lost all the gains made earlier this year.

    Rising energy costs are changing the way we spend money, and Laura Suter looks at the latest spending habits and what might come next.

    • 41 min
    What’s hitting the new Chancellor’s to-do list, UK growth fears, pound falls and outlook for UK banks

    What’s hitting the new Chancellor’s to-do list, UK growth fears, pound falls and outlook for UK banks

    This week Laura Suter and Danni Hewson bring you an update on the economic fallout from this week’s turmoil in Westminster, looking at various warnings from the Bank of England and the pound’s fall. We delve into what the new Chancellor might tackle in his economic update next week, after Nadhim Zahawi committed himself as a tax cutting chancellor.

    In the markets news we’ve got the latest updates and rows from supermarkets, some positive news from food delivery companies JustEat and Grubhub and an update on US/China tariff war.

    And Dan Coatsworth has been chatting to fund manager Laura Foll, who helps run Lowland, Henderson Opportunities Trust and Law Debenture investment trusts, all about the outlook for UK banks, which are much loved by many investors.

    • 38 min
    Miners, defence stocks and the return of the pension triple lock

    Miners, defence stocks and the return of the pension triple lock

    On this week’s Money & Markets podcast Dan Coatsworth and Danni Hewson take a look at what has been another bumpy week for markets with a commodities rally not able to deliver the big market comeback some investors had been rather hoping for.

    They look at what’s behind the defence stock bounce, boosting the likes of BAE Systems and Rolls Royce and how utility companies like SSE have responded to Ofgem’s new distribution price control proposals. Plus, Dan is chatting to the Fund manager of Odyssean, one of the few investment trusts not to have lost a lot of money this year, and on the menu are Chemring, Videndum, Stabilus and Spire Healthcare. 

    There is also a new boss for Whitbread, and we discuss why the battle for high street chemist Boots ended with it being taken off the market by US owner WBA, for now.  With a drop in scratch card sales, we also look at why the government’s green savings bond has flopped and Tom Selby brings us up to date on plans for the pension triple lock.

    • 45 min

Customer Reviews

4.6 out of 5
139 Ratings

139 Ratings

murengerman ,

BBC

I gave up all BBC broadcasts as I object to being told what to think about politics. This podcast has become annoying since arrival of an ex BBC presenter

sorryuseridtaken ,

Pension corner

Tom, just to confirm that I and i’m sure many others too, do enjoy your pension section of both the podcast and the magazine. Thanks and keep up the interesting articles/stories.

Gulvain1 ,

Turning into personal finance show

Basically a good podcast. Used to be a useful review of the market and investments but, since the arrival of Danni, seems to be turning into a light and fluffy personal finance show (we already have something similar with ‘This is Money’). Dan Coatsworth is good value. Keep the original format with market insights and manager interviews

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