AJ Bell Money & Markets

Wealth tax to pay for coronavirus costs, the role of property in thematic investing, Lifetime ISA changes and why savers have been hit again

This week’s podcast asks what a wealth tax would mean for the UK and how it could be implemented. The team give some good news for people with Lifetime ISAs and reveal why Santander’s 123 account has lost its charm.

Tom Walker from Schroders joins the show to explain why data centres are the new beachfront property and Peter Askew from T Bailey chats about whether the coronavirus is going to alter some of the big investment themes.

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

The world of small caps, markets bouncing back, companies returning to work, changes to income funds, and free financial help

This week’s podcast talks about the rally in stocks as investors grow more optimistic. The team talk about housebuilders and retailers opening shop again and how that’s influencing share prices. They also discuss an important change to income funds battling a major freeze on company dividends.

Discover where to get free financial advice as a group of experts offer help during the pandemic. And this week’s guest is fund manager Anna Macdonald from Amati who chats about the small caps she’s been buying and selling.

The slump in the oil price, retail investors locked out of share placings, and how to spread your money around in the current crisis

This week’s podcast explains why oil prices have been plummeting and whether that is good news for consumers. 

The team discuss the £4 billion fundraising by 80 companies since March and why retail investors aren’t being allowed to join the party.

They also respond to a listener request on the importance of having a diversified portfolio, and talk to Liontrust’s John Husselbee about how multi-asset funds can play a role in this.

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

Safe haven funds in a crisis, mortgage holidays, the perils of pension withdrawals and inside AJ Bell’s Covid-19 reaction

In this episode we look at how Absolute Return funds have performed and how you can tell which will be the stable providers of positive returns. We also look at why there is a peak in pension withdrawals and the things you need to look out for before you take a pension income for the first time.

As the number making use of mortgage holidays during Corona-virus hits 1.2m people we talk about what it really costs, and we’re joined by Andy Bell, chief executive of AJ Bell, to talk about how the company has reacted to Covid-19 and the new charitable fund it has launched.

Presented by AJ Bell analysts Laura Suter and Tom Selby

Shares racing higher, how to prepare your finances for a recession, companies doing good and why people are taking out longer mortgages

This week’s podcast teaches listeners how to prepare for tougher economic times, such as managing debts and getting better deals on savings and insurance.

The team explain why airlines, oil companies and retailers have seen a massive share price surge and what to expect next.

You can also learn how companies and company bosses are doing their bit to help staff, communities and the NHS.

And finally, don’t miss a chat about the property market and why people are extending their mortgage past retirement age.

Presented by Shares’ Editor Daniel Coatsworth and AJ Bell’s Personal Finance Analyst Laura Suter. This week’s guest is David Hollingworth from mortgage broker L&C.

Why banks have got a bad reputation, how fund managers are changing their portfolios to cope with coronavirus, the mortgage market grinds to a halt, and a new wave of scams.

This week’s podcast gives you the latest insights into how markets are faring, why dividends keep being cancelled, and how fund managers are reshaping portfolios and whether this is good or bad for investors.

Brand Finance’s Declan Ahern joins the show to talk about how banks can try to improve their reputation and the team reveal why the property market is being hit by a lockdown on certain types of mortgage lending. There is also a warning about an elevated number of scams linked to coronavirus relief payments.

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

Central banks to the rescue, stocks bounce back, and the key ways to get help with your finances

This week’s podcast explains the measures taken by central banks and governments to help markets, businesses and individuals. The team discuss why so many stocks are now rising and what to look for when judging the sustainability of the market recovery.

The podcast also runs through all the help from banks and government on repayments for mortgages, credit cards and loans, accessing savings, childcare costs, and paying your council tax and energy bills during the coronavirus crisis.

This week’s guest is Russ Mould, Investment Director at AJ Bell.

Money & Markets is presented by AJ Bell Personal Finance Analyst Laura Suter and Shares’ Editor Daniel Coatsworth

We’ve found some good news on the markets! Sectors in demand, company bosses buying shares, assessing the damage among funds, and shopping for gin

It’s not all doom and gloom on the stock market. We’ve found a ray of sunshine with a selection of businesses in demand. Discover all in this week’s podcast.

We look at how funds have performed this year including some that have actually gone up in value. You can also find out why more property funds have been suspended and the latest changes to nation’s shopping basket.

Presented by AJ Bell’s Personal Finance Analyst and Shares’ Editor Daniel Coatsworth

Budget special: good news for drinkers, drivers, doctors and children

This week’s podcast explains the good and bad news in the latest Budget. From pensions and savings to tax allowances, the team cover all the essential points that will impact your personal finances.

Find out about the stocks affected by the Chancellor’s plans including big infrastructure spend, and why higher earners will benefit from big pension changes. The podcast also discusses changes to Junior ISAs, interest rates and sick pay, as well as the surprise absence of changes to inheritance tax in the Budget.

Featuring Shares’ Editor Daniel Coatsworth and AJ Bell Analysts Laura Suter and Tom Selby

The FTSE 350 stocks bucking the market sell-off, Budget preview, getting money back for cancelled travel, and paying in cheques with your phone

This week’s podcast reveals the stocks rising when everything else is down, and the team talk about managing a pension in a market sell-off.

They discuss what to expect from the forthcoming Budget, and they chat about your chances of getting money back if you decide not to travel.

And for those frustrated with queuing up in a bank branch, help could be on the way via your phone.

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