AJ Bell Money & Markets
The Money & Markets podcast brings you the latest personal finance and stock market insights to help you manage your investment portfolio. To contact us visit ajbell.co.uk For legal info visit ajbell.co.uk/disclosures.
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Stock market winners and losers of the year, and investing in a market downturn
<p>On this episode of the AJ Bell Money & Markets podcast, discover problems on the high street for one well-known retailer [01:33], and why the UK cinema industry is hoping for a last-minute flurry of bookings in 2025 [03:15].</p> <p>Dan Coatsworth considers what the latest UK economic data is telling us [05:11], and Tom Sieber chats about UK property market trends, planning reforms and what could be in store for real estate in 2026 [08:48].</p> <p>The pod team explore how financial markets behaved in 2025 [14:31]. Dan chats with AJ Bell’s managing director for the investments divisions, Ryan Hughes, about what he thought of...
Nvidia chips to China, Warner Brothers bidding war, cash ISA shake-up explained and secret spenders revealed
<p>In this week’s AJ Bell Money & Markets podcast, Charlene Young and Laura Suter are joined by AJ Bell’s markets expert Martin Gamble to unpack the biggest stories affecting investors. First, they look at Nvidia’s latest moves on chip sales to China [01:22] and the escalating bidding war for Warner Brothers [03:10]. Martin also highlights the top stories in this month’s Shares magazine [05:43]. </p> <p>Switching to personal finance, Charlene and Laura explain the changes to cash ISAs announced in the Budget [07:28], and Laura dives into new AJ Bell data revealing the nation’s “secret spending” habits [15:17]. </p> <p>Finally, we brin...
Why Google has become king of AI, Budget fallout, and major news for UK banks
<p>On this episode of the AJ Bell Money & Markets podcast, Dan Coatsworth and Danni Hewson discuss the ongoing fallout from last week’s Budget including the resignation of the head of the OBR. [2:00]</p> <p>They discuss the OECD’s judgement of the impact tax and spending will have on the UK economy over the next few years. The pair also chat about a new warning about AI and how a bubble bursting could have a significant impact on global growth. [10:55]</p> <p>The Bank of England has proposed the biggest rule change for UK banks since the financial cras...
Investment Trust show: outlook for gold and copper, potential safe havens if the stock market falls
<p>We’re back with December’s episode of the investment trust show, an AJ Bell Money & Markets bonus episode. This month, Tom Sieber discuss some interesting manager changes on Murray Income Trust and Crystal Amber. [02:14]</p> <p>Dan Coatsworth talks to Fundsmith’s Terry Smith about proposed changes to Smithson Investment Trust [09:45] and reveals more names being targeted by activist investor Saba [15:55].</p> <p>Hannah Williford chats to Ashley Thomas from Winterflood about some potential changes that could hurt the renewable energy sector. [19:05]</p> <p>The gold has had a brilliant year, so Dan talks to commodities expert Evy Hambro...
Breaking down the Budget: Cash ISA cuts, Lifetime ISA changes, dividend tax hikes and more
<p>AJ Bell experts Charlene Young and Dan Coatsworth react to Rachel Reeves’ autumn Budget in this special edition of the Money & Markets podcast.</p> <p>Financial markets were initially taken by surprise after the OBR report was leaked ahead of the chancellor’s speech, and Dan explains why gilts and equities moved in a certain way. He also dives into the reasons why banking and gambling shares saw big moves. [31:24]</p> <p>There was big news for anyone who uses salary sacrifice to make pension contributions. Charlene explains how the system will change from 2029. [07:35]</p> <p>The taxman is goin...
Should you worry about a stock market crash? This is what Terry Smith has to say
<p>Worried about the state of the stock market and the potential for a crash? You’re not alone as Dan Coatsworth discusses in this episode of the AJ Bell Money & Markets podcast. He looks at what’s happening in the UK and US markets, and why investors have reacted in a certain way. [01:35]</p> <p>Fundsmith chief executive Terry Smith is on the show to give his thoughts on the plethora of market worries. [08:04]</p> <p>Charlene Young explains why the economy and the markets are not the same thing. Especially in the context of recent poor growth figures, the...
Deep Dive #6: Are active fund managers a dying breed?
<p>The battle between active and passive managers has been going in earnest for over a decade now, and the passive machines are winning. In this Deep Dive, Laith Khalaf and Dan Coatsworth explore the active and passive fund landscape, and ask if there is a way back for active fund managers.</p> <p>Dan and Laith discuss why passive funds have become so popular and share some stats on fund flows and figures from AJ Bell’s Manager versus Machine report, which pits active and passive funds against each other. [01:01]</p> <p>Laith catches up with Craig Baker who ch...
No change to pension tax free cash, the FTSE 100 nears 10,000 and can Tesco’s old boss turn around Diageo?
<p>On this episode of the AJ Bell Money and Markets podcast, Laura Suter delivers some good news on pension tax free cash after it’s reported that the Chancellor won’t alter allowances at the Budget. [2:10] But with a merry-go-round of speculation every year impacting savers’ decisions, AJ Bell is calling for the government to take seriously its calls for a pension tax lock.</p> <p>As the FTSE 100 breaks more records and edges closer to the psychologically important 10,000 mark, Danni Hewson digs into what’s behind this latest run of good form. Spoiler: it’s not all good news. [4:4...
Tax hikes, M&S fights back, and why the robots are coming
<p>On this episode of the AJ Bell Money & Markets podcast, Dan Coatsworth and Danni Hewson discuss the Chancellor’s unusual pre-Budget speech. They assess how markets reacted to hints, but not confirmation, that taxes could rise. [1:50] The pair also discuss which taxes could go up and what that might mean for your pocket. [9:35]</p> <p>How much sparkle did Marks & Spencer lose from this year’ cyberattack? Find out as Danni and Dan unpick its latest results [12:45].</p> <p>Dan considers why high street retailer Primark might finally be spun out from its parent company. [17:45] He also explains why companies split...
Investment Trust Show: can big dividends make up for weak share price performance? The challenges facing renewable energy and infrastructure trusts.
<p>We’re back with November’s episode of the investment trust show, an AJ Bell Money & Markets bonus episode. This month, Dan Coatsworth and Hannah Williford dive into a dilemma facing the Manchester & London Investment Trust. [01:14]</p> <p>They chat about the pros and cons of portfolio concentration, and whether it is working for names such as Finsbury Growth & Income and Pershing Square Holdings. [04:39]</p> <p>Renewable energy and infrastructure trusts typically have generous dividends, but their share price performance has been patchy. Hannah talks to QuotedData’s James Carthew about the challenges and whether there’s a brighter future...
