Programas de podcast do canal AJ Bell

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HÁ 6 DIAS

Budget business backlash, interest rate cut fallout and ETFs inflows and Bitcoin both breaking records

On this week’s episode, Charlene Young and Laith Khalaf talk you through the impact on business of rising National Insurance and minimum wage bills. Plus, labour market data for the period to September showed us the gloomy reality for businesses before the Budget as stalling investment and hiring plans fuelled rising redundancies and unemployment. The Bank of England voted 8-1 to cut interest rates last week but forecasts published alongside the announcement give us an insight into just how inflationary the bank thinks Rachel Reeves’ Budget will prove, and the likelihood of her achieving her pledge of ‘growth, growth, growth’. Bitcoin gets a double mention – not only has it been breaking records but a UK pension scheme has announced it will be allocated 3% of its assets to diversify its investment base, in a break with tradition in the pension space. [11:42] Dan Coatsworth interviews Jack Caffrey from the JP Morgan American Investment Trust for his take on the US election and why the market reacted like it did to that Donald Trump victory. [25:21] It’s also looking like a record year for flows into Exchange Traded Funds. What are ETFs are what has made them so popular? [39:14] We also discuss why first-time buyers might find the frozen Lifetime ISA property limit locks them out of their dream family home [44:00], and outflows from Fundsmith Equity [50:01].

há 6 dias

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58min
8 DE NOV.

Trump, Tariffs, Budgets and Biscoff – what the big events mean for savers and investors

On this week’s episode of the AJ Bell Money & Markets podcast, Danni Hewson and Charlene Young assess the market reaction to Donald Trump winning the US presidential election and heading back to the White House. There have been some clear winners and losers as investors pile into so-called “Trump Trades” with bitcoin, banks and Tesla among the biggest gainers. The potential for a tariff fuelled trade war has sent stocks like Diageo down whilst the renewable sector is also under pressure with one of Trumps slogans – “drill baby drill” sparking speculation the US oil and gas sector will boom. It may feel like a long time, but the UK Budget was only a week ago and Danni and Charlene discuss changes to inheritance tax which will be exacerbated by frozen thresholds and whether people who pulled out tax-free cash from their pensions amidst pre-Budget speculation about changes, can put it back if they’ve changed their mind. Plus, Danni’s been chatting to Simon Gergel from The Merchants Trust about how some of the UK’s biggest listed companies might be impacted by the Budget. Finally, Tom Sieber and Ian Conway from Shares magazine discuss Lotus Bakeries, the brains behind Biscoff and a great stock performer in recent years.

8 de nov.

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1h8min
25 DE OUT.

The good, bad and ugly of earnings season plus what to consider ahead of the US elections

On this episode of the AJ Bell money and markets podcast Danni Hewson is joined by Shares Magazine editor Tom Sieber to pick through the most interesting points of this earnings season so far. From the re-jig of the menu at Starbucks from the new man in charge as sales keep falling to a Netflix subscription slowdown, Tesla’s return to better form and in the UK Hollywood Bowl’s mega strike. Mike Asheley set’s his sites on running Boohoo and Boeing’s back on the back foot after employees rejected another improved pay deal. Less than a week out from the UK’s budget the pair discuss the state of the UK’s public finances and calls from the hospitality sector for Rachel Reeves to act on business rates or risk a high street meltdown. And less than two weeks from the US election Dan Coatsworth has been chatting with Ron Temple chief market strategist at Lazar Asset Management about what might happen to certain assets and sectors depending on which candidate gets to the White House. Plus, Gold hits fresh record highs and the value of lost pension pots in the UK has now reached a staggering £31 billion.

25 de out.

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45min
4 DE NOV.

Investment Trust Show #9: The China recovery, Scottish Mortgage underperformance, and the lowdown on VCTs

This month’s bonus podcast from the AJ Bell Money & Markets team on investment trusts explores the underperformance at the UK’s biggest investment Trust, Scottish Mortgage, and looks at why investors are becoming less enthused with ESG. Danni Hewson catches up with Dale Nicholls, manager of the Fidelity China Special Situations Trust to talk about Chinese stimulus measures and the potential impact of the US election on the Chinese economy. Meanwhile Dan Coatsworth talks to Ian “Franco” Francis, manager of the CQS New City High Yield Fund to find out what falling interest rates mean for bond investors. And we also unpack the pros and cons of investing in Venture Capital Trusts.

4 de nov.

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53min
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
30 DE OUT.

Budget reaction: what the announcement means for pensions, savings, investments and personal finances

The AJ Bell Money & Markets podcast team react to Chancellor Rachel Reeves’ Budget, explaining how the new rules affect consumers and businesses. There was a lot of speculation about big changes to the tax system so Danni Hewson, Charlene Young and Dan Coatsworth cover off the main points, explaining which rates are changing and which ones are staying the same. This includes big news around capital gains tax and inheritance tax. There is some good news on ISAs and pensions, and Dan explains why there was a positive market reaction to the Budget. The FTSE 250 and AIM indices jumped on the announcement, so listen to the podcast to find out why. The team also analyse the new economic forecasts for the UK and the challenges ahead for not just the government, but also businesses across the country.

30 de out.

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23min
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
18 DE OUT.

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.

18 de out.

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1h1min
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
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

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

Budget business backlash, interest rate cut fallout and ETFs inflows and Bitcoin both breaking records

Trump, Tariffs, Budgets and Biscoff – what the big events mean for savers and investors

The good, bad and ugly of earnings season plus what to consider ahead of the US elections

Investment Trust Show #9: The China recovery, Scottish Mortgage underperformance, and the lowdown on VCTs

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

Budget reaction: what the announcement means for pensions, savings, investments and personal finances

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

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

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

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

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