AJ Bell Money & Markets

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

Picking stocks like a pro, investments relevant to the UK’s 2030 ban on new petrol and diesel cars, Tesla in demand again and potential capital gains tax changes

This week’s podcast guest is ex-hedge fund partner Stephen Clapham who shares his wisdom on finding information to help with investment decisions.

Dan chats about the market’s reaction to more vaccine news and the latest in the punch-up between EasyJet and its founder Stelios Haji-Ioannou. He also runs through the stocks and funds that are relevant to the UK’s acceleration towards electric vehicles, and he explains why tracker funds are racing to own shares in Tesla.

Laith runs through some new developments on potentially changing UK capital gains tax rates.

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

Making sense of the vaccine-inspired market rally, the expert view on investing in India, and the pension manager closing the door on poor ESG-scoring firms

On the podcast this week: how Pfizer’s vaccine news shook up stock markets and triggered the biggest one-day rally in a long time. Dan considers the winning and losing trades of the day and what it means for investors going forward.

The guest interview features David Cornell who manages India Capital Growth Fund. He talks about India’s reputation for corruption, how the country is making big improvements, changes to his fund and how he finds opportunities.

Tom answers a listener’s question on salary sacrifice and Laura is back as the show celebrates a milestone achievement.

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

What Biden’s victory means for investors

In a special podcast, Dan and Laith look at the market reaction to Joe Biden beating Donald Trump in US Presidential Election.

They consider the movements on global stock markets, the sectors that have responded the most and why, and what it means for global trade and relations between the US and China.

You can also hear why the shift from quality to value stocks has quickly reversed, what’s next with US government spending plans and Biden’s new tax regime. Finally, the team consider what might happen as we go into 2021.

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

Election tension triggers wild market swings, new financial support measures for latest lockdown, and Buffett disciple gives inside track on trust setback and new global fund plan

This week’s podcast looks at how markets reacted as the voting results started rolling in for the US Presidential election and how many investors were caught off guard. It also discusses how many UK investors have suffered from not having a large exposure to US stocks in recent years.

Laith outlines the financial support initiatives for individuals and businesses as England goes back into lockdown.

And Dan talks to Keith Ashworth-Lord about why the Buffettology small cap investment trust failed to get off the ground, why he doesn’t copy Warren Buffett’s every move, and how overseas markets will be the focus for another fund launch.

Interview special: Baroness Ros Altmann on why the UK is facing a long-term care crisis

In this special edition of the podcast, AJ Bell senior analyst Tom Selby speaks to former pensions minister Baroness Ros Altmann about long-term care in the UK, the impact of Coronavirus on the sector and why the system is in urgent need of reform.

Fundsmith’s 10-year anniversary, Netflix’s big miss, outperforming ethical funds, Government clamp down on pension scams and Murray Income’s £1 billion merger

This week’s podcast looks at how Fundsmith Equity has become one of UK’s most popular funds as it prepares to celebrate its tenth birthday.

Dan chats about the rally in the pound on Brexit trade talks, more consumer goods companies beating earnings expectations, Netflix failing to hit growth forecasts, and Trainline’s CEO stepping down.

AJ Bell’s Rachel Vahey joins the podcast to chat about good news for people saving into a pension and why the Government is taking a serious look at pension scams.

Laith has a look at the performance stats for ethical funds and why a record amount of money is flowing into this space.

Dan also chats to Murray Income Trust’s chairman Neil Rogan about the planned £1 billion merger with Perpetual Income & Growth Trust.

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

Tech stocks bounce back, smaller company investing, China’s dominance of emerging market indices and should you be allowed early pensions access to buy a home?

This week’s podcast looks at the latest action on global markets including a new rally in US tech stocks and how the UK’s AIM market is soaring ahead. Dan has updates on ASOS, Barratt, Bunzl, Round Hill Music and an Italian Instagram star hoping to float herself on a stock market.

AJ Bell’s Laith Khalaf talks about the appeal of investing in smaller companies. His colleague Ryan Hughes also joins the show to debate whether China is becoming too big in emerging market indices and if it should be viewed as a standalone entity from an investment perspective.

Finally, Tom and Dan chat about a new proposal to let younger people dip into their pension savings to help them get onto the housing ladder and all the problems that might cause.

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

Companies that use data well, state pension age change, Boris’ latest leg-up for property buyers, and market see-saw on Trump debacle

This week’s podcast features an interview with former Game Group boss Ian Shepherd how companies succeed or fail with using data to drive profits.

Find out about important changes to the state pension and how the taxpayer might have to take on some mortgage-related risk in Boris Johnson’s new plan to help people onto the housing ladder.

The team analyse the stock market reaction to Donald Trump catching coronavirus and then delaying an important stimulus debate.

Dan chats about new signs that value investing is in demand, as well as talking about the problems with Cineworld and why airline stocks reacted positively to speculation of quarantine rule changes in the UK.

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