Podcast logo

We've launched a weekly podcast to help you understand the markets and manage your investment portfolio.

Co-presented by Editor in Chief and Investment Analyst Daniel Coatsworth, and AJ Bell's Director of Personal Finance Laura Suter, “AJ Bell Money & Markets” is the easy way to stay up to speed with the investing world.

They are joined by various special guests to debate what’s happening with key issues that drive the markets, as well as money-saving tips.

You can download and subscribe to “AJ Bell Money & Markets” for free by visiting the Apple iTunes Podcast Store, Google Podcasts or Spotify and searching for “AJ Bell”. It's also available on Podbean. Or you can go ahead and listen to each episode below.

Podcasts

Latest Season 2 Season 1

Latest podcasts

Investment Trust Show #10: Star performers Brunner and Manchester & London, and investing in stars and stripes

On this month’s bonus podcast focusing on investment trusts, the AJ Bell Money & Markets team dig into star performers, US trusts and global small caps.

Dan Coatsworth talks to Julian Bishop, co-manager of Brunner Investment Trust which is celebrating one of its best years in a long time. Julian explains how the trust has done well, his thoughts on the Magnificent Seven, why he’s sold out of weight-loss drug provider Novo-Nordisk, and what could happen in 2025. [01:16]

Steve Frazer and Tom Sieber take a deep dive into Manchester & London, one of this year’s best performing trusts. While returns have been strong in 2024, the trust has attracted its fair share of critics over the years, so Steve and Tom take a balanced look at the company. [22:34]

Following the US election, Martin Gamble and Ian Conway talk about the differences between the range of US-focused investment trusts that trade on the UK stock market and what they’re trying to achieve. [35:22]

We’ve also got a chat with Columbia Threadneedle fund manager Nish Patel about The Global Smaller Companies Trust. [47:16]


Automakers under pressure from tariffs and targets, the FCA says it’s time to regulate crypto and how scammers are using the lure of tax rebates to catch people out.

This week’s episode of the AJ Bell Money and Markets podcast looks at the challenges being faced by global automakers. (01:31) In the UK the speed of the transition to net zero and fines for not meeting targets has been cited as one reason behind Stellantis’ decision to close its factory in Luton. The government has said it will consult on the phase out as Ford’s UK boss calls for incentives for motorists. (06:42) Danni Hewson explains how Donald Trump’s threat to introduce tariffs on day one of his presidency is likely to hit the auto sector particularly hard including US firms like General Motors which has a huge manufacturing hub in Mexico.

There’s been a flurry of takeover action on London markets (10:15) with Direct Line turning down Aviva’s approach which would create the UK’s largest car insurer, but pub and restaurant group Lounger’s is backing a £338 million bid from Fortress saying its growth hasn’t been reflected by its market valuation.

(23:16 )With Christmas fast approaching Laura Suter looks into warnings that many Black Friday deals aren’t all they’re cracked up to be and assesses a warning from HMRC that scammers are using the lure of tax rebates to catch people out.

With the number of UK adults owning crypto currencies on the rise the FCA has said it will finally look to regulate the sector.  A third of investors wrongly believe they could complain to the regulator if something went wrong. (28:23)

Plus, Imogen Harris from the Premier Miton Global Smaller Companies Fund on why a $22 billion company is considered to be a small cap in the UK (14:16) and Nick Clay from Redwheel Global Equity Income Fund on whether companies now care more about share buybacks than dividends (39:31)


Automakers face targets and tariffs, FCA calls for crypto rules, and tax rebate scams rise

This week’s episode of the AJ Bell Money and Markets podcast looks at the challenges being faced by global automakers. (01:31) In the UK the speed of the transition to net zero and fines for not meeting targets has been cited as one reason behind Stellantis’ decision to close its factory in Luton. The government has said it will consult on the phase out as Ford’s UK boss calls for incentives for motorists. (06:42) Danni Hewson explains how Donald Trump’s threat to introduce tariffs on day one of his presidency is likely to hit the auto sector particularly hard including US firms like General Motors which has a huge manufacturing hub in Mexico.

There’s been a flurry of takeover action on London markets (10:15) with Direct Line turning down Aviva’s approach which would create the UK’s largest car insurer, but pub and restaurant group Lounger’s is backing a £338 million bid from Fortress saying its growth hasn’t been reflected by its market valuation.

(23:16 )With Christmas fast approaching Laura Suter looks into warnings that many Black Friday deals aren’t all they’re cracked up to be and assesses a warning from HMRC that scammers are using the lure of tax rebates to catch people out.

With the number of UK adults owning crypto currencies on the rise the FCA has said it will finally look to regulate the sector.  A third of investors wrongly believe they could complain to the regulator if something went wrong. (28:23)

Plus, Imogen Harris from the Premier Miton Global Smaller Companies Fund on why a $22 billion company is considered to be a small cap in the UK (14:16) and Nick Clay from Redwheel Global Equity Income Fund on whether companies now care more about share buybacks than dividends (39:31)


Why everyone’s talking about Nvidia again, UK versus US retail challenges, and AJ Bell boss on improving the landscape for pensions and ISAs

This week’s episode of the AJ Bell Money & Markets podcast compares challenges in the UK and US retail sectors, examines Nvidia’s latest results and talks about why so few of us are using cash day-to-day. We’ve also got interviews with AJ Bell’s CEO and an Asia-focused fund manager who hates China.

Danni Hewson explains the latest UK inflation figures and what they mean for savers, investors and borrowers. [01:02]

Nvidia caused quite a stir with its latest financial results and Dan Coatsworth is on the podcast to explain exactly what’s going on. [06:47]

There’s been a lot of grumbling from the heads of UK high street companies following the Budget last month and this week the government was presented with a letter from some of the country’s biggest retailers. Find out what some of the biggest names in industry had to say. [10:45]

The podcast also looks at what some of the major names in US retail are saying about the state of the consumer Stateside, including Walmart, Target and TJX. [16:11]

Even though the Budget is now in the rear-view mirror, many investors are still getting to grips with what it means for them. One person who is acutely aware of the challenges it has created is Michael Summersgill, chief executive of AJ Bell. Don’t miss what he has to say on this week's podcast. [22:37]

Do you still pay for things with coins or notes, or are you completely dependent on cards? New research would suggest not many of us carry change in our pocket. Danni and Dan talk notes, coins and card-readers galore. [29:44]

Finally, Asia can be a fruitful place to find dividends and Jason Pidcock from Jupiter Asian Income Fund has been investing in the Asia Pacific region since the early 1990s. Dan met up with Jason to talk about the hunt for income, his thoughts on China, and why a Trump victory puts the spotlight on one of the most important companies in the global semiconductor supply chain. [36:02]


Budget business backlash, interest rate cut fallout and ETFs inflows and Bitcoin both breaking records

On this week’s episode, Charlene Young and Laith Khalaf talk you through the impact on business of rising National Insurance and minimum wage bills. Plus labour market data for the period to September showed us the gloomy reality for businesses before the Budget as stalling investment and hiring plans fueled rising redundancies and unemployment.

The Bank of England voted 8-1 to cut interest rates last week but forecasts published alongside the announcement give us an insight into just how inflationary the bank thinks Rachel Reeves’ Budget will prove, and the likelihood of her achieving her pledge of ‘growth, growth, growth’.

Dan Coatsworth interviews Jack Caffrey from the JP Morgan American Investment Trust for his take on the US election and why the market reacted like it did to that Donald Trump victory.

To continue our US theme, Laith looks at how some of those early “Trump Trades” have fared in the last week as the Trump starts to appoint his trusted team with some familiar names.

Bitcoin gets a double mention – not only has it been breaking records but a UK pension scheme has announced it will be allocated 3% of its assets to diversify its investment base, in a break with tradition in the pension space.

It’s also looking like a record year for flows into Exchange Traded Funds. What are ETFs are what has made them so popular? On the other side of the coin, we look at outflows from Fundsmith Equity and why first-time buyers might find the frozen Lifetime ISA property limit locks them out of their dream family home.


Trump, Tariffs, Budgets and Biscoff – what the big events mean for savers and investors

On this week’s episode of the AJ Bell Money & Markets podcast, Danni Hewson and Charlene Young assess the market reaction to Donald Trump winning the US presidential election and heading back to the White House.

There have been some clear winners and losers as investors pile into so-called “Trump Trades” with bitcoin, banks and Tesla among the biggest gainers.

The potential for a tariff fuelled trade war has sent stocks like Diageo down whilst the renewable sector is also under pressure with one of Trumps slogans – “drill baby drill” sparking speculation the US oil and gas sector will boom.

It may feel like a long time, but the UK Budget was only a week ago and Danni and Charlene discuss changes to inheritance tax which will be exacerbated by frozen thresholds and whether people who pulled out tax-free cash from their pensions amidst pre-Budget speculation about changes, can put it back if they’ve changed their mind.

Plus, Danni’s been chatting to Simon Gergel from The Merchants Trust about how some of the UK’s biggest listed companies might be impacted by the Budget.

Finally, Tom Sieber and Ian Conway from Shares magazine discuss Lotus Bakeries, the brains behind Biscoff and a great stock performer in recent years.