Falling inflation lifts markets plus the Treasury needs to commit to a pensions tax lock. On this week’s AJ Bell Money and Markets podcast Danni Hewson and Charlene Young assess market reaction to the unexpectedly large fall in inflation which has raised expectation that the Bank of England might cut rates twice before the end of the year.

They’re joined by Tom Selby, AJ Bell’s Director of public policy to discuss ongoing budget speculation which has unsettled many pension savers and prompted AJ Bell to call on the Treasury to commit to a pension tax lock.

They also discuss the impact of budget speculation on markets with housebuilders like Barratt Homes up and gambling companies like Entain down. Plus, automakers like Stellantis and BMW warn policy makers they need to think again about the pace of the transition to EVs if they’re going to protect manufacturing jobs and Boeing looks to raise funds to help it keep its head above water. And Dan Coatsworth has not one but two interviews this week, the first with Ailsa Craig and Marek Poszepczynski from the International Biotechnology Trust about what we might see next for the weight-loss drug boom - plus Nick Purves from Temple Bar Investment Trust about finding opportunities when parts of the market look cheap.

On this week’s AJ Bell Money & Markets podcast, Danni Hewson and Charlene Young assess the market reaction to a large fall in UK inflation which has raised expectations that the Bank of England might cut rates twice before the end of the year.   They’re joined by Tom Selby, AJ Bell’s director of public policy, to discuss ongoing Budget speculation which has unsettled many pension savers and prompted AJ Bell to call on the Treasury to commit to a pension tax lock.   They also discuss the impact of Budget speculation on markets with housebuilders like Barratt up and gambling companies like Entain down.   Dan Coatsworth talks to Ailsa Craig and Marek Poszepczynski from the International Biotechnology Trust about what we might see next for the weight-loss drug boom. Dan also chat to Nick Purves from Temple Bar Investment Trust about finding opportunities when parts of the market look cheap.   You can also hear why automakers Stellantis and BMW have warned policy makers they need to think again about the pace of the transition to electric vehicles if they’re going to protect manufacturing jobs and why Boeing is looking to raise funds to help it keep its head above water.

On this week’s episode of the AJ Bell Money & Markets podcast Danni Hewson and Laith Khalaf discuss if Google could really be broken up. It’s something the US government has asked a court to consider over concerns over its dominance of the search space.

They also discuss why our waning appetite for snacks has taken a bite out of PepsiCo’s sales and why a cost shock sent UK housebuilder Vistry’s shares tumbling.

We hear from Ryan Hughes, managing director of AJ Bell Investments, about why the US has been the worst performing market for UK investors over the last quarter plus how the race to the White House is being priced in by markets.

As the UK’s Budget draws closer, we discuss some of the speculation about what might hop out of the Chancellor’s hat when it comes to pensions, plus why there’s been a boom in annuity sales.

Rachel Vahey is on the show to answer listeners’ questions on pensions. This week she talks about the limits on paying in excess income once you’ve started to draw your pension.

This month’s bonus podcast from the AJ Bell Money & Markets team on investment trusts explores two different ways to add a flavour of private equity to ISAs and pensions.

We talk to Oakley Capital Investments’ Steven Tredget about tapping into private equity funds, while Ken Wotton from Strategic Equity explains how to apply private equity investment techniques to public markets.

Dan Coatsworth talks to Emma Bird, head of investment trust research at Winterflood, about how trusts can provide a smoother stream of dividends than open-ended funds.

Dan also talks with Tom Sieber about the latest results from JPMorgan Global Growth & Income, while Steve Frazer and Ian Conway explore Baillie Gifford’s Monks Investment Trust and what it is trying to achieve.

This week’s episode of the AJ Bell Money & Markets podcast discusses scams and how banks and big tech companies are working together to protect consumers and stop people losing money.

Dan Coatsworth chats about the divergent fortunes for Nike and JD Sports as they issue their latest financial results.

Laith Khalaf explains the big changes to energy bills and what people can do if they are struggling financially.

Shares magazine’s Ian Conway and Martin Gamble take a seat at the bar to talk about UK pubs giant Wetherspoons. We also hear about the latest twists and turns involving UK takeovers including Mulberry and MusicMagpie.

Danni Hewson chats to Sam Vecht from the BlackRock Latin American Investment Trust about ongoing volatility in that part of the world and why it is somewhat cushioned from current geopolitical tensions.

Finally, we’ve got some eye-opening figures on the amount of money being poured into Cash ISAs.

On this week’s episode of the AJ Bell Money & Markets podcast: Dan Coatsworth looks at the market reaction to China’s stimulus package to boost growth and a six-times earnings mortgage announcement from Nationwide. 

Charlene Young talks us through a cliff-edge in the tax system that could lose high earning parents up to £20,000 in childcare support and how pension contributions can help you claim money back. Also, how to check if you've got over £2,000 in a child trust fund you didn’t even know about.    With gold prices continuing to break records, Danni Hewson talks to Stuart O’Reilly from the Royal Mint about what investors should consider when it comes to investing in precious metals. 

In our second interview, Dan chats to Slater Investments co-founder Mark Slater about why he likes Tesco and his ideas for driving up demand for UK stocks and shares. 

Plus, we wish Shares Magazine a very happy 25th birthday!