AJ Bell Money & Markets

Investment Trust show #6: Tech sector, activist investors and the outlook for property

This month’s bonus podcast on investment trusts dives into the world of technology. Steve Frazer chats with Mike Seidenberg from Allianz Technology Trust about the latest trends in the space, the hype around AI including Nvidia, and what’s on the fund manager’s mind at the moment. 

Dan Coatsworth talks to Joe Bauernfreund from AVI Global about the world of activist investors and why he has taken stakes in Reckitt and Entain.

Tom Sieber chats with Urban Logistics’ Justin Upton about the property sector and why this trust walked away from a potential merger with a rival.

We’ve also got Martin Gamble and Ian Conway debating the merits of Bankers Investment Trust.

 

A-Z of pensions, Nvidia and big tech’s rollercoaster week, Shein IPO and investing in Asia

This week’s AJ Bell Money & Markets podcast goes big on pensions. Charlene Young, Tom Selby and Laith Khalaf discuss some of the key issues you need to understand, whatever age you are.

Dan Coatsworth and Danni Hewson discuss what’s been a volatile week for tech stocks with AI chipmaker Nvidia losing billions of dollars off its market value, and Microsoft and Apple potentially facing huge fines from EU regulators.

As Shein edges closer to a London listing, the podcast team debate why investors are nervous and whether the IPO will actually happen. Danni also explores Frasers’ efforts to add another revenue stream via the buy now, pay later market.

We’ve also got Abbas Barkhordar from Schroders on the show to talk about investing in Asia.

Inflation hits target, Nvidia’s market surge, political promises unveiled, and making UK markets more attractive

In the latest AJ Bell Money and Markets podcast, Dan and Laura begin with the UK inflation rate reaching the Bank of England's 2% target, exploring its implications for interest rates. They also discuss Nvidia's remarkable rise to become the world’s most valuable company, and shifts in market shares among supermarkets. Laura brings some analysis of the political party manifestos for the upcoming election, including Labour's plan to introduce new banking hubs. The duo also look at the recent changes to Barclays’ Blue Rewards scheme, which have upset many customers.

Dan speaks to Neil Shah from Edison, who shares insights on improving the UK stock market, and he interviews Dean Orrico, manager of the Middlefield Canadian Investment Trust, to discuss the impact of rate cuts in Canada and parallels with the UK market.

What the election manifestos mean for your money, Apple Intelligence and Raspberry Pi’s IPO pop

On this episode of the AJ Bell Money & Markets podcast, Danni Hewson and Tom Selby dig through the general election manifestos and assess what the measures might mean for your money.

From further cuts to National Insurance and the pension “Quad-lock” proposed by the Conservatives to Labour’s decision not to bring back the lifetime allowance and the Lib Dem’s proposal to reform capital gains tax, the podcast has all the important details.

Danni looks at a plethora of economic data including jobs and GDP figures and how they might impact interest rate decisions.

The team discuss Apple’s AI gambit and why it has upset Elon Musk. There is also chat about Raspberry Pi’s well-received London IPO.

Finally, Dan Coatsworth talks to Will Orr from the Gym Group about how the nation is spending more money on health and fitness and the role his company plays.

Deferring the state pension, retail sector recovery and the art of investing in smaller companies

Have you ever thought about delaying the point at which you start collecting the state pension? If so, don’t miss this episode of the AJ Bell Money & Markets podcast as Rachel Vahey chats about the pros and cons of going down this route.

Danni Hewson and Dan Coatsworth discuss a plethora of good news from the retail sector including updates from Zara-owner Inditex and discounter B&M. They also explore why WH Smith has revived the Toys R Us brand in its UK stores.

The nation continues to pile into Cash ISAs, as Dan discusses on this week’s podcast. He also explores why the oil price suddenly dropped.

Tune into a fascinating interview with Rockwood Strategic fund manager Richard Staveley who talks about investing in small cap stocks and why he is supportive of a new UK ISA.

Finally, Ross Driver explains why Foresight Solar shareholders are voting on whether to keep the investment trust going or wind it up.

Investment Trust show #5: Why certain investment trusts trade at a discount, City of London deep dive and trusts versus funds

In this episode of the AJ Bell Investment Trust show, Dan Coatsworth talks to Emma Bird from Winterflood about why certain investment trusts trade below their value of their assets. 

Martin Gamble and Ian Conway conduct a deep dive into City of London Investment Trust and why it is so popular with investors. Tom Sieber explores Scottish Mortgage’s latest financial results and chats about the best and worst performing trusts year-to-date. 

Ever wondered what’s the difference between an investment trust and an open-ended fund? Laith Khalaf has all the answers in our educational slot.

Royal Mail deal completes first hurdle, global markets pull back and why state pensions are back in the news

Dan Coatsworth and Charlene Young bring you this week’s episode of the AJ Bell Money & Markets podcast. We’re covering the latest takeover news, ask whether the pressure is piling on Nick Train at the Finsbury Growth and Income Trust and what is happening with the NatWest share deal.

Dan discusses how and why markets have taken a step back this week and gives us an insight into the upcoming FTSE quarterly reshuffle.

Charlene Young has the latest on the takeover situation for Royal Mail’s parent company and how markets aren’t quite as confident how it’ll clear the next hurdle of government approval.

Tom Selby, director of public policy at AJ Bell, discusses the triple-lock-plus pledge from the Conservatives and some worrying research highlighting the confusion around when exactly you might be able to claim your state pension.

Charlene asks Wealth Wizards’ chief executive Ben Hampton about joint FCA and Treasury proposals to get more people investing, namely what help do people want, when should they consider advice and what changes could consumers see as part of effort to close the so-called “advice gap”.

Martin Gamble and Tom Sieber also join us from Shares magazine to discuss big growth plans from AstraZeneca.

General election market reaction, UK inflation, Nvidia's surge, FCA targets finfluencers and the future of the UK ISA

Join Danni Hewson and Laura Suter for the latest episode of the AJ Bell Money and Markets podcast. This week, we look at market reaction to the shock news of a General Election and dive into the latest UK inflation figures that prompted it. We also discuss Nvidia's stellar performance and BHP and Anglo American entering takeover talks. The duo also get insights on why European markets are capturing investor attention once again from Stefan Gries, co-manager of BlackRock Greater Europe Investment Trust.

Laura brings you the latest on the FCA's crackdown on finfluencers and the troubling rise in UK fraud figures. Plus, don't miss our conversation with AJ Bell chief executive Michael Summersgill, who shares his candid thoughts on the proposed UK ISA and its potential impact on the market.

Meme stock revival, better deals for gas and electricity, and concerns around ultra-long mortgages

It’s happened again: GameStop, AMC and other titans of the pandemic meme stock craze have soared on the stock market. Dan Coatsworth explains why we’re seeing the phenomenon play out once more, and how it was triggered by a single picture of a person sitting in a chair.

The ban on UK energy firms offering cheaper deals to new customers could be scrapped from October as the regulator is eager to revive competition between suppliers. That means people will be soon be able to shop around for better gas and electricity deals – something that is also good news for a certain stock on the London market, as Dan reveals on the podcast.

Danni Hewson explores the rise of ultra-long mortgages and why many people might still be paying off their home loan as they enter retirement.

AJ Bell’s Rachel Vahey is on the show to explain why some people have to pay emergency tax on an ad-hoc lump sum pension withdrawals.

You can also hear a great interview with Situl Jobanputra from London’s West End property giant Shaftesbury Capital, and sparkling chat between Danni and Dan about diamonds, scandals in the mining industry and why Burberry is firmly out of fashion.

Disney, Wetherspoons, Apple, housing outlook and mining opportunities

On this week’s podcast we’ll be bringing you all the latest market news, from Disney to Wetherspoons through to Apple, as well as an update on the housing market – and the outlook for house prices for the rest of the year.

We’ve also had figures this week that showed that 300,000 people filed their tax return early – and we’ll look at why you might want to join those eager beavers.

There are three fund manager interviews this week. First up is AJ Bell’s head of investments solutions James Flintoft, who talks about what’s going on in certain geographies and how AJ Bell’s funds performed in the first quarter of the year. Next is Paul Angell, AJ Bell’s head of investment research, talking about the outlook for bonds. The final interview is with Rob Crayfourd and Keith Watson, who co-manage three funds: CQS Natural Resources Growth and Income, Geiger Counter, and Golden Prospect, to explain three of the key commodities produced by miners on the stock market.