Episodes
Friday Nov 10, 2023
Friday Nov 10, 2023
This week Danni and Laura bring you all the implications of that decision from the Bank of England last week to hold interest rates – from the market moves, to what peak interest rates mean for savers and homeowners. They look at how housebuilders are faring and signs of optimism in the UK housing market.
Our interview this week is on the same topic – the UK Property market. Property investment trusts have had a tough time of late, but one vehicle is doing much better than the rest and that’s AEW UK REIT, so Dan Coatsworth talks to them about their success.
And Danni and Laura look at a slew of data that gives insights into all our spending habits – particularly in the run up to Christmas – including delving into the impact that’s having on retailers. And they also cover the big news of office space provider WeWork filing for bankruptcy.
Friday Nov 03, 2023
Friday Nov 03, 2023
On this week’s Money and Markets podcast Danni Hewson and Dan Coatsworth assess why October has been such a bad month for equities.
They discuss the good and bad of recent earnings updates including McDonald’s and Coca-Cola beating expectations and BP disappointing.
Get the lowdown on big names in the retail sector. It might be the “golden quarter” now but it’s not all been shiny for online retailer ASOS. Next has raised its profits outlook once again but what does the sale of Missguided to Shein mean for Frasers?
Buy now, pay later has boomed but there are warnings the facility is sending thousands of people into a spiral of debt. Danni and Dan also talk about the decline in UK mortgage approvals, the rise in company insolvencies and why the future looks bleak for WeWork.
Dan also catches up with a fund manager who is smashing it out of the park – James Rutland explains how he’s managed to deliver more than twice the IA Europe sector over the past three years with the Invesco European Focus fund.
Thursday Oct 26, 2023
Bond yields, Barclays, property fund closure and more pensioners being taxed
Thursday Oct 26, 2023
Thursday Oct 26, 2023
Laura Suter and Tom Selby look at what the latest jobs figures mean for the Bank of England’s next interest rate decision, as well as the latest banks to report their results and what it tells us about the state of the savings market. Tom dives into figures on the number of pensioners that will be pushed into paying more income tax.
They also look at the latest eye-opening figures on scams. And investment director Ryan Hughes covers a bevvy of investment news, from the fallout in the UK property fund world, to the expensive tracker funds costing you over the odds and what the latest UK government bond yields mean for you. Tom continues that bond theme in his pension corner, looking at whether those nearing retirement need to worry about gilt yields and the impact it could have on their portfolio.
Friday Oct 20, 2023
Friday Oct 20, 2023
On this week’s Money and Markets podcast Danni Hewson and Laura Suter dig into a pile of economic data from wage growth numbers to the volatility on markets following the stalled UK inflation print which saw housebuilders including Barratt Development tumble.
Danni checks out earnings updates from big US banks including JP Morgan and Bank of America and a crowd-pleasing turn from Premier Inn-owner Whitbread.
Tom Selby is on hand to explain what the latest wage and inflation numbers mean for the state pension triple lock as well as answering a question about tax relief once you are over 75.
Laura’s been crunching the numbers on how much the income bands tax freeze is costing you and Tom Sieber chats to Jim Strang from HG Capital Trust about investing in privately-owned technology companies.
Thursday Oct 12, 2023
Thursday Oct 12, 2023
On this week’s Money and Markets podcast Danni Hewson is joined by Tom Sieber from Shares magazine to discuss another volatile week on the markets. Investors have clearly been shaken by those awful scenes in the Middle East and there are a lot of eyes watching the oil price.
Comments from Federal Reserve officials suggesting no further rate hikes are likely to be needed in the US saw markets return to the front foot ahead of the third quarter earnings season. Tom talks through what investors will be looking out for as companies ready their quarterly updates while Danni discusses why the latest numbers from luxury goods maker LVMH disappointed investors.
Danni and Tom consider the Birkenstock IPO and whether the iconic footwear brand can do better in the US than Dr Martens has on the UK market.
Also this week: Dan Coatsworth talks to James Henderson from Law Debenture about what it would take for UK stocks to bounce back, and the fund manager gives his thoughts on ITV and Rolls-Royce.
Wednesday Oct 04, 2023
Wednesday Oct 04, 2023
Laura Suter has some money-making tips in this week’s podcast including where to get more than 6% on cash savings and where to find attractive incentives to switch current account provider. She also talks about the pay rise for anyone in a minimum wage job.
Dan Coatsworth explains why global stock markets have taken a wobble following a sell-off in government bonds. He also talks about the latest results from Tesco and why Boohoo is going through a tough patch.
Social media networks could soon be following in the footsteps of streaming platforms by charging users more money if they don’t want to see advertising or have their personal details used for targeted advertising. Dan and Laura debate this matter and what it means for consumers.
This week’s special guest is Richard Sem from Pantheon Infrastructure who talks to Danni Hewson about the opportunities and pitfalls of investing in global digital networks as connectivity becomes more important.
Thursday Sep 28, 2023
ISA simplification, property stock wobbles and a mixed forecast for retailers
Thursday Sep 28, 2023
Thursday Sep 28, 2023
On this week’s Money and Markets podcast Danni Hewson is joined by AJ Bell’s head of retirement policy Tom Selby who brings us up-to-date on rumours around ISA simplification which are reportedly being considered by the Government. The pair assess how markets and currencies have reacted since both the Fed and the Bank of England held interest rates.
You can hear about property stocks including British Land and Land Securities which have come under pressure after analysts cut ratings, and how tech giant Meta paid a record-breaking amount to pull out of one London lease as hybrid working becomes further engrained.
Danni mulls over a mixed bag of results from retailers like Next and H&M and gives her two-penneth on why the sun is shining for some companies and not others. Plus, Dan Coatsworth chats to Pruksa Iamthongthong from Asia Dragon Trust about China’s disappointing post-covid rebound and explains what investors need to think about and Tom delivers another “pensions corner”, this one on salary sacrifice.
Friday Sep 22, 2023
Friday Sep 22, 2023
On this episode of the Money & Markets podcast Dan Coatsworth and Danni Hewson mull over the factors behind a surprise fall in UK headline inflation in spite of rising fuel costs.
Dan digs into the surge in profit warnings from UK companies including B&Q owner Kingfisher, fashion retailer Quiz and online alcohol seller Naked Wines.
Reports suggest Frasers is about to strike a strategic deal with Chinese retail giant Shein – Dan talks about the speculated move and what it could mean for the retail sector.
The podcast chats about Walt Disney following speculation it is about to make big changes including the potential sale of some media assets and news that it will invest $60 billion in its theme parks.
Neil Shah, Director of Research at Edison, joins the show to talk to Danni about the lack of IPOs on the London market and what he thinks investors should expect as 2023 draws to a close.
Plus, why rents are rising at a record pace and the changes to auto-enrolment that allow 18-year-olds to access workplace pensions.
Wednesday Sep 13, 2023
Wednesday Sep 13, 2023
The price of oil has gone up by more than 25% in two months, creating a new inflationary headwind for consumers and businesses. Dan Coatsworth talks to AJ Bell’s Russ Mould about why the black stuff is suddenly more expensive, what it means for the cost of petrol and why it could have a big impact on central bank interest rate decisions.
Laura Suter explains where customers stand if they need to return faulty goods or spend gift vouchers at collapsed retailer Wilko.
Dan explores the rise of shoplifting, what it tells us about the state of consumer finances, how it is hurting corporate profits margins and why social media is making the problem even worse.
Laura discusses a new report that explores financial inequality, with women having less in savings, investments and pensions then men.
You can also hear about Tesla’s big opportunity with a supercomputer called Dojo which has triggered another big rise in its share price, as well as ARM’s return to the stock market and why Restaurant Group is paying someone to take the Frankie & Benny’s casual dining chain off its hands.
Thursday Sep 07, 2023
Thursday Sep 07, 2023
We’re back from our summer break! And there is lots of markets news to cover – Danni Hewson has got an update on what happened over the summer and also the latest on Wilko’s collapse, M&S heading back into the FTSE 100 and the surprising company that has become Europe’s most valuable.
We’ve also got news out from Barratt Homes that’s hot off the press and gives an insight into the housing market – and Laura Suter will be giving an update on the mortgage market. We’ll be discussing the date for the Autumn Statement – and giving a lowdown on what that means and why it matters.
Finally, our interview is with James Wootton, partner at Linklaters, about the planned changes to listing rules in the UK and what it means for investors.