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  • Why US interest rate cuts matter around the world, big warning for cash savers, and the outlook for Rolls-Royce and Primark
    2024/09/19

    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.

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    47 分
  • State pension changes, potential capital gains tax shake-up and how Apple’s shares move before and after iPhone launches
    2024/09/13

    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.

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    49 分
  • Market wobbles, Nvidia concerns, Nick Train on Rightmove’s takeover interest, and your pension questions answered
    2024/09/06

    The AJ Bell Money & Markets podcast is back with a bumper episode looking at the market wobbles at the beginning of August and September amid fears about the strength of the US economy and a slowing of Nvidia’s AI growth story.

    Danni Hewson and Laura Suter also discuss the potential path of interest rate cuts as well as discussing some interesting M&A activity including Rupert Murdoch’s REA Group’s plot for UK property platform Rightmove.

    Hot off the heels of Rightmove’s takeover interest, Dan Coatsworth talks to one of its biggest shareholders, Nick Train from Finsbury Growth & Income Trust about the news and his thoughts on two other big-name FTSE 100 stocks.

    We’ve got plenty of pension action too, including how much the state pension is set to rise next year and AJ Bell’s Rachel Vahey answers your questions.

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    45 分
  • Investment Trust show #7: The big charges debate, F&C on the summer market slump, and why investors are paying a premium for 3i Group
    2024/09/02

    Lots of investors are increasingly turning to cheap tracker funds which means the pressure is on investment trusts to not only outperform the market and prove their worth, but also make their charges more competitive. Dan Coatsworth talks to Annabel Brodie-Smith from the Association of Investment Companies about this topic and to find out which trusts have the highest and lowest costs for investors.

    Paul Niven, manager of retail investor favourite F&C Investment Trust, is on this week’s podcast to discuss the summer’s market sell-off and whether it has prompted big changes in his portfolio.

    Laith Khalaf talks to James Carthew from QuotedData about the big merger between Alliance Trust and Witan which is expected to complete in the next few months.

    3i Group continues to be one of the few investment trusts to trade at a chunky premium to the value of its underlying assets, so we asked Tom Sieber and Steve Frazer from Shares magazine to explain why investors are happy to pay up to own the shares.

    Tom also chats about BlackRock World Mining’s latest results and why there is some bad news for anyone thinking metal producers are a great source of dividends.

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    1 時間 1 分
  • Magnificent Seven disappointment rattles markets, sub-4% mortgages return and a new direction for Reckitt
    2024/07/26

    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.

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    57 分
  • Investing in gold, tech sector sell-off, and a fund manager’s take on housebuilders, EasyJet and ITV
    2024/07/18

    With gold have just hit a new record high, don’t miss this week’s episode of the AJ Bell Money & Markets podcast where Dan Coatsworth talks to Rob Crayfourd from the Golden Prospect Precious Metals Fund. The pair discuss gold’s ascent and why there might be a big turning point for the gold mining sector on the horizon.

    We’ve seen some big movements on the US and UK stock market over the past week linked to geopolitical issues, inflation and jobs data. Dan analyses the market reaction and what it means for investors.

    This week’s episode features a great interview with James Lowen at JOHCM UK Equity Income about housebuilders, EasyJet and ITV.

    Charlene Young chats about some of the key money-related bits in the King’s Speech and why AJ Bell is calling for major changes to ISAs to help simplify saving and investing.

    Finally, if you’ve ever wondered about the value of luxury handbags and whether they’ve delivered a better return than stocks and shares, Charlene has fascinating insight into this market.

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    38 分
  • Barclays spending data, housebuilder updates, US Q2 results preview, and why PageGroup’s profits warning matters
    2024/07/12

    In this episode of the AJ Bell Money and Markets podcast, Laura Suter and Tom Sieber dive into the latest consumer spending trends from Barclays, revealing how economic pressures are shaping our financial habits, and they discover how saving money can improve your sleep and mental health.

    They also deliver the latest updates on housebuilders Vistry and Barratt Developments amid planning challenges and rising costs, preview the upcoming US second quarter reporting season, highlighting key companies to watch, and discuss the wider implications of a profit warning from recruiter PageGroup.

    Plus, don't miss our interviews with fund managers discussing the UK property market and alternative income sources for investors.

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    42 分
  • UK stocks soar on election landslide, Fed comments excite markets again, Nike’s big stumble
    2024/07/05

    On this week’s episode of the AJ Bell Money & Markets podcast Dan Coatsworth and Laura Suter assess the market reaction to a Labour landslide.

    Charlene Young and Danni Hewson discuss how the Fed comments and new economic data has driven a new rally in US and Asian markets amid hopes of interest rate cuts.

    They look back on the big investing themes of the year including AI and UK takeovers, while also updating on the latest news from Tesla whose sales fell less than expected and how Sainsbury’s is being weighed down by Argos.

    Tom Sieber and Ian Conway from Shares magazine put sportswear giant Nike under the spotlight.

    The podcast team also debate energy prices, why May saw record ISA inflows and how house prices are still rising even as mortgage approvals slow.

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    52 分