AJ Bell Money & Markets

AJ Bell
  • 4.4 (202)
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Bringing you the latest personal finance and stock market insights

  1. 3 DAYS AGO

    Cash ISAs are booming: why savers are piling in

    Geopolitics is back in the driving seat for markets as Middle East tensions shake energy prices, government borrowing costs climb and investors revisit whether ‘quality’ shares are due a comeback. We cover the latest updates from Next, Novo Nordisk, HSBC and Diageo, and we speak to Hugh Yarrow of Evenlode Income on why sticking with quality businesses can pay off. Plus on the personal finance side: why cash ISA deposits keep rising, and the everyday luxuries people refuse to give up.   Timestamps: [01:19] Geopolitics and markets: Iran/Middle East developments  [03:44] Government borrowing costs: what’s driving yields higher  [06:29] Next’s latest results [09:56] Novo Nordisk and weight-loss drugs  [11:50] HSBC’s profits fall  [13:17] Diageo’s World Cup boost  [17:27] Interview: Hugh Yarrow (Evenlode Income) on investing in quality companies  [33:08] Fuel watch: the impact of oil-market tensions  [36:57] Cash ISAs soar in popularity [44:23] Cost-of-living: the ‘luxuries’ people won’t give up

    49 min

  2. 5 DAYS AGO

    Investment Trust Show: Finding income in unexpected places

    In this episode of the investment trust show, Dan Coatsworth and Hannah Williford explore the trusts offering generous income to investors, the state of US markets and the changes happening to the renewable infrastructure sector. Plus, AJ Bell’s own Eve Maddock-Jones joins for a chat on what you need to know if your trust is winding up.   [01:24] Hannah and Eve talk about the latest news in trust windups, and what investors need to be prepared for if theirs is on the chopping block.  [10:03] Dan speaks to Felise Agranoff from JP Morgan American Trust about the sentiment surrounding the US in the midst of the US-Iran War.   [24:51] Jeremiah Buckley from North American Income Trust joins Hannah for a second US perspective, and talks about why getting dividends from US companies is an underrated approach for investors.   [38:11] Ryan Lightfoot-Aminoff from Kepler talks to Dan about finding income in unexpected areas of the market, and why investors are needing to get creative with where they look.  [54:19] FGEN’s Charlie Wright rounds off the pod speaking about the state of the renewable energy infrastructure sector, where many trusts are rotating away from their dividend-paying roots.

    1hr 9min

  3. 1 MAY

    Cathie Wood: How to invest for 2026

    On this week’s AJ Bell Money & Markets podcast, the Bank of England’s latest rate decision, Big Tech updates from Microsoft, Meta, Amazon and Alphabet, and what the UAE’s exit from OPEC could mean for oil prices as Brent crude climbs. Dan Coatsworth and Danni Hewson discuss BP’s bumper first‑quarter profits and Shell’s $16bn bid for Arc Resources, weak underlying UK retail sales, and the collapse of Claire’s Accessories. Dan also explores why several UK-listed companies have recently fallen into administration. Dan talks to Morningstar’s Grant Slade about mounting political uncertainty ahead of the 7 May local elections and what a change in prime minister could mean for the economy and financial markets. The pod team also debate whether buy‑to‑let still makes sense under the new Renters’ Rights Act. This week’s big interview features investing heavyweight Cathie Wood from Ark Invest who shares her 2026 outlook, including why she’s buying Tesla, selling AMD and remains relaxed about OpenAI’s latest setback. 00:00 Bank of England interest rate decision   00:50 Big Tech earnings: Microsoft, Meta, Amazon and Alphabet   03:03 Oil prices rise as UAE exits OPEC   09:18 BP Q1 profits and Shell’s Arc Resources bid   16:58 UK retail sales slowdown and Claire’s collapse   21:04 Why UK‑listed companies are entering administration   24:02 Grant Slade on local elections, politics and market uncertainty   38:53 Buy‑to‑let and the new Renters’ Rights Act   43:16 Cathie Wood on Tesla, AMD and OpenAI

    1hr 10min

  4. 24 APR

    How can we help more people to invest?

    Charlene Young and Dan Coatsworth bring you this week’s episode of the AJ Bell Money and Markets podcast. Rising UK inflation kicks things off and they’ll also discuss the latest market movements as the middle east conflict continues. Dan digs into plans spin off Primark from Associated British Foods and what it could mean for shareholders and Charlene covers another uncoupling announcement – this time how the government wants to break the link between gas price shock and British energy bills. Apple has named a new CEO as Tim Cook moves up to executive Chairman, TikTok has moved into payments. Is this new debit card venture actually smart innovation? Dan speaks to Bloomberg Intelligence consumer analyst Conroy Gaynor about jet fuel shortages, the impact of the Middle East crisis on airlines, and what it means for investors as we head into peak travel season. Finally, with the government launching a new campaign to encourage first‑time investors, Charlene and Dan explore how people can take those initial steps into investing and why funds are often a sensible starting point. To round this off we bring you a conversation between Danni Hewson and AJ Bell’s James Flintoft on how the AJ Bell funds have been performing. [00:09] Intro [01:05] UK Inflation rises to 3.3% [07:26] Primark IPO [14:11] Government energy price announcement [17:17] New CEO for Apple [21:30] Tiktok debit card [26:18] Interview: How the conflict is affecting on airlines, travellers and investors. Dan Coatsworth talks to Conroy Gaynor from Bloomberg Insights [40:10] New investing campaign [52:22] Interview: Danni Hewson gets the AJ Bell funds latest from James Flintoft

    1hr 3min

  5. 17 APR

    Greggs, Domino’s Pizza & Asda: Why they’re pivoting

    Join Dan Coatsworth and Charlene Young on the AJ Bell Money & Markets Show to get smart investing insight, business news and practical takeaways – all in one episode. The pair cover a stark IMF warning on the global economy, what the latest market moves mean for investors, and how professional fund managers are positioning their money right now. There’s company news from BP and Vistry, a look at why house flipping is falling out of favour, and a reality check on whether playing the lottery could be holding back your long‑term wealth. With the new tax year underway, Charlene explains Bed & ISA in plain English. She also chats with Dan about why Greggs, Domino’s and Asda are making eyebrow‑raising moves – plus rumours of Lidl entering the UK mobile phone market. That leads into Amazon’s latest play combining phones and space, why there is confusion about the state pension confusion, and a warning about rising scam risks. Intro – 00:00:09 IMF warning, peace talks & global market overview – 00:02:58 What fund managers are thinking about – 00:09:48 Updates on BP and Vistry – 00:12:25 The demise of house flipping – 00:16:28 Lottery players: what if you spent that money investing instead? – 00:19:16 How Bed & ISA works – 00:23:58 Why Greggs, Domino’s & Asda are making different moves – 00:28:13 Lidl phone deal on the way? – 00:34:29 Amazon vs SpaceX: phones, satellites & the space economy – 00:36:09 Shares magazine preview with Tom Sieber – 00:37:32 Millions still confused about the state pension – 00:39:27 Pension scam warning as fuel payment recovery begins – 00:43:43

    47 min

  6. 13 APR

    Deep Dive #8: Making your pension last and navigating inheritance tax changes

    In this Deep Dive episode, Tom Selby and Tom Sieber explore what retirement really looks like in 2026 — from phased retirement and flexible working, to drawdown, annuities, tax changes and the risks that could derail your plans. They also hear from a financial adviser on managing money in retirement, and from AJ Bell’s very own Rachel Vahey on inheritance tax and what the latest changes could mean for families. 02:24 Tom Selby and Tom Sieber discuss how retirement is changing, why it no longer has to mean stopping work completely, and what earning part-time or freelance income could mean for your pension planning. 06:34 They break down the main ways to access your pension, including drawdown and annuities, and ask whether the best approach for many retirees might be a mix of both. 10:33 The pair look at the key retirement dates and milestones people need to know, including changes to the Normal Minimum Pension Age and how the State Pension fits into the wider retirement income picture. 18:10 The two Toms examine some of the biggest threats to retirement finances, including longevity risk, sequence risk, inflation and the danger of drawing too much too soon. 24:25 Tom Selby speaks to Rick Gosling, a financial adviser at Five Wealth, about how retirees can manage their money sustainably and avoid common financial pitfalls later in life. 46:42 Tom Sieber catches up with Rachel Vahey, AJ Bell’s head of public policy, to discuss what the inheritance tax changes could mean in practice — and what people can do if they think they may be affected. 01:08:19 Both Toms wrap up with the big takeaways from the episode, including the importance of flexibility, planning ahead and making your retirement savings work for the long term.

    1hr 13min

  7. 9 APR

    Markets rally after Iran ceasefire – What it means for your money

    Markets have rebounded sharply after news of a ceasefire involving Iran – but what does it really mean for investors and household finances? In this week’s AJ Bell Money & Markets, Dan Coatsworth is joined by Danni Hewson to break down the market reaction, what’s driving sentiment, and the key things investors still need to keep in mind. We also cover: Major company news, including an update to car finance compensation claims and disappointing updates from Shell Eye‑opening statistics from the electric vehicle market A proposed takeover of Universal Music – and why it’s more important than it first appears Changes to student loans and what they mean for borrowers Fresh developments in the housing market New rules making it easier to cancel subscriptions The pros and cons of investing at the start versus the end of the tax year Plus, we continue our series highlighting lesser‑known UK companies making a global impact, with Tom Sieber speaking to Craneware CEO Keith Neilson about healthcare innovation in the US. 00:00 – Intro 01:47 – Markets rebound after Iran ceasefire: what happened and why 16:14 – Shell shares fall: what went wrong? 20:00 – Why the car finance scandal has led to one lender being put up for sale 23:39 – Electric vehicle market: the key stats investors should know 26:09 – Universal Music takeover: why this deal matters 30:15 – Student loans update: what borrowers need to know 33:36 – Why the UK housing market is in a slumber 35:28 – Good news for cancelling subscriptions 38:33 – Investing at the start vs end of the tax year 41:05 – UK success story: we talk to the boss of Craneware

    1hr 2min

  8. 7 APR

    Investment Trust Show: Meet two standout performers

    In this special edition of the AJ Bell Money & Markets podcast, Dan Coatsworth and Hannah Williford dive into the big movers and big debates across the investment trust world. They consider why Temple Bar continues to outperform, what’s holding back JPMorgan Global Growth & Income, and the latest activist pressure from Saba targeting Edinburgh Worldwide and Impax. Hannah speaks to Job Curtis from City of London Investment Trust about how today’s geopolitical tensions echo past market cycles. Dan and Hannah also explore why renewable energy trusts are still on the scrap heap. We also hear from Eve Maddock‑Jones on the good, bad and ugly of trusts courting retail investors through modern media — with mixed results. Finally, Tom Sieber talks to two managers spotting tentative recovery signs in the smaller companies sector, with insights from Nish Patel (Global Smaller Companies) and George Cooke (Montanaro European Smaller Companies).   02:03 –Dan on why Temple Bar is still beating the market 05:20 – JPMorgan Global Growth & Income lags behind 09:20 – Activist investor Saba launches new investment fund and the latest on its efforts to shake up Edinburgh Worldwide & Impax Environmental Markets 15:13– Hannah talks to Job Curtis: Market lessons from past geopolitical shocks 30:51 – Eve Maddock‑Jones on how trusts are (mis)using modern media 48:34 – Small-cap recovery? Tom Sieber speaks to Nish Patel 57:39 – European opportunities with George Cooke

    1hr 3min
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4.4
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Bringing you the latest personal finance and stock market insights

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  • Channel
    AJ Bell
  • Creator
    AJ Bell
  • Years Active
    2018 - 2026
  • Episodes
    393
  • Rating
    Clean
  • Copyright
    © Copyright 2021 All rights reserved.
  • Show Website
    AJ Bell Money & Markets

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