AJ Bell Money & Markets podcast

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Vor sechs Jahren hinzugefügt

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State Secrets: Inside The Making Of The Electric State

1
Family Secrets: Chris Pratt & Millie Bobby Brown Share Stories From Set 22:08

vor 9 Tagen22:08

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22:08

Host Francesca Amiker sits down with directors Joe and Anthony Russo, producer Angela Russo-Otstot, stars Millie Bobby Brown and Chris Pratt, and more to uncover how family was the key to building the emotional core of The Electric State . From the Russos’ own experiences growing up in a large Italian family to the film’s central relationship between Michelle and her robot brother Kid Cosmo, family relationships both on and off of the set were the key to bringing The Electric State to life. Listen to more from Netflix Podcasts . State Secrets: Inside the Making of The Electric State is produced by Netflix and Treefort Media.…

AJ Bell Money & Markets

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Bringing you the latest personal finance and stock market insights

322 Episoden

#AJ Bell #Personal Finances #Lifestyle #Stock Market #Trading #Business

AJ Bell Money & Markets

114 subscribers

updated vor etwa einem Tag

Serie-Home•Feed

Bringing you the latest personal finance and stock market insights

322 Episoden

#AJ Bell #Personal Finances #Lifestyle #Stock Market #Trading #Business

Toate episoadele

AJ Bell Money & Markets

1
US recession fears mean a Trump slump, UK supermarkets gear up for price wars and gold reaches record highs 40:07

vor 1 day40:07

40:07

In this week's episode we bring you up to date on the latest US and UK interest rate decisions.(00:14) Danni Hewson and Charlene Young discuss why the gold price has reached another record high, why possible price wars are taking a bite out of the value of UK-listed supermarkets, and the latest updates from tech firm Trustpilot and defence group Qinetic.(03:19) AJ Bell investment director Russ Mould joins the team to debate the choppy US markets and give his views the Trump slump and the not-so Magnificent Seven.(17:21) Tom Sieber from Shares Magazine talks about stock splits – what they are, and why they matter to investors.(30:03) Charlene also rifles through the latest ONS inflation basket – VR headsets and yoga mats are in but gammon joints and cafeteria lunches are out.(35:14)…

AJ Bell Money & Markets

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Surviving the market turmoil, how to get the most from an ISA, Alliance Witan’s debut results 56:08

vor 9 Tagen56:08

56:08

If you’re trying to understand the turmoil on the markets, don’t miss this week’s episode of the AJ Bell Money & Markets podcast. Dan Coatsworth explains what’s going on, what might happen next, and how to keep your cool. [01:13] This podcast is our ISA special: we’ve gone all out on explaining the pros and cons of Individual Savings Accounts. Laura Suter and Charlene Young join Dan in weighing up the range of ISAs currently available and whether they are still fit for purpose. They talk Stocks & Shares ISAs, Cash ISAs, Junior ISAs, Innovative Finance ISAs and Lifetime ISAs. [04:24] Tom Selby reclaims his crown as the podcast taskmaster and brings back the legendary ISA quiz. [14:27] Want to know where other investors have been putting their ISA money this year? Dan reveals the top selections and talks through some interesting trends. [24:06] Everyone would love to be an ISA millionaire, but how hard is it to hit the goal? Laura does the maths. [28:15] We’ve had loads of listener questions come in, so the team tackle three burning ISA issues: which is better: an ISA or a pension? [31:31]; what is a Bed & ISA and should I bother with it? [34:50]; and how does the taxman know if I’m over the £20,000 ISA allowance? [36:52] Finally, our special guest this week is Craig Baker from the team behind the £4.7 billion Alliance Witan investment trust. Its first results since the merger have just come out and Dan talks to Craig about performance and what Alliance Witan is trying to achieve longer term. [39:27]…

AJ Bell Money & Markets

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Markets rattled by trade war fears, a deep dive into BAE and what next for Greggs 45:37

vor 16 Tagen45:37

45:37

On this episode of the AJ Bell money and markets podcast Dan Coatsworth and Danni Hewson assess the impact on markets after Donald Trump brought in 25% tariffs on Mexico and Canada. Is a global trade war inevitable and have investors been caught on the hop because of the President’s unpredictability or is it a storm set to fizzle out. [02:10] As the global order shifts European countries are expected to spend more on defence which helped lift the FTSE 100 to a record high earlier in the week, the team from Shares magazine deliver a deep dive into company making gains, BAE Systems. [13:30] Pastry purveyor Greggs was flavour of the month with investors, but growth has slowed significantly, can the company’s focus on healthy options and evening grub help it get its mojo back? [22:20) Changes to listing rules are in the offing with the FTSE Russell accepting companies with a Euro or Dollar share price from September so what might that mean for London markets. [28:30] AJ Bell’s Head of Public Policy Rachel Vahey joins us to talk about the fast-approaching deadline if you need to top up your qualifying National Insurance contributions [32:36] and the sub 4% mortgage is back with 5 major lenders cutting mortgage deals. [39:20]…

AJ Bell Money & Markets

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Investment Trust Show #12: how to pick a trust, why European markets are racing ahead, best and worst performers, Greencoat UK Wind deep dive 1:00:30

vor 19 Tagen1:00:30

1:00:30

Dan Coatsworth explores some of the best and worst performing trusts so far this year and what this tells us about investor appetite towards certain parts of the market. [01:15] We’ve been very thin on the ground for new investment trusts joining the stock market for a long time but things are looking up. Laith Khalaf discusses the launch of Achilles Investment Company (AIC). [05:40] Dan looks at the latest events involving Bill Ackman and his Pershing Square Holdings (PSH) investment vehicle [09:47], while Laith has some interesting stats comparing funds to trusts. [12:53] JPMorgan Global Growth & Income (JGGI) has fast become one of investors’ favourites but did you know it has a sister investment trust that follows the same strategy but just looks at Europe? Dan talks to Tim Lewis, portfolio manager on JPMorgan European Growth & Income (JEGI), about opportunities and risks in the year ahead. [18:53] Martin Gamble and Tom Sieber from Shares magazine conduct a deep dive into Greencoat UK Wind (UKW). [35:20] Finally, we’re joining by Paul Angell, AJ Bell’s head of investment research, to discuss ways to research and select investment trusts. [46:39]…

AJ Bell Money & Markets

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Apple’s big investment plans, BPs net zero reset, energy bills to rise, and top dividend investment trusts to watch 50:43

vor 23 Tagen50:43

50:43

This week on the AJ Bell Money and Markets podcast, Danni Hewson and Laura Suter dive into the latest market news, including Apple’s big investment plans [01:19] and BP’s plans to roll back it’s green investment after pressure from an activist investor [09:13]. We also look at why Tesla shares are under pressure [04:39] and discuss Unilever’s CEO stepping down after less than two years [14:30]. On the personal finance front, Laura explains the impact of the latest rise in Ofgem’s energy price cap and shares tips on how to cut household bills [17:56]. She also uncovers cash savings traps that could see you paying more tax than necessary. [24:19] For investors, Tom Sieber explores the best-performing dividend hero investment trusts, funds that deliver strong income without sacrificing returns [29:01]. And Dan Coatsworth speaks with Abbie Glennie from abrdn about why the UK stock market is showing signs of life [34:16].…

AJ Bell Money & Markets

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UK bank results, a surprise jump in inflation and are Elon Musk's politics starting to hurt his business interests 45:03

vor 30 Tagen45:03

45:03

In this week’s episode, Charlene Young and Laith Khalaf mull over the latest numbers from the UK banking sector after Barclays, NatWest and HSBC have posted their full year results. [1:30] There’s also been a slew of UK economic data over the last week, so we’ll be taking a look at the jobs figures and a big jump in inflation back up to 3%. We’ll also be asking whether we should be celebrating 0.1% growth in the economy. [6:23] Cash has also been making headlines, as NS&I changes its rates, and a record amount is reported sitting in bank accounts paying no interest. Meanwhile rumours are flying that the government might consider cutting back the cash ISA allowance. [15:42] The activist investor Saba is back with a new plan for its foray into the investment trust sector. Laith brings us up to speed with what’s going on. [25:20] Saba’s strategy isn’t unique; in fact, it’s the same one adopted by Migo Opportunities trust, yet the way Saba has gone about calling for change is different to Migo’s approach. Dan Coatsworth caught up with Migo’s co-manager Charlotte Cuthbertson to explore the differences. [28:55] Finally we’ll be asking if Elon Musk’s political affiliations might be starting to hurt his business interests, as protestors gather outside Tesla showrooms in the US. [40:10]…

AJ Bell Money & Markets

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Deep Dive #1: How to protect your money from the rising tax tide 1:11:49

vor 5 weeks1:11:49

1:11:49

Welcome to the first episode of the AJ Bell Money & Markets Deep Dive podcast. This is a new series which will take a long look at some of the key issues in markets and personal finances. First up we’ll be diving into a subject which will affect almost everyone – taxes. Personal taxes are on the rise and we’ll be looking at some of the main ways you can save tax on your savings and investments. The tax burden is on course to reach a historic high of 38.2% of GDP by 2029. Laith Khalaf speaks to Carl Emmerson, Deputy Director of the Institute for Fiscal Studies about how we got here, and whether more tax rises are on the way. [11:05] ISAs have been a hugely successful savings and investment account since their launch in 1999. Laith Khalaf and Charlene Young discuss the merits of ISAs and whether people in the UK are holding too much cash. [30:08] Tom Selby, Director of Public Policy at AJ Bell joins the pod to discuss another important tax shelter: pensions. We ask him whether a pension is better than an ISA, and if the government might look to take away some of the generous tax relief currently attached to pensions. [40:02] There are other ways to save tax too. Laith and Charlene discuss family finances, VCTs and the 60% tax trap. [59:08]…

AJ Bell Money & Markets

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UK interest rate cut impact, what’s behind the FTSE 100 rally and Elon Musk’s bid for OpenAI 45:10

vor 5 weeks45:10

45:10

In this week’s episode, Charlene Young and Danni Hewson look at what’s happened since the Bank of England’s Monetary Policy Committee cut the base rate to 4.5% last Thursday. Expectations for a cut were high so has the reaction from markets and mortgage lenders been unsurprising too? [01:30] Danni gives the low down on the latest results from McDonald’s and BP. Does activist investor Eliott taking a stake in BP mean there is a reset on the horizon for the struggling energy giant? [11:57] Elon Musk is back in the news again. Donald Trump’s right-hand man and head of DOGE has led a bid for OpenAI, the company he co-founded with current CEO Sam Altmann before their big fall out over the future of the ‘mission’. [17:46] Charlene gives us a preview of an exciting new AJ Bell Money & Markets project. Tom Sieber from Shares Magazine joins us to talk about defensive stocks. He explains what a defensive stock is, examines the traditional defensive sectors and reveals which metrics identify ‘defensiveness’. [23:17] Dan Coatsworth interviews Guy Gittens, CEO of estate agent Foxtons to get his thoughts on where the property market could go next, the issues facing people who rent, and whether flaws in the Lifetime ISA are causing issues for prospective buyers in London. [28:46]…

AJ Bell Money & Markets

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How tariffs shock markets, Alphabet’s big challenge, and why we want to see changes to the Lifetime ISA 54:20

vor 6 weeks54:20

54:20

Welcome to the latest episode of the AJ Bell Monet & Markets podcast. Tariffs have been on everyone’s minds this week and they’ve caused some big movements on the markets and dominated the discussion for many companies. Danni Hewson runs through the key points and how they relate to investments. [04:06] Tom Sieber and Ian Conway from Shares magazine explain why tariff issues have cast a cloud over Diageo and the key takeaways from its latest results. [13:04] A government consultation on Lifetime ISAs closed this week so Dan Coatsworth explores the pros and cons of the account and the changes AJ Bell hopes to see in the near future. [26:06] Rachel Vahey talks about new figures on changes to the UK population and how this links to pensions. [29:05] Danni and Dan take a look at the latest numbers from Alphabet, Disney, Estee Lauder, GSK and Mattel. [37:17] Dan also chats about how certain activist investors are getting what they want, with major changes announced at Smiths Group and YouGov. [49:35]…

AJ Bell Money & Markets

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Investment Trust Show #11: Fighting off activist investors and the attractions of Japan 52:15

vor 7 weeks52:15

52:15

Investment trusts have been all over the news as activist investor Saba targets seven companies with the hope of gaining control and becoming the investment manager. Herald (HRI) shareholders have already voted Saba down and we’re about to find out the fate of the other six investment trusts. Laith Khalaf brings us up to speed on the key events. [01:32] Dan Coatsworth talks to James Carthew from research group QuotedData about what he thinks could happen next with Saba, and about the role of activist investors in general. [11:03] Ian Conway and Steve Frazer conduct a deep dive into Law Debenture (LWDB) investment trust [26:40] and Dan talks to Nicholas Weindling, fund manager of JPMorgan Japanese (JFJ) about what’s going on in that part of Asia. [37:30]…

AJ Bell Money & Markets

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US tech selloff, taxpayer frustrations, Guinness selloff denied and emerging market insights 37:25

vor 7 weeks37:25

37:25

In this week’s episode, Dan Coatsworth and Laura Suter discuss the recent selloff in US tech stocks, and what sparked the market turmoil [01:32]. They also look at WHSmith’s potential sale of its UK business [06:27], and Diageo denying rumours about selling Guinness [09:17]. Laura looks at the frustration taxpayers are facing with HMRC’s long call wait times, as some new data is released showing how hard it is to reach the taxman [12:09], while Tom Sieber looks at attending a company AGM in person at SRT Marine Systems and why investor engagement matters [16:55]. Plus, Dan interviews Chris Tennant of Fidelity Emerging Markets to explore Donald Trump’s impact on emerging markets, why you might want EM exposure in your ISA or pension, and what’s next for China [24:26].…

AJ Bell Money & Markets

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Markets brace for Trump 2:0, FTSE 100 hits new record high, regulators under pressure as the UK goes for growth 55:44

vor 8 weeks55:44

55:44

On this episode of the AJ Bell Money & Markets podcast, Dan Coatsworth is joined by AJ Bell Investment Director Russ Mould to discuss how markets reacted to Donald Trump’s return to the White House [00:02:14]. From halting the TikTok ban to confusion about the President’s plans for tariffs, it’s already been a wild ride. Dan is joined by Danni Hewson to assess what’s behind the FTSE 100’s good run. The pair also consider what might happen next for UK interest rates given the latest economic data gives the Bank of England a lot to think about. [00:11:12] Government borrowing costs have shot up again but was that already priced into gilt yields and with pressure mounting on the Chancellor to spell out her plans for growth. [00:13:49] Dan and Danni discuss the role of regulators with a former Amazon boss now heading the CMA and plans from the FCA to relax mortgage lending rules. [00:17:21] Plus, Netflix hikes prices as subscriber numbers soar [00:31:38], why two brokers have very different views on Greggs [00:37:16] and James Flintoft, head of investment solutions at AJ Bell, updates us on asset allocation in AJ Bell funds [00:46:43].…

AJ Bell Money & Markets

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UK inflation in surprise fall, Chancellor comes out fighting and warnings from BP, JD Sports and PageGroup 50:10

vor 9 weeks50:10

50:10

The AJ Bell Money & Markets podcast team start this week’s episode with some good news as UK inflation took a surprise dip in December to 2.5%. Does this mean the chances of a February rate cut have jumped? Rachel Reeves has fought back in a Commons speech to defend her growth plans and although UK housebuilders have had a boost, other big companies continue to issue their own warnings. [01:02] Danni Hewson and Charlene Young discuss how the UK isn’t the only country facing increased borrowing costs after recent bond yield hikes, and they also chat about what higher gilt yields mean for personal finances. [08:37] Updates from BP, JD Sports and PageGroup painted a gloomy outlook but good news from Permission gave UK housebuilders a boost, even before a second bounce arrived following the inflation news. Charlene stays with housing, with a new IFS report on how more young people are residing in the Hotel of Mum and Dad. [23:10] Donald Trump will be back in the White House next week, so Danni spoke to Yoojeong Oh, manager of the Abrdn Asian Income Fund, to find out how tariffs might impact Asian markets and where opportunities for income generation lie [27:56]. A TikTok ban in the US is also due next week, but is there any hope for a reprieve? [41:53] Charlene finishes up with a timely reminder of the looming self-assessment deadline. [46:52]…

AJ Bell Money & Markets

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The big investment trust vote, UK retail’s tough outlook and the future of Lifetime ISAs 53:59

vor 10 weeks53:59

53:59

On this week’s AJ Bell Money & Markets podcast, we dive into a story about seven investment trusts under attack from an activist investor. The big retail companies have started to report on Christmas trading and not everyone is smiling about the outlook. You can also hear about the changing cost of keeping the lights on at home and why the Lifetime ISA is under review. There’s been a sell-off in UK government bonds and the pound, causing jitters on the market at the start of the new year. Dan Coatsworth explains what’s going on. [00:02:06] Hedge fund Saba Capital has got its sights on the UK investment trust sector and wants to get behind the driving seat of seven names including Baillie Gifford US Growth Trust and Herald Investment Trust. Dan takes a closer look and chats about why it’s so important for investors to vote on the proposals and what could happen next. [00:05:14] Sue Inglis, an independent non-executive director from Baillie Gifford US Growth Trust, is on the podcast to share her experiences of being on the receiving end of an activist investor attack, and her thoughts on Saba’s proposals. [00:11:25] Gas and electricity bills went up again on 1 January, when the latest energy price cap took effect. Charlene Young considers the impact to UK households and what they can do about it. [00:19:08] Following a miserable final quarter for UK retail, we’ve now got a host of shopkeepers updating on trading and giving guidance for the year ahead. Tom Sieber looks at what Tesco, Marks & Spencer, Greggs and Next are saying, and what to expect from retailers in 2025. [00:23:09] Charlene considers the reasons why the Government has announced a review of the Lifetime ISA and what might happen next. [00:35:29] Finally, Danni Hewson chats to Dominic Weller, fund manager of the Octopus UK Future Generations Fund, about whether investing for change can also come with chunky returns now that interest rates are slowly on their way down. [00:40:17]…

AJ Bell Money & Markets

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What worked and what didn’t for investors in 2024, outlook for interest rates and water bills to rise 56:49

vor 13 weeks56:49

56:49

On the last AJ Bell Money & Markets podcast of 2024, Dan Coatsworth and Danni Hewson discuss what markets are now thinking about the trajectory for interest rate cuts in 2025 after the Federal Reserve’s latest comments. [03:47] In the UK, inflation has been creeping back up and there are warnings of a potential recession as private sector hiring falls at its fastest rate in four years following the Budget. With rates expected to be higher for longer that’s good news for savers. [11:52] Dan looks back at the winners and losers of 2024 on the market including some names that might come as a surprise. [14:00] There might be big changes ahead in the automotive sector after reports that car giants Honda and Nissan could be considering a merger. Danni considers why this might happen. [20:19] The long running saga of whether Royal Mail owner International Distributions Services would be taken over by Czech billionaire Daniel Kretinsky is now close to the end point, as Dan explains. [24:16] UK households are reeling after the water watchdog gave the go-ahead for bill rises which will average out at an extra £31 a year. [26:06] Jean Roche from the Schroder UK Midcap Fund joins us on the episode of the podcast. She talks through the potential opportunity for those FTSE 250 companies in the new year and why the investment trust’s policy is to ditch mid-caps if they succeed in climbing into the FTSE 100. [33:39]…

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