Programas de podcast do canal AJ Bell

Canal • 2 podcasts

HÁ 4 DIAS

Why UK inflation is in good news territory and the future for weight-loss drug companies

On this week’s AJ Bell Money & Markets podcast, Danni Hewson and Charlene Young assess the market reaction to a large fall in UK inflation which has raised expectations that the Bank of England might cut rates twice before the end of the year. They’re joined by Tom Selby, AJ Bell’s director of public policy, to discuss ongoing Budget speculation which has unsettled many pension savers and prompted AJ Bell to call on the Treasury to commit to a pension tax lock. They also discuss the impact of Budget speculation on markets with housebuilders like Barratt up and gambling companies like Entain down. Dan Coatsworth talks to Ailsa Craig and Marek Poszepczynski from the International Biotechnology Trust about what we might see next for the weight-loss drug boom. Dan also chat to Nick Purves from Temple Bar Investment Trust about finding opportunities when parts of the market look cheap. You can also hear why automakers Stellantis and BMW have warned policy makers they need to think again about the pace of the transition to electric vehicles if they’re going to protect manufacturing jobs and why Boeing is looking to raise funds to help it keep its head above water.

há 4 dias

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1h1min
11 DE OUT.

Google’s break-up threat and why US markets have performed badly for UK investors

On this week’s episode of the AJ Bell Money & Markets podcast Danni Hewson and Laith Khalaf discuss if Google could really be broken up. It’s something the US government has asked a court to consider over concerns over its dominance of the search space. They also discuss why our waning appetite for snacks has taken a bite out of PepsiCo’s sales and why a cost shock sent UK housebuilder Vistry’s shares tumbling. We hear from Ryan Hughes, managing director of AJ Bell Investments, about why the US has been the worst performing market for UK investors over the last quarter plus how the race to the White House is being priced in by markets. As the UK’s Budget draws closer, we discuss some of the speculation about what might hop out of the Chancellor’s hat when it comes to pensions, plus why there’s been a boom in annuity sales. Rachel Vahey is on the show to answer listeners’ questions on pensions. This week she talks about the limits on paying in excess income once you’ve started to draw your pension.

11 de out.

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55min
7 DE OUT.

Investment Trust Show #8: Investing in private equity, finding income and exploring Baillie Gifford’s Monks trust

This month’s bonus podcast from the AJ Bell Money & Markets team on investment trusts explores two different ways to add a flavour of private equity to ISAs and pensions. We talk to Oakley Capital Investments’ Steven Tredget about tapping into private equity funds, while Gresham House’s Ken Wotton, fund manager of Strategic Equity Capital, explains how to apply private equity investment techniques to public markets. Dan Coatsworth talks to Emma Bird, head of investment trust research at Winterflood, about how trusts can provide a smoother stream of dividends than open-ended funds. Dan also talks with Tom Sieber about the latest results from JPMorgan Global Growth & Income, while Steve Frazer and Ian Conway explore Baillie Gifford’s Monks Investment Trust and what it is trying to achieve.

7 de out.

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55min
11/11/2022

Inflation takes a bite out of retail, Bill Ackman and tech layoffs

Laura and Danni have two interviews this week. The first is with bond fund manager veteran John Pattullo, from Janus Henderson Investors, who will be talking us through how he has navigated the recent market turmoil. And in the second interview Dan Coatsworth catches up with billionaire investor Bill Ackman from Pershing Square Holdings to talk about whether he’s worried about a recession and why he sold out of Netflix and Domino’s Pizza so quickly. Also this week we’ll be looking at the nation’s financial resilience in the current cost of living crisis, as new data reveals 1 in 4 people have less than £100 in savings, as well as talking about that tricky task that everyone puts off: writing a will. And in the market update we’ll cover layoffs at Meta and Twitter, Primark’s decision not to raise prices and the cracks showing in the UK housing market.

11/11/2022

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41min
4 DE OUT.

The fight against scams, investing in Wetherspoons, and money still flooding into Cash ISAs

This week’s episode of the AJ Bell Money & Markets podcast discusses scams and how banks and big tech companies are working together to protect consumers and stop people losing money. Dan Coatsworth chats about the divergent fortunes for Nike and JD Sports as they issue their latest financial results. Laith Khalaf explains the big changes to energy bills and what people can do if they are struggling financially. Shares magazine’s Ian Conway and Martin Gamble take a seat at the bar to talk about UK pubs giant Wetherspoons. We also hear about the latest twists and turns involving UK takeovers including Mulberry and MusicMagpie. Danni Hewson chats to Sam Vecht from the BlackRock Latin American Investment Trust about ongoing volatility in that part of the world and why it is somewhat cushioned from current geopolitical tensions. Finally, we’ve got some eye-opening figures on the amount of money being poured into Cash ISAs.

4 de out.

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56min
12 DE JAN.

A Christmas cracker for some UK retailers, Boeing shares fall after door blowout and Bitcoin ETFs given green light by US regulator

On this episode of the AJ Bell Money & Markets podcast Dan Coatsworth and Danni Hewson dig through a bumper crop of Christmas trading updates from UK retailers including Tesco, Marks & Spencer and Sainsbury’s and they discuss the ongoing expansion of Greggs. After the discovery of loose bolts following a mid-flight blowout which saw a door pop off an Alaskan Airlines plane mid-flight, shares in Boeing and some of its suppliers have understandably been impacted as the FAA grounds the planes for further investigation. Danni considers the implications. Dan examines Terry Smith’s latest shareholder letter for the popular Fundsmith Equity Fund, and he also talks through ways benefit from higher interest rates in your Stocks and Shares ISA without having to switch out to a cash account. Plus, it may have started with a fake tweet, but the SEC has given the go-ahead to Bitcoin ETFs with some huge names like BlackRock and Fidelity about to jump in after what’s being called a watershed moment for cryptocurrency. Our special guest this week is Iain Cunningham from asset manager Ninety One who explains why China might still be of interest to investors wanting Asia exposure, despite slowing economic growth and tighter corporate regulation.

12 de jan.

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50min
19 DE SET.

Why US interest rate cuts matter around the world, big warning for cash savers, and the outlook for Rolls-Royce and Primark

On this week’s episode of the AJ Bell Money & Markets podcast: interest rates have dominated the news agenda so Danni Hewson unpacks what the big rate cuts in the US mean for investors around the world. Changes to rates now or potentially in the near future mean interest rates are also changing on cash savings. The podcast team take a look at the latest trends and why the financial regulator has issued a warning to the public about cash. The team also chat about the tax implications of so many people having taken advantage of higher returns on cash in recent years. Dan Coatsworth talks to fund manager Mark Costar from JO Hambro about the outlook for Rolls-Royce and Primark’s owner, Associated British Foods. There’s a lot going on in the property sector with new data on house prices, takeovers galore among housebuilders and a big share price rally from one of the UK’s best known DIY companies. Dan and Danni have all the details. If you’re one of many people who prefer to pay insurance premiums on a monthly basis, you might be alarmed by some new figures which the team discuss on the podcast. And finally, it is now less than 100 days until Christmas and would you believe it, people are already talking about festive spending.

19 de set.

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47min
26 DE JUL.

Magnificent Seven disappointment rattles markets, sub-4% mortgages return and a new direction for Reckitt

On this episode of the AJ Bell Money & Markets podcast, Danni Hewson and Charlene Young dig into the market meltdown that followed disappointing results from ‘Magnificent Seven’ club members Tesla and Alphabet. They discuss the negative impact of electric vehicle production on Ford and Nissan and why GM is delaying its plans to build a green Buick. Ryanair profits tumble as it cuts back on fare hikes, but EasyJet is ramping up for a record summer. Get the podcast team’s take on the airline sector. Tom Sieber and Ian Conway from Shares magazine discuss moves by consumer goods giant Reckitt to sell off large parts of its business. Dan Coatsworth chats to Sunil Krishnan from Aviva Investors about ‘reflation’ and how it impacts certain investments. We also get an update on AJ Bell funds from James Flintoft, Head of Investment Solutions at AJ Bell. Also in the last episode before the summer break, Danni and Charlene discuss the return of the sub-4% mortgage and why more people have been using cash to budget.

26 de jul.

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57min
13 DE SET.

State pension changes, potential capital gains tax shake-up and how Apple’s shares move before and after iPhone launches

This week’s AJ Bell Money & Markets podcast debates big news for people in retirement. Charlene Young reveals by how much the state pension will rise and who is eligible for the full uplift. Dan Coatsworth chats about Apple’s new version of its iPhone and how its share price has moved on average before and after previous upgrades to its flagship product. You can hear about the latest economic and markets news, including takeover activity involving Rightmove and Centamin, and why shares in the British arm of TGI Friday’s fell by 90% in a day. Don’t miss the second part of our interview with Finsbury Growth & Income fund manager Nick Train. He gives his thoughts on the general market, the trust’s performance and a fascinating insight into Unilever. We’ve also got an interview with Stuart Widdowson from Odyssean Investment Trust about investing in smaller companies.

13 de set.

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49min
11 DE ABR.

US path to pivot takes a detour, UK “financial lives” improve and is China still investible?

On this episode of the Money and Markets podcast Danni Hewson and Laura Suter assess market reaction to the latest US inflation data that came in hotter than expected and reset expectation of when the Fed might cut interest rates. The pair mull over what that might mean for UK rates and Laura digs in to the latest FCA Financial Lives survey which shows things are improving for UK households, though 7 million households are still struggling to pay bills. Earnings season has started all over again and kicking things off in the UK the country’s biggest supermarket Tesco reports a jump in profits as price cuts keep shoppers in store. Danni looks into what that might signal for the weeks ahead, plus what the former Tesco boss Jason Tarry might bring to John Lewis and Shell’s shock announcement that it could consider moving its listing to New York. AJ Bell’s head of policy Rachel Vahey is on hand to deliver our pensions corner and she’ll be answering one of your questions about the potential tax implications as the state pension increases and our guest this week is Catherine Yueng Investment Director at Fidelity Asian Values – she explains why she still sees China as a good investment.

11 de abr.

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52min

Our podcasts bring the latest money news, investing stories and interesting guests straight to you, from the experts at AJ Bell. Money and Markets is our weekly podcast, rounding up everything that’s happened in the markets, as well as all the personal finance news of the week. Our Money Matters podcast is aimed at women, helping to explain the investing world and demystify finance.

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Principais podcasts

Why UK inflation is in good news territory and the future for weight-loss drug companies

Google’s break-up threat and why US markets have performed badly for UK investors

Investment Trust Show #8: Investing in private equity, finding income and exploring Baillie Gifford’s Monks trust

Inflation takes a bite out of retail, Bill Ackman and tech layoffs

The fight against scams, investing in Wetherspoons, and money still flooding into Cash ISAs

A Christmas cracker for some UK retailers, Boeing shares fall after door blowout and Bitcoin ETFs given green light by US regulator

Why US interest rate cuts matter around the world, big warning for cash savers, and the outlook for Rolls-Royce and Primark

Magnificent Seven disappointment rattles markets, sub-4% mortgages return and a new direction for Reckitt

State pension changes, potential capital gains tax shake-up and how Apple’s shares move before and after iPhone launches

US path to pivot takes a detour, UK “financial lives” improve and is China still investible?

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