AJ Bell Money & Markets

Takeover fever, an inflation warning for cash savers and tips for the DIY investor from AJ Bell’s big boss

This week’s podcast takes a look at some of the skirmishes underway to snap up UK companies including Big Tobacco’s bid to get in on the wellness trade. 

Laura Suter checks out the latest US inflation figures and gives cash savers tips on how to beat the inflationary heat.

Dan Coatsworth chats to AJ Bell Chief Executive Andy Bell about investing for the first time and his tips for young risk takers.  We’ve also got copies of his new book to giveaway.

Plus, Danni Hewson and Jenny Owen on the surge in used car sales and the Mona Lisa of stamps.

The fund manager who got out before China sell-off, a defence company with a hidden jewel, and the junior bankers’ struggle for a big payday

This week’s podcast features Simon Edelsten from Mid Wynd Investment Trust on the sell-off in Chinese shares and why he decided to dump most of his Chinese holdings earlier this year.

Dan Coatsworth explores how the FTSE 250 index of UK companies is trading at a new record high, and he dives into the latest results from Greggs and Domino’s Pizza.

Stuart Widdowson from Odyssean Investment Trust talks about a fascinating company in the defence sector which is doing something very smart that a lot of people haven’t cottoned on to.

Laura Suter is back on the podcast and she talks about junior bankers being forced to work long hours in the pursuit of big paydays. She also reveals the serious amount of cash stuffed down the back of people’s sofas

Finally, Jenny Owen talks about film-related memorabilia that’s worth a lot of money. So, if you’ve got some Ghostbusters or Star Trek stuff in the attic, don’t miss this podcast.

Tech giants, China’s regulatory muscle flex and the best way to save for kids.

This week podcast looks at why some astonishing earnings figures from three American tech giants hasn’t delighted all investors and Dan Coatsworth digs into huge market falls in shares of Chinese companies listed on US markets and asks if Beijing has more muscles to flex and how that could impact investors.

Danni Hewson chats to Ged Futter from the retail consultancy GSCOP about rising prices and how companies like Reckit Benckiser will be looking to pass those onto consumers, plus he gives us his take on the deal on the table for Morrisons which hasn’t gone down well with the supermarket’s biggest shareholder.

We hear from Tom Wildgoose from Nomura about investing in Google and $13 billion dialysis group DaVita and Tom Selby is back with another pensions corner. This week’s listener question is focused on the best way to build up a savings pot for your children.

Stagflation haunts the markets, the outlook for gold, lasting power of attorney overhaul and Olympics treasures

This week’s podcast explains the reasons why stock markets have taken another hit.

Dan Coatsworth debates the perils of stagflation, the companies with supply chain disruption and margin pressures, and why strong Q2 numbers may not be enough to push up share prices.

We may be enjoying the summer sun, but Danni Hewson explains why you might need to plan ahead with your Christmas Day meal.

Nitesh Shah from WisdomTree joins the show to chat about why the gold price isn’t behaving as one might expect, and Dan talks to Mark Manduca from XPO Logistics about the challenges facing companies as they seek to move goods from A to B.

Lisa Webster from AJ Bell explains new plans to overhaul the power of attorney system, while Danni looks at the latest issues facing women’s state pension campaigners.

Finally, Jenny Owen looks at the Olympics memorabilia that sells for thousands of pounds.

Big wobbles, big banks and ten years of Lifestrategy funds

This week podcast looks at what was behind the recent global market slump and how rising inflation on both sides of the Atlantic might change the game going forward.  Danni Hewson assess whether the mask wearing conundrum might have a detrimental impact on retail and hospitality businesses and we also dig into how so-called “Freedom Day” has been impacting share prices across the board.

It’s earning season the sequel and big banks are, as ever, amongst the first to report and whilst earnings growth reported so far has been stellar as expected some US banks have seen big falls in revenues.  Meanwhile with the Bank of England has given the green light to UK banks to start paying out dividends once again we look at how well the sector has coped now economic recovery is underway.

Laith Khalaf is back to talk us through those Lifestrategy funds and finding out why they’ve performed so well over the last decade and what the next years might have in store. Plus, Dan Coatsworth chats to Kartik Kumar, the man behind investment trust Artemis Alpha about how he chooses which stocks to invest in and getting the low down on two that he’s particularly interested in right now.

Property special: housing market frenzy, top mortgage deals, Tritax’s warehouse boom and the future of property funds

This week we have a special edition of the Money & Markets podcast looking at the world of property.

Danni Hewson talks to consultant Alex Goldstein about the explosion in house prices, and Laith Khalaf asks David Hollingworth from London & Country for tips on getting a mortgage.

Dan Coatsworth interviews James Dunlop from Tritax on why warehouses have become prime real estate thanks to the surge in online shopping.

Ryan Hughes dives into the world of property funds and explains why recent fund suspensions don’t spell the end of investing in this space.

The podcast also debates why Morrisons has become a major takeover target and why oil prices are trading at their highest levels since 2014.

Green list but no green light for travel, pension nudges and your pot, plus are bonds in or out of fashion.

This week’s podcast assesses why the green list isn’t a green light for travel and looks at the impact of Joe Biden’s big infrastructure deal on markets.  Tom Selby checks out why government nudges to get more people getting guidance on their pensions could impact people accessing or transferring their pots.

With equities still flying high bonds have been feeling unloved but are they really out of favour with investors?  Dan Coatsworth has been talking to Rhys Davies from Invesco about whether they’re still a good bet for a long-term investment portfolio.

As the FCA bans crypto firm Binance from carrying out regulated activities in the UK we catch up with Ruffer investment director Duncan MacInnes to get his take on investing in Bitcoin.

And is taking out life insurance really a “pact with death”? We chat through some comments made on social media that’s got some people rather hot under the collar and ask what should people consider before buying a policy.

Levelling Up, a supermarket treat and what’s changed 5 years after the Brexit vote.

This week’s podcast looks at why markets are still jittery about inflation, Dan Coatsworth digs into a series of announcements from central banks and the latest economic data to assess exactly where things stand and how investors are responding.  We examine why British supermarkets have been a big temptation for private equity following a bid for Morrisons which saw its shares jump.  Will it become the big prize in a bidding war and are our supermarkets undervalued like many UK equities seem to be.

5 years on from the Brexit vote we catch up with AJ Bell’s head of active portfolios Ryan Hughes who gives us the low down on what’s changed, what hasn’t and what’s going on with businesses sentiment and foreign investment.   Danni Hewson chats with Henri Murison, director of the northern powerhouse partnership.  Brexit played a big part in Boris Johnson’s “red wall” victories but what’s going up with the levelling up agenda and how will having the new UK infrastructure bank based in Leeds change things.

Plus Tom Selby digs into all that pension speculation.  Is the triple lock in jeopardy, will the Treasury make changes to pension tax relief or the lifetime allowance or is it all just so much hot air? And Jenny Owen’s looking at numismatics as the Royal Mint celebrates the Tokyo Olympics with a new 50 pence piece.

Why inflation matters, UK football’s troubling finances and investing in overseas markets

Inflation is all the rage, so this week’s podcast looks at the factors driving up the cost of living.

Dan Coatsworth explore why wages could soon be going up and Danni Hewson looks at the companies in the firing line over big bonuses.

The podcast discusses the state of UK football’s finances and digests the latest news from Boohoo and Ashtead.

If you’re interested in investing in overseas markets then do not miss this week’s guest interview with Nicole Vettise from Franklin Templeton as she talks opportunities in Asia, ways to play the electric vehicle boom and why Alibaba’s multi-billion-dollar fine might not be a reason to panic.

Jenny Owen also looks at why cow poo is playing a major role in the rise of cryptocurrencies.

Global tax changes, investor activism and why financial stocks are back in vogue

This week’s podcast looks at how markets have reacted to big plans from the G7 to change global taxation and another crypto bounce as Bitcoin becomes legal tender in Venezuela.  Danni Hewson also digs through Andy Haldane’s assessment that the UK housing market is “on fire” and Dan Coatsworth mulls over the current spate of investor activism.

We get the low down from George Barrow, co-manager of the Polar Global Financials Trust on why financial stocks have been making a bit of a comeback and what investors should be looking out for.

Plus, with UK holidaymakers seemingly stuck at home for another summer what will it mean for Leisure stocks and how are airlines coping since Portugal came off the green list?