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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Investing in weight-loss drugs, and why everyone’s talking about student loans
<p>On this episode of the AJ Bell Money & Markets podcast, how financial markets reacted to speculation around the future of Keir Starmer as UK prime minister. [02:00] </p> <p>Dan Coatsworth and Tom Sieber unpack the latest results from Shell, BP and Barclays. [05:05] </p> <p>AI has haunted parts of the stock market once again, with financial comparison websites and insurance brokers the latest victims as investors fear major disruption to their business. [11:12] </p> <p>There was some remarkable news in the pharmaceutical space as Novo Nordisk battled Him & Her’s amid controversy around the launch of copycat weight-loss drugs. The p...
Space X buys Xai, a new boss for Disney and why NS&I premium bonds are so popular
<p >On this week’s episode of the AJ Bell Money and Markets podcast Danni Hewson and Laura Suter dig into what has been another action-packed week with Space X buying fellow Elon Musk vehicle Xai ahead of the companies anticipated IPO [01:32]. Danni checks out why Anthropic’s new AI tools resulted in a global sell off in companies like Sage, Pearson and Legal Star [06:33]. Disney delivered a crowd-pleasing update, but it was all about the exit of CEO Bob Seager and whether this handover will be smoother than the last [10:16]. Plus, Walmart becomes the first retailer to hit a $1 tril...
Investment Trust Show: Getting rich from healthcare
<p>Welcome to the monthly bonus episode of the AJ Bell Money & Markets podcast all about investment trusts, presented by Dan Coatsworth and Hannah Williford. </p> <p>The pair discuss the outlook for activist investors in the investment trust space, the extent to which Saba is involved in the industry, and who could be the next targets. [02:05] </p> <p>Dan talks to Ed Cartright, CEO of Arcus Investment, about a desire to replace the manager at Baillie Gifford Shin Nippon and take over running the trust. [15:13] </p> <p>This episode’s big theme is the healthcare space [25:37]. Dan talks to Garet...
Gold glitters, rates loom and Ryanair costs rise
<p>Charlene Young and Danni Hewson are your hosts in a week where gold and silver continue to take centre stage, with new data highlighting gold’s status as the ultimate safe haven over the last decade (04:15). Danni runs though the latest business and travel news, including pub business rate relief, Boeing picks up its aircraft deliveries, higher fares at Ryanair and the impact of US storms on airlines (09:15). Attention then turns to the US Federal Reserve’s interest rate decision and why President Trump’s upcoming pick for the next Fed chair could be just as market-moving (21:15).</p> <p>In Pen...
Buy and sell ratings on stocks: do they ever work?
<p>This episode of the AJ Money & Markets podcast explores the world of shares, pensions, property, wills, and much more. </p> <p>Dan Coatsworth examines how financial markets have reacted to Donald Trump’s threats to take over Greenland. Gold is closing in on $5,000 per ounce as investors seek assets that have historically protected people in tough times. [03:21] </p> <p>We’ve just had the second FTSE 100 takeover bid of 2026, and we’re only weeks into the new year. Dan talks about the bid for Beazley, and the downside if it disappears from the UK stock market. [07:16] </p> <p>When the pensi...
Deep Dive #7: How to invest if you're afraid of Market crashes?
<p>In this deep dive episode, Laith Khalaf and Tom Sieber dig into the world of cautious investing, and ask how you can invest if you’re afraid of stockmarket crashes.</p> <p>Laith and Tom debate the merits of cautious investing and how bad a market crash can be for your wealth. [00:09]</p> <p>Laith talks to Stefani Williams, a financial adviser with Holden and Partners, about how she assesses her clients’ risk profiles. [8:50]</p> <p>Laith and Tom discuss tips for cautious investors. [19:25]</p> <p>Tom catches up with Alastair Laing, the manager of the Capital Gearing Trust. [40:40]</p> <...
Record market highs, Scottish Budget changes, ISA rumours and our Rightmove obsession
<p>On this week’s AJ Bell Money & Markets podcast, Charlene Young and Laura Suter take a detailed look at the stories shaping markets and personal finance. Tom Sieber joins the show to explain why global markets, including Japan’s Nikkei and gold, are hitting record highs [03:55]. And shares the latest results from Whitbread. [01:00] We then explore the Scottish Budget announcements, discussing the changes that matter for investors in Scotland and how they could have wider implications across the UK. [11:52] Next, we cover the latest cash ISA rumours and what potential changes could mean for savers. [16:57] </p> <p>Dan Coatsworth speak...
The FTSE 100 passes 10,000 and is 2026 the year of the Mega IPO
<p >On this week’s episode of the AJ Bell Money and Markets podcast Dan Coatsworth and Danni Hewson discuss what’s powering markets, including the FTSE 100, to record highs [3:00]. They consider what US action in Venezuela might mean for markets, and particularly US oil companies like Chevron and the global oil price [7:15]. They discuss at which sectors that did particularly well in 2025 like gold, silver [15:00] , defence stocks like Rheinmetall and BAE Systems [17:00] and Nvidia’s AI domination as it unveils self-driving tech. [19:30]</p> <p >Whilst London’s blue chip broke records the IPO pipeline in the UK was patchy, Dan consi...
Investment Trust Show: What 2026 might hold for tech and is private equity worth a spot in your portfolio?
<p>We’re kicking off the New Year with the latest bonus episode of the AJ Bell Money & Markets all about investment trusts. To kick things off, Hannah Williford speaks to QuotedData’s James Carthew about a merger proposal gone wrong. [02:28] </p> <p>Dan dives into the tech world with Mike Seidenberg from Allianz Technology Trust to scope out what 2026 might hold and how the industry is evolving in China. [17:40]</p> <p>AJ Bell’s Martin Gamble and Tom Sieber pick apart the Aurora UK Alpha Investment Trust and its Warren Buffett-inspired strategy, which has a particular stock picking process. [37:21]</p> <p>Fi...
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...
