AJ Bell Money & Markets

Investors focus on Ukraine

On Money and Markets this week Dan Coatsworth and Danni Hewson assess what the situation in Ukraine could mean for markets, from soaring oil to falling share prices – as investors figure out which sectors stand to lose from increased sanctions. 

We also assess the latest financial updates from UK banks, and Dan chats to Neil Shelton from GXO – a huge name in global logistics – about all those supply chain issues we’ve heard so much about. 

You’ll learn how can you make money from music if you’re not a talented musician, as Paul Flood from Newton Investment management joins Danni to talk streaming and where investors can find opportunities. 

We also look at why house prices have jumped by the biggest amount in over 20 years despite rising interest rates. And Laura Suter catches up with Stephen Holiday, the boss of financial app Level, who thinks your employer might be able to help you with your saving goals.

Fund manager stock ideas for an inflationary world, environmental tracker funds and big changes to UK stamps

Dan Coatsworth talks to Ken Wotton, manager of the Gresham House UK Multi Cap Income Fund about two companies which he believes could help consumers deal with inflationary pressures – Moneysupermarket.com and B&M. 

Laura Suter looks at the latest UK figures on the cost of living, and she explains why anyone who has been hoarding stamps for future use will need pay a visit to the Post Office to exchange them for new bar-coded ones.

Get the latest update on global markets, with Dan looking at the impact of tensions between Russia and Ukraine on stocks and shares, the latest numbers from Airbnb, and a warning from Heineken about pushing up prices.

Chris Mellor from Invesco explains how investors can access environmental themes using tracker funds, and Laura looks at UK green bonds where rates have become more generous. 

Finally, Dan talks with Simon Collins from Konexo about the rise of Dear CEO letters in the banking and insurance space, and why they are important.

Energy company windfalls, how to solve rising mortgage costs, holiday joy and a strange retail tie-up

On this week’s podcast, Laura Suter and Danni Hewson look at the energy market, where massive profits for big firms contrast uncomfortably with the nation’s steeply increasing gas and electricity bills.

We also discuss the risk of Meta brands Facebook and Instagram disappearing from Europe, and holiday chat makes a long-awaited return as the travel markets heats up again.

Elsewhere, Dan Coatsworth chats to Artemis Positive Future, a new fund that’s been caught up in the recent market sell-off. And Laura speaks to mortgage guru David Hollingworth about what last week’s interest rate rise means for homeowners.

Alphabet’s split, Rio Tinto’s incendiary report and round the world ends in Asia

On this week’s money and markets podcast Danni Hewson is joined by Tom Sieber from shares magazine to discuss what was almost the worst January ever for the tech heavy Nasdaq.   Whilst many tech mega caps have fallen foul of market volatility Alphabet’s managed to escape largely unscathed after a seriously upbeat trading statement and the announcement of a 20:1 stock split that could make the tech giant’s shares affordable for retail investors.

Mining giant Rio Tinto gave a master class in delivering bad news, Danni and Tom discuss how the report into toxic working practices was received by investors and how other miners might use it as a blueprint for delivering change as more focus is placed on ESG. Dan Coatsworth delivers our final round the world master class chatting to the manager of the Crux Asia ex-Japan Fund Ewan Markson Brown about the opportunities in Asia. 

Tom Selby tackles the thorny issue of how to find missing pensions and if you should consolidate them once you’ve tracked them down, plus Laith Khalaf and AJ Bell’s Chief Investment Officer Kevin Doran about the future of Bitcoin and other crypto currencies.

What the great rotation in markets means for Scottish Mortgage and Fundsmith, and a surprising first-time buyer boom

This week’s Money & Markets looks at the big rotation that’s happening in markets, as the tech giants fall out of favour and banking stocks are back in vogue. We talk to AJ Bell’s Ryan Hughes about what this means for big funds like Scottish Mortgage and Fundsmith, and how investors should react. We also hear from Temple Bar’s Ian Lance about the stocks that have been benefitting from this switch.

Dan Coatsworth and Tom Sieber are back with the European edition of their Round the World investing series, talking to Sam Morse from Fidelity about the region’s prospects. Elsewhere Laura Suter looks at some surprising figures on how many first-time buyers have been getting on the property ladder.

And the team have a very exciting announcement and competition for the listeners. So make sure you don’t miss that.

Inflation soars, takeover deals galore and the latest crypto crackdown

Inflation is dominating the headlines, so this week Laura Suter and Danni Hewson look at what the latest figures tell us and how they match up with wage figures. We also delve into the markets – this week saw deals galore, featuring the likes of Microsoft, Unilever and Boots. 

Pensions guru Tom Selby sifts through the latest pension announcements, including plans to make us all get more help deciphering pensions, and the eye-watering tax bills many pensioners are facing.

Also this week, Dan Coatsworth and Tom Sieber are back with our Round the World investing series. This time they stay closer to home and look at the UK – speaking to NinetyOne fund manager Simon Glazier to get his hot tips on the market. And Jenny Owen is back to tell us what the nation’s ideal job looks like, and we also look at the latest crackdown on the cryptocurrency market.

Discover why tech stocks had a bad start to 2022 and why value investing is now back in fashion.

Dan Coatsworth and Tom Sieber kick off a new series looking at ways to invest around the world. This week’s episode focuses on the US market, and features Artemis US Select Fund manager Cormac Weldon with his view on the region and outlook for 2022.

Elsewhere, Danni Hewson looks at the latest inflation figures. She also explores the share price recovery in travel companies, and she talks to Jenny Owen about car prices.

Finally, Dan dives into the latest annual shareholder letter from Fundsmith Equity manager Terry Smith, who has a few choice words to say about Unilever.

Big finance changes in 2022, fund manager mistakes and Apple’s $3 trillion valuation

In the first podcast of 2022, we look at the big changes coming for your wallet this year, including tax tweaks, certain £50 notes becoming obsolete, and rising train fares. Laith Khalaf is on to discuss what happened with the markets over the Christmas period, and he also discusses the world’s first $3 TRILLION company.

Tom Selby joins us to talk potential changes to when we can collect our old-age pension. And although fund managers are always keen to talk about their success stories, Tom Sieber talks to some about the investments that didn’t go to plan for them in 2021, including James Henderson and Murray Income manager Charles Luke.

Investment review of the year: what did well and what bombed? And what will 2022 bring?

In the final podcast of the year, Laura Suter, Dan Coatsworth and Tom Sieber discuss how investors fared in 2021, and pick out the year's best and worst performing investment trusts. Looking forward to 2022, we also round up leading fund managers – including Blue Whale’s Stephen Yiu and Michael O’Brien from Fundsmith – to talk about the stocks they’re putting their money behind.

Jenny Owen is back with Mad Money, looking at the millions you could have made investing in mad trends this year. And Dan and Tom get misty-eyed looking back at the great investment stories of the year, including Dan’s favourite clothes shop soaring and Elon Musk’s ridiculous antics.

Retailer joy, Evergrande update, Lifetime ISA special and bridging the investing gap

On this week’s episode, Danni Hewson talks about the impact Omicron is still having on markets – in particular, what it means for a potential interest rate rise next week – but has some positive news for us from retailers. We also look at the ongoing Evergrande saga, and how China is managing the issue.

Laura Suter talks about how rising house prices are particularly hitting Lifetime ISA savers, and may leave them with a hefty bill, while Tom Selby assesses how LISAs stack up against a pension as a retirement savings option, in Pension Corner.

As Christmas gets closer, we also look at the monetary gifts people are planning to give this year, and who is keeping gift cards alive. And Laura speaks to Prakash Chandramohan from TISA about how more younger people can get into investing.