AJ Bell Money & Markets

Tesla puts bitcoin into top gear, meet Lindsell Train’s rising star, Glaxo and Ocado get the thumbs down, and the future of annuities

This week’s podcast dives into the world of cryptocurrencies and explores why Tesla has jumped on the bitcoin bandwagon. Discover why shares in GlaxoSmithKline and Ocado fell on their latest updates, and why the FTSE 100 is treading water.

The team debate the future of annuities as investors look for sources of income in retirement.

This week’s special guest is Madeline Wright who explains her journey joining asset manager Lindsell Train almost straight out of university and how she now plays a key role with popular funds Finsbury Growth & Income and Lindsell Train UK Equity.

Madeline explains what she has learned from highly respected fund manager Nick Train and how her research into Prada and Experian resulted in Lindsell Train investing in both companies.

Presented by AJ Bell’s Dan Coatsworth and Laith Khalaf

Amazon drops a bombshell, the fund manager who avoids Faangs, and fading GameStop fever

This week’s podcast chats about what a change in CEO means for Amazon, together with a look at the retailer’s fourth quarter results and how other big-name US companies are either beating or missing earnings expectations.

James Spence from Cerno Global Leaders Fund joins the show to explain why he is one of the few fund managers running a global equities fund that doesn’t feature the Faangs (Facebook, Apple, Amazon, Netflix and Google). James offers his view on the markets over the next few years and the reasons why he invests in the likes of bicycle components group Shimano, the ‘brains of electric vehicles’ specialist Aptiv and precision engineer Renishaw.

AJ Bell’s pension expert Tom Selby is back on the show to answer another listener question on retirement savings. This time, it’s the turn of someone who wants to know if they can take money out of a workplace pension when they want and put it in a SIPP.

The team also discuss Moonpig’s impressive stock market debut and why it’s about time that ‘buy now pay later’ providers are facing stricter controls.

Why Gamestop shares have been going to the moon, whether amateur traders are fueling a stock market bubble, and 10 years of ISA returns

This week’s podcast explores how social media has led to a new wave of potentially inexperienced investors betting money on low quality businesses.

Reporting season has kicked off in the US and Dan talks through the results of two big beasts, Microsoft and Starbucks.

Tom Sieber, deputy editor of Shares, joins the show to look at the performance of markets in Asia and the UK, and the patterns emerging among FTSE 100 stocks.

It’s also the start of the ISA season with the tax year end coming up soon, so Laith looks at how cash ISAs and investment ISAs have performed over the last 10 years.

Presented by Shares’ Editor Dan Coatsworth and AJ Bell’s Financial Analyst Laith Khalaf

The Biden policies that matter for investors, value versus growth and options for someone with a workplace pension and a SIPP

This week’s podcast looks at what Joe Biden’s agenda means for investors as he becomes the new President of the United States. We also chat about some of the week’s biggest news on the markets including Netflix’s latest numbers, Wetherspoon raising more cash and signs of renewed interest in cruise ship operators.

We answer a listener’s question on managing their retirement savings and explain why there is some royal news in the world of pensions.

This podcast also features fund manager Matthew Tillett from Brunner Investment Trust who talks about value versus growth and opportunities he sees in the markets, including why he invests in housebuilder Redrow and banking group UBS.

Presented by Shares’ Editor Dan Coatsworth and AJ Bell’s Senior Analyst Tom Selby

Bitcoin frenzy, Brexit boost for UK stock, what to do with lockdown savings, and the billion-pound IPOs

It’s the two B’s this week on the podcast – bitcoin and Brexit – as we explain why the cryptocurrency is winning new fans and how the trade deal has given a boost to many UK stocks.

AJ Bell investment director Russ Mould explains the investment case for bitcoin, why the price has been going crazy, how to invest and what could go wrong.

The podcast also welcomes Alexandra Jackson, a manager at Rathbone UK Opportunities fund to talk about the impact of the Brexit deal on the markets, whether investors are too late to benefit from the green revolution, and why AIM stocks have been doing so well.

This episode also considers how a lot of people have more cash in their pocket as their social life has been ruined by lockdown, and how best to deploy that money.

If that’s not enough, the podcast considers why ASOS’s shares are sitting pretty and how Dr Martens and Moonpig could be worth billions of pounds if their plans go ahead to join the UK stock market.

Presented by Shares’ Editor Dan Coatsworth and AJ Bell’s Financial Analyst Laith Khalaf

Ex-pensions minister Steve Webb on big retirement issues, and the impact on markets from the Brexit trade deal, new lockdown measures and the Georgia runoff election

This week’s podcast features a chat with Steve Webb and Dan Mikulskis from Lane, Clark & Peacock about some of the big issues facing people in retirement today. They talk about changes to the way pensions are accessed, making sure your pension pot isn’t depleted too quickly, and finding decent sources of income.

Elsewhere on this week’s show, Dan weighs up the impact of some big news over the past fortnight that has impacted stocks and shares around the world. He examines the impact on the market of the Brexit trade deal, why new lockdown restrictions haven’t troubled investors, and why changes to the US political backdrop have had a sudden impact on tech stocks and bond yields.

Presented by Shares’ Editor Dan Coatsworth and AJ Bell’s Senior Analyst Tom Selby

Best performing investments in 2020, what’s on investors’ minds for next year and the European fund significantly beating the market

Discover the stocks, funds, ETFs and investment trusts that made investors rich in 2020. Dan runs through the most popular parts of the market and what might happen next.

Laith reveals the main things on investors’ minds as they look to next year. A survey of 2,000 people provides fascinating insight into how the public is thinking about their prospects for making money in 2021.

This week’s guest is fund manager Mark Denham from Carmignac whose European Leaders fund has delivered more than four times the return of the European market this year. He explains how this outperformance was achieved and why investors frustrated with lacklustre returns from parts of the UK market might want to look overseas for opportunities.

Presented by Shares’ Editor Dan Coatsworth and AJ Bell’s Financial Analyst Laith Khalaf

The investment case for AstraZeneca and Ocado, why governments and regulators are attacking tech firms, and the benefits of a workplace pension

This week’s podcast guest is Tineke Frikkee from Waverton who talks to Dan about why AstraZeneca and Ocado have been such important companies during the pandemic and what’s in store for both businesses in the future.

Dan looks at the latest events on the stock market including Doordash’s stellar IPO debut, Facebook and other tech firms in the firing line, and the latest in the bid battle for G4S.

Tom also considers the case of a 25-year old listener who has asked why they should bother with a workplace pension when they could enjoy the money today.

Presented by Dan Coatsworth and Tom Selby

Why markets already priced in a vaccine approval, stellar gains from AIM stocks in 2020, retail’s latest challenge and dealing with NS&I’s punishing rate cuts

The UK’s status as the first country in the world to approve Pfizer’s Covid vaccine failed to move stock markets on the day of the news. Listen to the podcast to find out why markets reacted in this way.

Tom Sieber from Shares magazine joins the show to discuss the reasons why the AIM market has done nearly as well as the US S&P 500 in 2020 and significantly outperformed large cap UK stocks in the FTSE 100.

The podcast looks at the large rate cuts on NS&I accounts and what savers can do to improve their situation. And the team also debate the latest in the retail sector after Debenham’s struggles and Arcadia going into administration.

Presented by AJ Bell’s Dan Coatsworth and Laith Khalaf

Picking future takeover targets, making sense of Sunak’s Spending Review, stock market optimism and deciding whether to use a Lifetime ISA or SIPP

This week’s guest is Stuart Widdowson, fund manager of Odyssean Investment, who talks to Dan about how four stocks from his portfolio have attracted takeover bids in the past year. He also runs through the attractions of Clinigen, Volution and RWS/SDL.

The podcast looks at the key points from the UK Chancellor’s Spending Review and what it means for the economy, jobs and the impact on savers and investors.

Tom answers a listener’s question on weighing up which savings wrapper to use: Lifetime ISA or SIPP.

And there is also the usual look at stock market movements over the past week, including a chat about Future’s bid for GoCompare, US markets hitting a new high and the reaction to the latest vaccine news. 

Presented by Shares’ Editor Dan Coatsworth and AJ Bell’s Senior Analyst Tom Selby