AJ Bell Money & Markets

Dan Coatsworth explains why stocks and shares continue to have a bad time and what might happen next. He also chats about takeover activity in the tobacco and property space, and why e-commerce companies have something to worry about.

The UK continues to be fascinated by property prices, and we may now be at a turning point after several years of soaring activity. Laura Suter talks to Guy Harrington from property loan group GlenHawk about what he’s seeing in the market.

And if you’ve ever wondered how analysts come up with buy, hold or sell ratings and how they create share price targets, don’t miss this episode, as Dan explains how it all works. Laura also has some important information on scams which featured in the Queens Speech. 

On this week’s podcast, the big theme is rate hikes – in the UK, the US, and Australia. Danni Hewson also runs through all the markets news, including the impact Amazon’s results had on the US markets, and those calls for a windfall tax on the oil companies.

Sticking with the energy company theme, Laura Suter delves into rumours of suppliers hiking direct debits by more than is fair – and tells you what to do if you’ve been a victim. And she’s starting her mini-series on how to get the most from your bank, kicking off with the best bank accounts for perks.

If that wasn’t enough, Tom Sieber interviews Jupiter Green trust – an environmental solutions-focused fund – about greenwashing and the impact of the Ukraine conflict on global net zero ambitions.

On this week’s Money & Markets, Dan Coatsworth and Danni Hewson pull apart Elon Musk’s Twitter takeover plans. We look into his plans to pay for the platform, what he wants to do with it, and shareholder concern that Musk may be forced to sell some of his stake to finance his new venture. And looking over the first updates from ‘MAMAA’ stocks, we find it’s a mixed bag, with a sting in the outlook.

With markets volatile over concern about more China lockdowns, Dan discusses investing in Asia. He casts his eye over Vietnam Holding – the fourth-best performing investment trust of all geographies, sectors and styles in 2021. And he gets the lowdown from Craig Martin, chairman of Dynam Capital, which makes all the portfolio decisions from the Trust.

Also this week: Tom Selby hosts pensions corner – about the state pension, and when and how you qualify for pension credit. Plus, with another survey showing people are cutting back on their personal spend, should we actually be bullish about the retail sector long term?

Laura Suter talks to Emma Keywood about why AJ Bell has launched a new investment app called Dodl and how it might help people getting started with stocks and funds.

Dan Coatsworth debates the problems facing Netflix and what it needs to do next. He also chats to Steven Tredget from Oakley Capital about the world of private equity and why more people are interested in this part of the investment universe.

Laura gives some money-saving tips for travel fans, while AJ Bell’s Russ Mould joins the show to talk about the pros and cons of share buybacks.

On this week’s podcast we’ve got the latest inflation data, with Laura and Danni explaining what it means for us all. We also look at how companies are handling rising prices, from Tesco’s aisles to Asos’s online orders.

Danni has the latest on another U-turn in the Elon Musk Twitter saga, and we check in on how the Easter travel chaos is panning out.

We’ve also got two fund manager interviews for you. First, Danni chats to infrastructure investments specialist Giles Frost, at International Public Partnerships Infrastructure investment trust, about how his sector could be ideal in a high inflation world. And Dan talks to small companies pro Paul Marriage, from Tellworth, about how to spot the next big thing.

Finally, Jenny Owen discusses people getting chips under their skin so they can pay for goods in shops using just their hands. 

On this week’s Money & Markets podcast, Dan Coatsworth and Danni Hewson discuss Elon Musk’s newly acquired stake in Twitter and whether his appointment to the board will result in more changes than just an edit button. Dan digs into Moonpig’s uplift to its revenue outlook and Danni wonders who might be in the market for occasion wear retailer Ted Baker. 

The team also discuss the week’s volatility, with markets spooked by more Russia sanctions being on the table, and comments from Fed chair Lael Brainard that stronger action might be needed to curb US inflation. Laura Suter chats to Simon Stickney from Collidr about whether you can ever actually time the market, and we hear from Adrian Ash from BullionVault about whether gold is still the go-to safe haven, or if investors are looking at Bitcoin as an alternative. And on the subject of gold, Jenny Owen tells us how the Royal Mint’s looking to turn your old phone into the shiny stuff.

This week, Laith Khalaf brings us the latest markets news, including markets bouncing on potential Ukraine peace talks and Barclays taking a £450m hit to profits. Laith and Laura Suter also crunch the numbers on how much Rishi Sunak’s tax changes are actually going to cost you over the next few years.

We also discuss Neil Woodford’s former protégé Mark Barnett making a return to fund management, after a year out. And Laura looks at a new savings account that actually pays an interest rate above 1% – but there’s a catch.

Also on this episode, Dan Coatsworth has an interview about how the energy price cap and Russia/Ukraine crisis has impacted the energy industry.

And finally, Laura and Tom Selby have a Lifetime ISA special, answering all of your questions about the end of the tax year. 

Danni Hewson and Dan Coatsworth give their reactions to Rishi Sunak’s Spring Statement, including the potential winners and losers from his announcement. Consumers, pensioners and businesses are all affected.

Dan has good news for investors who remained patient throughout the recent global stock market sell-off, while Laura Suter gets some tips from RSM tax director Kate Aitchison on understanding HMRC’s tax rules and where people often get caught out.

And Neil Shah from Edison Research is on the podcast to talk about the challenges facing London as the preferred destination for companies floating on the stock market.

On this week’s Money & Markets podcast, Danni Hewson is joined by Tom Sieber from Shares to discuss another volatile week for markets – facing not just the situation in Ukraine but another Covid lockdown in China. Tom explains the moves made by the Chinese government after shares tumbled in response, and Danni examines what’s going on with the oil price as various governments seek to shore up security of supply.

As fuel prices rise at the pump, many motorists might be thinking about making the switch to an electric vehicle.  The boss of one charging company has suggested the switch will bring about the end of petrol stations as we know them. To find out more about the opportunities this may bring, Danni catches up with Andrew Jones, CEO of London Metric Property PLC, which is taking major steps forward when it comes to installing charging points on their properties, particularly their retail parks.

And as the new tax year rushes towards us, our Head of Personal Finance Laura Suter and AJ Bell YouInvest’s pensions and savings expert Charlene Young get together to answer all of your ISA questions.

This week’s podcast explores how the latest events in Ukraine have moved global stock markets and how the war will have a big impact on the cost of living in the UK.

Dan Coatsworth chats about some of the companies on the UK market which you might not realise have exposure to Russia. And Danni Hewson also talks to Neil Shah from Edison Research about companies severing ties with Russia.

The podcast also explores the metaverse – Dan interviews Zehrid Osmani about this buzzword and how he's playing the theme via the Martin Currie Global Portfolio Trust.

Finally, Laura Suter chats about Post Office accounts and how to beat forthcoming changes to dividend tax.