AJ Bell Money & Markets

US stocks, Tesla, capital gains tax shock and small cap guru interview

This week the podcast goes stateside and looks at the second quarter earnings season for US stocks, why everyone is racing to own a slice of Tesla, and why the presidential election could be bad for stocks if Joe Biden wins.

The team chat about the prospect of higher capital gains tax rates and Dan talks small caps, Games Workshop and much more with fund manager Harry Nimmo from Standard Life Aberdeen.

Presented by AJ Bell Personal Finance Analyst Laura Suter and Shares’ Editor Dan Coatsworth.

Mini-Budget special: what the Chancellor’s giveaways mean for your money, Boohoo’s problems mount up and why Halfords is pedalling backwards

This week we’re talking about Rishi Sunak’s efforts to fire up the property market, revitalise the hospitality industry and make our homes green. Dan, Laura and Tom give their views on the policies and whether it will make a difference to your wallet.

The other big story is the controversy around Boohoo which has seen its share price halve in value. This has huge implications for other companies with poor ethical standards, as the team discuss in this week’s podcast.

Presented by Shares’ Editor Daniel Coatsworth, AJ Bell Analysts Laura Suter and Tom Selby

This year’s winning and losing investments, the art of shareholder activism, boardroom coups, the soaring gold price, cryptocurrencies still in demand, and mortgage approvals nosediving.

It’s a bumper podcast this week with Laura and Dan bringing all the important news for anyone interested in investing and personal finance.

This episode looks at how markets behaved in the first half of 2020, revealing where in the world investors could have made the most money and the parts which weren’t so good.

Dan talks about chaos returning to Petropavlovsk, Redrow’s Help to Buy plea, the latest on Tesco and Sainsbury’s, Scottish Mortgage’s big move and why gold has hit its highest level since 2011.

This week’s guest interview features Joe Bauernfreund from Asset Value Investors on how to make companies change their ways through activist investing.

The podcast also debates why a large part of the country is obsessed with cryptocurrencies, what we can learn from the latest mortgage approval figures and why some banks are stepping up the fight against fraud.

Presented by AJ Bell’s Personal Finance Analyst Laura Suter and Shares’ Editor Dan Coatsworth

What investors think of pubs, parks and cinemas reopening, the latest twists and turns in the property market, and the income fund manager who has managed to dodge most of the dividend cuts

Dan and Laura look at the leisure sector and what companies will have to do when they reopen from 4 July. They also discuss how share prices in the sector have fared and what the market has been pricing in.

The latest activity in the property market suggests more people are struggling to get a mortgage. Listen to the podcast for insight into this trend.

Finally, don’t miss this week’s guest, Ian Mortimer from Guinness Asset Management, who explains how he has managed to avoid most of the problems clouding income fund managers.

Presented by Shares’ Editor Dan Coatsworth and AJ Bell’s Personal Finance Analyst Laura Suter

When to sell your stocks, the fading biotech rally, big news for BooHoo, Domino’s Pizza and Best of the Best, and what negative interest rates mean for you

This week’s guest is Bertie Thomson from Brown Advisory who talks about how he deals with losing trades and what to think about when it comes to selling investments.

Dan and Laura chat about the latest figures on our everyday living costs and whether you might have to pay to store cash in a savings account.

They also look at the latest stock market movements, chat about the AIM market which celebrates its 25^th birthday, and why there is a mixture of good and bad news from clothing retailer Boohoo, takeaway food seller Domino’s Pizza and car competitions group Best of the Best.

Presented by Shares’ Editor Dan Coatsworth and AJ Bell’s Personal Finance Analyst Laura Suter

Why stock markets have rallied, outlook for house prices, investment trusts cutting dividends and getting your will sorted in lockdown

This week’s podcast discusses the big rebound in share prices since March and what could happen next. The team chat about the UK property market and what the latest figures are telling us. Dan explains why many investment trusts aren’t as reliable as people think for income, and Laura talks to Kay Ingram from adviser firm LEBC about the importance of having a will.

Presented by Shares’ Editor Dan Coatsworth and AJ Bell’s Personal Finance Analyst Laura Suter

Coping with debt: a special podcast on how personal finances have been affected by coronavirus

We take a deeper look into how the pandemic has caused a divide with people’s finances. Some are saving more money and others are taking on more debt.

Dan and Laura debate new data on money habits during lockdown and Clare Seal shares her story about how she managed to get out of a serious debt problem.

Presented by AJ Bell’s Personal Finance Analyst Laura Suter and Shares’ Editor Dan Coatsworth

Shop reopening plans drive stock market rally, future for property funds, Boohoo’s problems, paying less tax and fairer rights for retail investors

Join us for a chat about consumer-facing stocks soaring on Government news and a negative report on clothing retailer Boohoo.

This week’s guest is Ryan Hughes from AJ Bell’s investment team who talks to Laura and Dan about problems in the property market and why many fund companies are lining up the next managers for their products.

Find out why we’re all paying less tax and why there is relief for many mortgage borrowers across the country. Anand Sambasivan from PrimaryBid is also on the show to talk about better access for retail investors to discounted share placings.

Presented by AJ Bell’s Personal Finance Analyst Laura Suter and Shares’ Editor Dan Coatsworth

Where to still find dividends, how Evenlode is managing its global income fund portfolio and the biotech stocks delivering 200%+ gains

This week’s podcast is an income special. Dan and Laura talk about the sectors still paying dividends in a sea of cuts, what might happen to income funds, and they chat with Ben Peters from Evenlode Global Income Fund about how he is making portfolio changes in a dividend-starved world.

The podcast also discusses how investors have flocked to biotech stocks and why the cost of living is falling in the UK.

Presented by Shares’ Editor Dan Coatsworth and AJ Bell’s Personal Finance analyst Laura Suter

The future of air travel, claiming refunds for cancelled holidays, impact investing and reviewing your health and life insurance during Covid-19

This week’s podcast considers the investment case for airlines and how the industry is to going to get through the global pandemic. The team also discuss the process for getting a refund on flights and holidays that you haven’t been able to take.

The podcast also has two guests: Kay Ingram from LEBC chats about protection planning during the crisis and Simon Chisholm from Resonance talks about investing in companies trying to solve social problems.

Presented by AJ Bell’s Personal Finance Analyst Laura Suter and Shares’ Editor Dan Coatsworth