Podcast logo

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

Co-presented by Shares' editor Daniel Coatsworth and AJ Bell's personal finance analyst 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

Season #2

Shop reopening plans drive stock market rally, future for property funds, Boohoo’s problems, paying less tax and fairer rights for retail investors

May 28, 2020

Join us for a chat about consumer-facing stocks soaring on Government news and a negative report on clothing retailer Boohoo.

This week’s guest is Ryan Hughes from AJ Bell’s investment team who talks to Laura and Dan about problems in the property market and why many fund companies are lining up the next managers for their products.

Find out why we’re all paying less tax and why there is relief for many mortgage borrowers across the country. Anand Sambasivan from PrimaryBid is also on the show to talk about better access for retail investors to discounted share placings.

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


Where to still find dividends, how Evenlode is managing its global income fund portfolio and the biotech stocks delivering 200%+ gains

May 21, 2020

This week’s podcast is an income special. Dan and Laura talk about the sectors still paying dividends in a sea of cuts, what might happen to income funds, and they chat with Ben Peters from Evenlode Global Income Fund about how he is making portfolio changes in a dividend-starved world.

The podcast also discusses how investors have flocked to biotech stocks and why the cost of living is falling in the UK.

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


The future of air travel, claiming refunds for cancelled holidays, impact investing and reviewing your health and life insurance during Covid-19

May 14, 2020

This week’s podcast considers the investment case for airlines and how the industry is to going to get through the global pandemic. The team also discuss the process for getting a refund on flights and holidays that you haven’t been able to take.

The podcast also has two guests: Kay Ingram from LEBC chats about protection planning during the crisis and Simon Chisholm from Resonance talks about investing in companies trying to solve social problems.

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


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

May 07, 2020

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

Apr 30, 2020

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

Apr 23, 2020

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

Apr 16, 2020

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

Apr 09, 2020

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.

Apr 02, 2020

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

Mar 26, 2020

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

Mar 19, 2020

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

Mar 12, 2020

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

Mar 05, 2020

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


Stocks and funds being bought after the market sell-off, how we spend money in retirement, and the investment portfolios of ISA millionaires

Feb 28, 2020

This week’s podcast discusses the big decline in global stock markets and where investors have shifted their money. Guest Rachel Vahey from AJ Bell explains how much people are spending on their lifestyles in retirement and how this information could help define pension saving targets.

The team reveal the stocks and funds held by ISA millionaires and they discuss a potential new name to the UK savings market.

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


Scottish Mortgage fund manager on Tesla and Amazon, understanding strange stock market behaviour, Virgin Galactic’s soaring shares, and debating a cashless society

Feb 21, 2020

This week’s podcast has an exclusive interview with James Anderson who runs the £9bn Scottish Mortgage investment fund.

The team also chat about bizarre movements in stocks and gold this year, how Generation X is losing out financially, and why living in a cashless society might not be so good. Finally, discover why premium bond holders won’t be jumping for joy.  

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


Football, fake tan and finance! It’s a podcast special with Lindsell Train fund manager Nick Train who talks about investing in Manchester United, PZ Cussons and Unilever

Feb 13, 2020

This week’s podcast features an exclusive interview with Nick Train whose Lindsell Train business manages £22 billion of investors’ money.

He talks about various big name stocks, why he recently invested in the owner of St.Tropez, the appeal of backing football clubs, and how investors should think when markets are troubled.

Presented by Shares’ Editor Daniel Coatsworth


The tough job of running a China investment fund, Tesla’s runaway share price, digesting the new-look Just Eat, and millions of pounds in unclaimed pension tax relief.

Feb 06, 2020

This week’s podcast chats about how fund managers are reacting to the coronavirus. The team debate why Tesla’s value has doubled in a month, and they consider the challenges ahead for Just Eat following its takeover by Takeaway.com. You can also hear about the large sums of money many people are failing to claim for their pensions and why diamond prices are on the move.

Presented by Shares’ Editor Daniel Coatsworth and AJ Bell Senior Analyst Tom Selby. AJ Bell fund expert Ryan Hughes is this week’s guest.


How pensions and investments have been hit by the coronavirus, Woodford refund time, everything you need to know about infrastructure investments and ISAs versus SIPPs

Jan 31, 2020

This week’s podcast looks at the impact of the major health incident on stocks and commodities. The team also explain why Woodford investors may not be too pleased with their first batch of income fund refunds.

Dan and Laura to talk to Premier Miton fund manager James Smith about everything to do with infrastructure investments. Tom and Dan also chat about the difference between ISAs and SIPPs for people taking an income from their investments in retirement.

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


The property debate: who had it easier between baby boomers and millennials? Plus Marks & Spencer's huge problem and a top fund manager on the outlook for UK stocks.

Jan 23, 2020

This week’s podcast chats about getting on the housing ladder and the low number of self-employed people with pension savings. The team also consider the big challenges facing Marks & Spencer as a business and they talk to Laura Foll from Janus Henderson about why she thinks 2020 is looking good to own UK companies.

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


Investing in all things vegan, a big change to cash savings accounts and the UK funds that have soared since the general election

Jan 16, 2020

This week’s podcast explores how to invest in vegan-related companies. The team look at proposals to shake up easy access cash interest rates, and they explain why funds that invest in UK smaller companies have shone in the past month.

There is also your usual update on the key movers and shakers on the stock market and the latest topical personal finance news.

Presented by Shares’ Editor Daniel Coatsworth and AJ Bell’s Personal Finance Analyst Laura Suter. This week’s guest is Anna Bowes, co-founder of Savings Champion.


Supermarkets’ Christmas battle, big tech trends, financial New Year’s resolutions and a decade of spending habits

Jan 09, 2020

This week we’re talking about the latest events on the stock market including how Morrisons and Sainsbury’s reported on Christmas trading and how Greggs is thriving.

Discover fund managers’ favourite places in the tech space and find out how the podcast team got on with their New Year’s financial resolutions. There is also a chat about how our shopping baskets have changed over the past 10 years.

AJ Bell’s Personal Finance Analyst Laura Suter and Shares’ Editor Daniel Coatsworth are joined by Steven Frazer, Shares’ News Editor


The big money and markets events of the year, why Sports Direct has gone all posh and it’s festive quiz time.

Dec 18, 2019

The team reflect on the big news affecting savers and investors in 2019 including underperforming fund managers, the rise of ESG, divergent paths in tobacco and how billion-dollar unicorns didn’t all gallop ahead.

Find out why the post-general election rally of UK stocks has gone into reverse and enjoy a lively debate about Sports Direct’s efforts to go upmarket.

Finally don’t miss a fantastic quiz about Neil Woodford’s horse habits and the careers of FTSE 100 bosses among many other topics.

Presented by Shares’ Editor Daniel Coatsworth and AJ Bell’s Personal Finance Analyst Laura Suter. This week’s guest is Russ Mould, Investment Director at AJ Bell.


How the General Election result affects your money and investments

Dec 13, 2019

Listen to our special podcast on how stock markets reacted to the Conservative election victory and what the political party has planned for personal finances and pensions.

AJ Bell Personal Finance Analyst Laura Suter and Shares’ Editor Daniel Coatsworth are joined by Tom Selby, Senior Analyst at AJ Bell.


The big personal finance changes coming to you in 2020, this year’s hot metal and is value investing back in fashion?

Dec 12, 2019

Discover the latest news on the UK and US stock markets, why palladium’s rally is driving theft of catalytic converters and find out how new rules could impact our wallets next year.

The team also catch up with Investec fund manager Alastair Mundy to learn why he likes banking stocks and for his take on the value investing revival.

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


Investing in Coca-Cola, M&G’s fund problem, the changing world of property and giving money for Christmas

Dec 06, 2019

The team chat about the latest events on global stock markets, the challenges facing Coca-Cola and why M&G has suspended dealing in one of its funds.

They also bring in a property expert to explain how commercial landlords are coping with struggling tenants and why there are still bright spots in the property market.

Presented by AJ Bell’s Personal Finance Analyst Laura Suter and Shares’ Editor Daniel Coatsworth. This week’s guest is James Woodard, a director at property consultant Hartnell Taylor Cook.


Using a Lifetime ISA to help buy a house, the great fund liquidity debate and clampdown on mini bonds

Nov 29, 2019

This week the team answer your first-time buyer questions and how to get more from Lifetime ISAs. They talk about whether you should be worried about liquidity in investment funds and why you may see fewer adverts for mini bonds. There is also an update on the UK and US stock markets and a look at the key movers and shakers.
 
Presented by Shares’ Editor Daniel Coatsworth and AJ Bell’s Personal Finance Analyst Laura Suter. This week’s guest is Ryan Hughes from AJ Bell’s investment team.

NHS pension breakthrough, best and worst performing retail shares, Fevertree’s ups and downs, VCT season and the National Lottery’s big birthday

Nov 21, 2019

The podcast explains why doctors are smiling about their pensions, how investors could have made or lost a lot of money on retailers, and why Fevertree’s shares have just experienced a very unusual movement.

The team also explain why venture capital trusts are growing in popularity and they celebrate 25 years of the National Lottery.

AJ Bell Personal Finance Analyst Laura Suter and Shares’ Editor Daniel Coatsworth are joined by Tom Selby, Senior Analyst at AJ Bell.


Investing in gold, betting on stocks, the Singles Day and Black Friday phenomena, and solving money problems with a financial life coach

Nov 14, 2019

Dan and Laura discuss how investors have piled into gold tracker funds, only for the metal price to then drop. They also examine a new high-risk way of seeking turbo-charged returns from certain stocks.

The team chat about the phenomena of Singles Day, Black Friday and other major sales events. And don’t miss an interview with financial life coach Simonne Gnessen about the benefits of talking about money.

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


PPI windfalls, the challenges facing McDonald’s and secret savings

Nov 08, 2019

This week Laura and Dan talk about how to use any windfall from PPI compensation claims to boost your savings and investment or reduce your debt. They discuss the sacking of McDonald’s boss and how that might impact the fast food company’s growth plans. And they talk to financial adviser Anna Sofat about how a large number of people don’t tell their partner about their secret savings.

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


How the general election could impact your finances, improving financial education in schools and the US stock market hits new record high

Oct 31, 2019

Don’t miss this bumper podcast where Dan and Tom discuss the potential impact of a Conservative or Labour election victory on your money. Find out what’s driving the US market to a new high and discover the lengths one investor is going to shame a company.

The big debate in this week’s podcast is children’s attitude to money and how schools need to improve financial education. We’re joined by 11-year-old Daisy who gives her thoughts on saving and spending, and Carl Clark from charity MyBnk explains how schools and parents can get more involved in teaching children essential money management skills.

Presented by Shares’ Editor Daniel Coatsworth and AJ Bell’s Senior Analyst Tom Selby


How to talk to your partner about money, and pay rises for pensioners

Oct 25, 2019

This week we talk to a counsellor about how to talk to your partner about your finances - without it turning into an argument and why pensioners are getting a pay rise next year. 

AJ Bell’s Personal Finance Analyst Laura Suter and AJ Bell’s Senior Analyst Tom Selby are joined by Peter Saddington, Counsellor at Relate.


Woodford’s dramatic 24 hours, soaring UK stocks and how people spend their pension money

Oct 16, 2019

Don’t miss Laura and Dan on how fund manager Neil Woodford’s empire has crumbled. They explain what the latest twists mean for investors in his funds and when they might be able to get their money back. They also debate what the future could hold for him.

Discover why we’ve just had a preview for how stocks could behave on a better-than-expected Brexit outcome. And find out how we’re all spending our money in retirement with the result of a fascinating study into pensions.

AJ Bell’s Personal Finance Analyst Laura Suter and Shares’ Editor Daniel Coatsworth are joined this week by AJ Bell Senior Technical Consultant Rachel Vahey


The Greta Thunberg approach to investing, Barclays’ beef with the Post Office and first year joy for Fundsmith’s Smithson

Oct 10, 2019

This week the team debate why everyone is talking about ethical investing opportunities (and why this also falls under the labels of environmental, ESG and sustainability). Discover why Barclays has come under fire for its anti-Post Office plans and check out the secrets of the Fundsmith display cabinet in our visit to meet Smithson’s fund managers.

AJ Bell’s Personal Finance Analyst Laura Suter and Shares’ Editor Daniel Coatsworth are joined this week by Chris Foster, an Investment Manager at fund group Liontrust.


How Brexit could impact your investments, attitudes to risk, new twist on fund suspensions and Peloton’s stock market flop

Oct 03, 2019

This week the team look at how different Brexit scenarios could impact stocks and shares. Find out how financial advisers determine someone’s risk appetite and how that relates to spending and investing money.

Discover new proposals which could see an increase in the number of funds being suspended; and find out why Peloton’s shares have pedalled backwards on the stock market.

Shares’ Editor Daniel Coatsworth and AJ Bell’s Personal Finance Analyst Laura Suter are joined by Anna Sofat, founder of Addidi Wealth


Thomas Cook collapse, lack of new investment trusts, savings accounts that pay zilch and a cheeky way to make money from Monzo

Sep 26, 2019

Welcome to season 2 of the podcast with a bumper episode on all things money and markets-related.

The team chat about the demise of Thomas Cook and what it means for shareholders and customers. Find out why so few investment trusts have joined the stock market this year; and discover the savings accounts paying you next to nothing.

We also have a great story about an entrepreneurial person cashing in on Monzo’s popularity.

AJ Bell’s Personal Finance Analyst Laura Suter and Shares’ Editor Daniel Coatsworth are joined this week by Annabel Brodie-Smith, Communications Director at the Association of Investment Companies.


Coping with debt: a special podcast on how personal finances have been affected by coronavirus

Jun 04, 2020

We take a deeper look into how the pandemic has caused a divide with people’s finances. Some are saving more money and others are taking on more debt.

Dan and Laura debate new data on money habits during lockdown and Clare Sear shares her story about how she managed to get out of a serious debt problem.

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


Why stock markets have rallied, outlook for house prices, investment trusts cutting dividends and getting your will sorted in lockdown

Jun 11, 2020

This week’s podcast discusses the big rebound in share prices since March and what could happen next. The team chat about the UK property market and what the latest figures are telling us. Dan explains why many investment trusts aren’t as reliable as people think for income, and Laura talks to Kay Ingram from adviser firm LEBC about the importance of having a will.

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


When to sell your stocks, the fading biotech rally, big news for BooHoo, Domino’s Pizza and Best of the Best, and what negative interest rates mean for you

Jun 18, 2020

This week’s guest is Bertie Thomson from Brown Advisory who talks about how he deals with losing trades and what to think about when it comes to selling investments.

Dan and Laura chat about the latest figures on our everyday living costs and whether you might have to pay to store cash in a savings account.

They also look at the latest stock market movements, chat about the AIM market which celebrates its 25th birthday, and why there is a mixture of good and bad news from clothing retailer Boohoo, takeaway food seller Domino’s Pizza and car competitions group Best of the Best.

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


What investors think of pubs, parks and cinemas reopening, the latest twists and turns in the property market, and the income fund manager who has managed to dodge most of the dividend cuts

Jun 25, 2020

Dan and Laura look at the leisure sector and what companies will have to do when they reopen from 4 July. They also discuss how share prices in the sector have fared and what the market has been pricing in.

The latest activity in the property market suggests more people are struggling to get a mortgage. Listen to the podcast for insight into this trend.

Finally, don’t miss this week’s guest, Ian Mortimer from Guinness Asset Management, who explains how he has managed to avoid most of the problems clouding income fund managers.

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


This year’s winning and losing investments, the art of shareholder activism, boardroom coups, the soaring gold price, cryptocurrencies still in demand, and mortgage approvals nosediving.

Jul 02, 2020

It’s a bumper podcast this week with Laura and Dan bringing all the important news for anyone interested in investing and personal finance.

This episode looks at how markets behaved in the first half of 2020, revealing where in the world investors could have made the most money and the parts which weren’t so good.

Dan talks about chaos returning to Petropavlovsk, Redrow’s Help to Buy plea, the latest on Tesco and Sainsbury’s, Scottish Mortgage’s big move and why gold has hit its highest level since 2011.

This week’s guest interview features Joe Bauernfreund from Asset Value Investors on how to make companies change their ways through activist investing.

The podcast also debates why a large part of the country is obsessed with cryptocurrencies, what we can learn from the latest mortgage approval figures and why some banks are stepping up the fight against fraud.

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


Mini-Budget special: what the Chancellor’s giveaways mean for your money, Boohoo’s problems mount up and why Halfords is pedalling backwards

Jul 08, 2020

This week we’re talking about Rishi Sunak’s efforts to fire up the property market, revitalise the hospitality industry and make our homes green. Dan, Laura and Tom give their views on the policies and whether it will make a difference to your wallet.

The other big story is the controversy around Boohoo which has seen its share price halve in value. This has huge implications for other companies with poor ethical standards, as the team discuss in this week’s podcast.

Presented by Shares’ Editor Daniel Coatsworth, AJ Bell Analysts Laura Suter and Tom Selby


US stocks, Tesla, capital gains tax shock and small cap guru interview

Jul 16, 2020

This week the podcast goes stateside and looks at the second quarter earnings season for US stocks, why everyone is racing to own a slice of Tesla, and why the presidential election could be bad for stocks if Joe Biden wins.

The team chat about the prospect of higher capital gains tax rates and Dan talks small caps, Games Workshop and much more with fund manager Harry Nimmo from Standard Life Aberdeen.

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


Mark Slater on growth opportunities, the rampant rise in biotech stocks, silver rally, why young investors have been spooked, and spending habits in lockdown

Jul 23, 2020

This episode includes a look at the latest events on the markets including why shares in Synairgen, AstraZeneca and Kingfisher have been rising, why Netflix is down, and why silver is suddenly in demand.

This week’s guest interview features fund manager Mark Slater who chats about IWG, Ten Entertainment and Future among other stocks, and why he believes most of AIM is uninvestable.

Laura and Dan also chat about where we’ve been spending extra money during lockdown and how this year’s market crash has put a lot of younger people off investing.

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


The return of dividends, Greggs’ big challenge, state pension age court battle and the evolution of ESG funds

Jul 31, 2020

This week’s podcast discusses companies restarting dividends and why this is good news for investors. There’s a look at the latest news from Greggs, Games Workshop and Next. The team also chat about Murray Income Trust merging with Perpetual Income & Growth.

 

Discover why women are fighting changes to the state pension age and enjoy a debate about using funds to invest in all things ESG.

 

Presented by Shares’ Editor Dan Coatsworth and AJ Bell’s Senior Analyst Tom Selby. This week’s guest is Simon Molica from AJ Bell.


Property funds shake-up, BP’s dividend cut, pensions slashed and Woodford saga update

Aug 06, 2020

This week we look at huge changes afoot for property funds, the weird reaction to BP’s big dividend cut, why we’re all paying less death tax and why people took less money out of their pensions so far this year. We’ve also got a little update on the ongoing saga of Woodford’s fund.

Presented by Laura Suter and Tom Selby from AJ Bell, and this week’s guest is Simon Molica from AJ Bell.


UK recession figures, savings for children rocket, pension worries and debt crackdown

Aug 13, 2020

This week we look at the mass of big economic data that’s come out in the past week and what it means for individuals. We also talk about why savings for children have shot up in lockdown, how much you should really be saving in your pension and why the regulator is getting tough on payday lenders.

We also chat to AJ Bell’s Russ Mould about the big market trends of the past week and the surprise winning stock market so far this year.

Presented by Laura Suter and Tom Selby from AJ Bell.


Windfall for 18-year olds, US stock market record high, hospitality sector challenges, UK property market surge and what’s on fund managers’ minds

Aug 20, 2020

This week’s podcast discusses how the first batch of child trust funds are about to mature, and Dan and Laura also discuss the initial impact of Government support to help pubs and restaurants.

Discover why everyone’s getting excited about the UK property market and what’s happening with sales and rental prices.

There is a chat about how fund managers are currently feeling, and what we can learn from the latest UK credit card figures. In this week’s market news, find out why US stocks are surging ahead, what’s going on with Marks & Spencer and why there is more good news with dividends from UK stocks.

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


The return of IPOs and takeovers, why Apple and Tesla are doing the splits, options for mortgage holidays and pension scams on the rise

Aug 27, 2020

This week’s podcast explains why the market is braced for a wave of corporate deals. Dan and Laura chat about Ant which could potentially be the largest ever IPO fundraise, they talk about the names headed for the stock market, and takeover rumours currently doing the rounds.

Discover why Apple and Tesla shareholders will soon find they own a lot more shares, and what the UK financial regulator is telling mortgage lenders to do with regards to payment holidays.

Tom Selby joins the show to talk pension scams and there’s a discussion on the prospects of another challenger bank launch.

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


Tax reforms, avoiding corporate insolvency, resuming earnings guidance, and why the return to schools and offices matters to investors

Sep 03, 2020

This week’s podcast revisits the topic of raising taxes to pay for Covid support and how the possible changes would affect us. Julie Palmer from Begbies Traynor explains the troubles facing UK businesses and what they can do to avoid insolvency.

Dan explains why companies are starting to resume earnings guidance and why this is important for investors. He also looks at how a change in Japanese prime minister might affect markets, Tesla’s fundraising plans and Saga’s white knight.

Finally, the podcast considers how the return to school and the office will affect certain sectors.

Presented by Shares’ Editor Dan Coatsworth and AJ Bell’s Senior Analyst Tom Selby


The brains behind one of the best performing funds, controversial view on savings rates and why The Hut’s stock market debut is getting everyone excited

Sep 10, 2020

Join us for a chat with Andrew Vaughan from Free Spirit Fund who explains how his performance has beaten so many other funds.

Dan and Tom discuss the recent US market sell-off, companies getting back on their feet after a difficult 2020, and they ask if businesses that benefited from lockdown measures could now find it harder going.

E-commerce group The Hut is about to join the UK stock market, so the podcast considers why everyone is excited about the business and some glaring red flags with the story.

Do you agree that interest rates are less important when it comes to savings? Find out about why one bank has caused a stir with a new product. There is also a look at news from Royal Mail and the latest mortgage figures.

Presented by Dan Coatsworth and Tom Sieber from AJ Bell and Shares


Is Snowflake the next big tech stock? Debt fears around buy now, pay later; and this year’s 10-baggers

Sep 18, 2020

Warren Buffett and Snoop Dogg have backed Snowflake and other investors will soon get their chance as the tech business and Amazon challenger heads to the stock market. Listen to this podcast to find out why Snowflake is getting everyone excited.

Greatland Gold has become the sixth London-listed stock this year to see its price rise 10-fold. Dan chats about 10-baggers as part of this week’s review of the markets, which also includes G4S, M&A fever and the latest insight into how fund managers are thinking.

Tom explains the importance of New Look’s restructuring plans and why it has property owners shaking in their boots.

And the pair explores the meteoric rise of Klarna and buy now, pay later and how this service raises the risk of young adults getting into debt.

Presented by AJ Bell’s Dan Coatsworth and Shares’ Deputy Editor Tom Sieber. This week’s guest is Steve Frazer, News Editor at Shares.


AIM inheritance tax benefit fears, investors revert to lockdown market playbook, potential good news on insurance prices, NS&I’s big rate cut and exploring negative interest rates

Sep 24, 2020

This week’s podcast explores the tax benefits of putting money into certain AIM stocks and how any meddling by the Government on the rules could have a catastrophic impact on the junior stock market. Joining Dan and Tom to talk about this subject is Philip Harrison, a tax consultant from The Wilkes Partnership.

Fears over another nationwide lockdown have driven investors to flock to the same stocks that did well earlier this year. The podcast reveals the UK stocks which investors have been chasing over the past week.

There have been some brutal cuts to savings rates for NS&I products, so the podcast asks whether savers will stay put or look elsewhere. It also explores the concept of negative interest rates and whether it could happen in the UK.

Finally, Dan has some potential good news for people with home or car insurance, while Tom reveals new data on consumer finance habits six months after lockdown first began in the UK.

Presented by Shares’ Editor Dan Coatsworth and AJ Bell’s Senior Analyst Tom Selby


Behind the scenes of private equity, Asda takeover talk, different job support measures and new insight into pension withdrawal trends

Oct 01, 2020

This week’s podcast features an in-depth chat with Arthur Mornington and Steven Tredget from Oakley Capital about takeovers, whether private equity had started to be more transparent, the assumption that PE firms load companies up with debt and under-invest in them, and whether they thought Oakley investment Time Out had been a flop.

Dan talks about the latest on the markets including reaction to Brexit trade talks, the US Presidential election debate, Asda takeover chatter and Boohoo beating expectations.

You can also hear Tom discuss Rishi Sunak’s new strategy for helping workers as well as chatting about new data on how much we are taking out of our retirement savings.

Presented by Shares’ Editor Dan Coatsworth and AJ Bell’s Senior Analyst Tom Selby


Companies that use data well, state pension age change, Boris’ latest leg-up for property buyers, and market see-saw on Trump debacle

Oct 08, 2020

This week’s podcast features an interview with former Game Group boss Ian Shepherd how companies succeed or fail with using data to drive profits.

Find out about important changes to the state pension and how the taxpayer might have to take on some mortgage-related risk in Boris Johnson’s new plan to help people onto the housing ladder.

The team analyse the stock market reaction to Donald Trump catching coronavirus and then delaying an important stimulus debate.

Dan chats about new signs that value investing is in demand, as well as talking about the problems with Cineworld and why airline stocks reacted positively to speculation of quarantine rule changes in the UK.

Presented by AJ Bell’s Senior Analyst Tom Selby and Shares’ Editor Dan Coatsworth


Tech stocks bounce back, smaller company investing, China’s dominance of emerging market indices and should you be allowed early pensions access to buy a home?

Oct 15, 2020

This week’s podcast looks at the latest action on global markets including a new rally in US tech stocks and how the UK’s AIM market is soaring ahead. Dan has updates on ASOS, Barratt, Bunzl, Round Hill Music and an Italian Instagram star hoping to float herself on a stock market.

AJ Bell’s Laith Khalaf talks about the appeal of investing in smaller companies. His colleague Ryan Hughes also joins the show to debate whether China is becoming too big in emerging market indices and if it should be viewed as a standalone entity from an investment perspective.

Finally, Tom and Dan chat about a new proposal to let younger people dip into their pension savings to help them get onto the housing ladder and all the problems that might cause.

Presented by Shares’ Editor Dan Coatsworth and AJ Bell’s Senior Analyst Tom Selby


Fundsmith’s 10-year anniversary, Netflix’s big miss, outperforming ethical funds, Government clamp down on pension scams and Murray Income’s £1 billion merger

Oct 22, 2020

This week’s podcast looks at how Fundsmith Equity has become one of UK’s most popular funds as it prepares to celebrate its tenth birthday.

Dan chats about the rally in the pound on Brexit trade talks, more consumer goods companies beating earnings expectations, Netflix failing to hit growth forecasts, and Trainline’s CEO stepping down.

AJ Bell’s Rachel Vahey joins the podcast to chat about good news for people saving into a pension and why the Government is taking a serious look at pension scams.

Laith has a look at the performance stats for ethical funds and why a record amount of money is flowing into this space.

Dan also chats to Murray Income Trust’s chairman Neil Rogan about the planned £1 billion merger with Perpetual Income & Growth Trust.

Presented by Shares’ Editor Dan Coatsworth and AJ Bell’s Financial Analyst Laith Khalaf


Interview special: Baroness Ros Altmann on why the UK is facing a long-term care crisis

Oct 29, 2020

In this special edition of the podcast, AJ Bell senior analyst Tom Selby speaks to former pensions minister Baroness Ros Altmann about long-term care in the UK, the impact of Coronavirus on the sector and why the system is in urgent need of reform.


Election tension triggers wild market swings, new financial support measures for latest lockdown, and Buffett disciple gives inside track on trust setback and new global fund plan

Nov 04, 2020

This week’s podcast looks at how markets reacted as the voting results started rolling in for the US Presidential election and how many investors were caught off guard. It also discusses how many UK investors have suffered from not having a large exposure to US stocks in recent years.

Laith outlines the financial support initiatives for individuals and businesses as England goes back into lockdown.

And Dan talks to Keith Ashworth-Lord about why the Buffettology small cap investment trust failed to get off the ground, why he doesn’t copy Warren Buffett’s every move, and how overseas markets will be the focus for another fund launch.


What Biden’s victory means for investors

Nov 09, 2020

In a special podcast, Dan and Laith look at the market reaction to Joe Biden beating Donald Trump in US Presidential Election.

They consider the movements on global stock markets, the sectors that have responded the most and why, and what it means for global trade and relations between the US and China.

You can also hear why the shift from quality to value stocks has quickly reversed, what’s next with US government spending plans and Biden’s new tax regime. Finally, the team consider what might happen as we go into 2021.

Presented by AJ Bell’s Financial Analyst Laith Khalaf and Shares’ Editor Dan Coatsworth


Making sense of the vaccine-inspired market rally, the expert view on investing in India, and the pension manager closing the door on poor ESG-scoring firms

Nov 12, 2020

On the podcast this week: how Pfizer’s vaccine news shook up stock markets and triggered the biggest one-day rally in a long time. Dan considers the winning and losing trades of the day and what it means for investors going forward.

The guest interview features David Cornell who manages India Capital Growth Fund. He talks about India’s reputation for corruption, how the country is making big improvements, changes to his fund and how he finds opportunities.

Tom answers a listener’s question on salary sacrifice and Laura is back as the show celebrates a milestone achievement.

Presented by Shares’ Editor Dan Coatsworth and AJ Bell’s Senior Analyst Tom Selby


Picking stocks like a pro, investments relevant to the UK’s 2030 ban on new petrol and diesel cars, Tesla in demand again and potential capital gains tax changes

Nov 19, 2020

This week’s podcast guest is ex-hedge fund partner Stephen Clapham who shares his wisdom on finding information to help with investment decisions.

Dan chats about the market’s reaction to more vaccine news and the latest in the punch-up between EasyJet and its founder Stelios Haji-Ioannou. He also runs through the stocks and funds that are relevant to the UK’s acceleration towards electric vehicles, and he explains why tracker funds are racing to own shares in Tesla.

Laith runs through some new developments on potentially changing UK capital gains tax rates.

Presented by Shares’ Editor Dan Coatsworth and AJ Bell’s Financial Analyst Laith Khalaf


Picking future takeover targets, making sense of Sunak’s Spending Review, stock market optimism and deciding whether to use a Lifetime ISA or SIPP

Nov 26, 2020

This week’s guest is Stuart Widdowson, fund manager of Odyssean Investment, who talks to Dan about how four stocks from his portfolio have attracted takeover bids in the past year. He also runs through the attractions of Clinigen, Volution and RWS/SDL.

The podcast looks at the key points from the UK Chancellor’s Spending Review and what it means for the economy, jobs and the impact on savers and investors.

Tom answers a listener’s question on weighing up which savings wrapper to use: Lifetime ISA or SIPP.

And there is also the usual look at stock market movements over the past week, including a chat about Future’s bid for GoCompare, US markets hitting a new high and the reaction to the latest vaccine news. 

Presented by Shares’ Editor Dan Coatsworth and AJ Bell’s Senior Analyst Tom Selby


Why markets already priced in a vaccine approval, stellar gains from AIM stocks in 2020, retail’s latest challenge and dealing with NS&I’s punishing rate cuts

Dec 03, 2020

The UK’s status as the first country in the world to approve Pfizer’s Covid vaccine failed to move stock markets on the day of the news. Listen to the podcast to find out why markets reacted in this way.

Tom Sieber from Shares magazine joins the show to discuss the reasons why the AIM market has done nearly as well as the US S&P 500 in 2020 and significantly outperformed large cap UK stocks in the FTSE 100.

The podcast looks at the large rate cuts on NS&I accounts and what savers can do to improve their situation. And the team also debate the latest in the retail sector after Debenham’s struggles and Arcadia going into administration.

Presented by AJ Bell’s Dan Coatsworth and Laith Khalaf


The investment case for AstraZeneca and Ocado, why governments and regulators are attacking tech firms, and the benefits of a workplace pension

Dec 10, 2020

This week’s podcast guest is Tineke Frikkee from Waverton who talks to Dan about why AstraZeneca and Ocado have been such important companies during the pandemic and what’s in store for both businesses in the future.

Dan looks at the latest events on the stock market including Doordash’s stellar IPO debut, Facebook and other tech firms in the firing line, and the latest in the bid battle for G4S.

Tom also considers the case of a 25-year old listener who has asked why they should bother with a workplace pension when they could enjoy the money today.

Presented by Dan Coatsworth and Tom Selby


Best performing investments in 2020, what’s on investors’ minds for next year and the European fund significantly beating the market

Dec 17, 2020

Discover the stocks, funds, ETFs and investment trusts that made investors rich in 2020. Dan runs through the most popular parts of the market and what might happen next.

Laith reveals the main things on investors’ minds as they look to next year. A survey of 2,000 people provides fascinating insight into how the public is thinking about their prospects for making money in 2021.

This week’s guest is fund manager Mark Denham from Carmignac whose European Leaders fund has delivered more than four times the return of the European market this year. He explains how this outperformance was achieved and why investors frustrated with lacklustre returns from parts of the UK market might want to look overseas for opportunities.

Presented by Shares’ Editor Dan Coatsworth and AJ Bell’s Financial Analyst Laith Khalaf


Ex-pensions minister Steve Webb on big retirement issues, and the impact on markets from the Brexit trade deal, new lockdown measures and the Georgia runoff election

Jan 07, 2021

This week’s podcast features a chat with Steve Webb and Dan Mikulskis from Lane, Clark & Peacock about some of the big issues facing people in retirement today. They talk about changes to the way pensions are accessed, making sure your pension pot isn’t depleted too quickly, and finding decent sources of income.

Elsewhere on this week’s show, Dan weighs up the impact of some big news over the past fortnight that has impacted stocks and shares around the world. He examines the impact on the market of the Brexit trade deal, why new lockdown restrictions haven’t troubled investors, and why changes to the US political backdrop have had a sudden impact on tech stocks and bond yields.

Presented by Shares’ Editor Dan Coatsworth and AJ Bell’s Senior Analyst Tom Selby


Bitcoin frenzy, Brexit boost for UK stock, what to do with lockdown savings, and the billion-pound IPOs

Jan 14, 2021

It’s the two B’s this week on the podcast – bitcoin and Brexit – as we explain why the cryptocurrency is winning new fans and how the trade deal has given a boost to many UK stocks.

AJ Bell investment director Russ Mould explains the investment case for bitcoin, why the price has been going crazy, how to invest and what could go wrong.

The podcast also welcomes Alexandra Jackson, a manager at Rathbone UK Opportunities fund to talk about the impact of the Brexit deal on the markets, whether investors are too late to benefit from the green revolution, and why AIM stocks have been doing so well.

This episode also considers how a lot of people have more cash in their pocket as their social life has been ruined by lockdown, and how best to deploy that money.

If that’s not enough, the podcast considers why ASOS’s shares are sitting pretty and how Dr Martens and Moonpig could be worth billions of pounds if their plans go ahead to join the UK stock market.

Presented by Shares’ Editor Dan Coatsworth and AJ Bell’s Financial Analyst Laith Khalaf


The Biden policies that matter for investors, value versus growth and options for someone with a workplace pension and a SIPP

Jan 21, 2021

This week’s podcast looks at what Joe Biden’s agenda means for investors as he becomes the new President of the United States. We also chat about some of the week’s biggest news on the markets including Netflix’s latest numbers, Wetherspoon raising more cash and signs of renewed interest in cruise ship operators.

We answer a listener’s question on managing their retirement savings and explain why there is some royal news in the world of pensions.

This podcast also features fund manager Matthew Tillett from Brunner Investment Trust who talks about value versus growth and opportunities he sees in the markets, including why he invests in housebuilder Redrow and banking group UBS.

Presented by Shares’ Editor Dan Coatsworth and AJ Bell’s Senior Analyst Tom Selby


Why Gamestop shares have been going to the moon, whether amateur traders are fueling a stock market bubble, and 10 years of ISA returns

Jan 28, 2021

This week’s podcast explores how social media has led to a new wave of potentially inexperienced investors betting money on low quality businesses.

Reporting season has kicked off in the US and Dan talks through the results of two big beasts, Microsoft and Starbucks.

Tom Sieber, deputy editor of Shares, joins the show to look at the performance of markets in Asia and the UK, and the patterns emerging among FTSE 100 stocks.

It’s also the start of the ISA season with the tax year end coming up soon, so Laith looks at how cash ISAs and investment ISAs have performed over the last 10 years.

Presented by Shares’ Editor Dan Coatsworth and AJ Bell’s Financial Analyst Laith Khalaf


Amazon drops a bombshell, the fund manager who avoids Faangs, and fading GameStop fever

Feb 04, 2021

This week’s podcast chats about what a change in CEO means for Amazon, together with a look at the retailer’s fourth quarter results and how other big-name US companies are either beating or missing earnings expectations.

James Spence from Cerno Global Leaders Fund joins the show to explain why he is one of the few fund managers running a global equities fund that doesn’t feature the Faangs (Facebook, Apple, Amazon, Netflix and Google). James offers his view on the markets over the next few years and the reasons why he invests in the likes of bicycle components group Shimano, the ‘brains of electric vehicles’ specialist Aptiv and precision engineer Renishaw.

AJ Bell’s pension expert Tom Selby is back on the show to answer another listener question on retirement savings. This time, it’s the turn of someone who wants to know if they can take money out of a workplace pension when they want and put it in a SIPP.

The team also discuss Moonpig’s impressive stock market debut and why it’s about time that ‘buy now pay later’ providers are facing stricter controls.


Tesla puts bitcoin into top gear, meet Lindsell Train’s rising star, Glaxo and Ocado get the thumbs down, and the future of annuities

Feb 12, 2021

This week’s podcast dives into the world of cryptocurrencies and explores why Tesla has jumped on the bitcoin bandwagon. Discover why shares in GlaxoSmithKline and Ocado fell on their latest updates, and why the FTSE 100 is treading water.

The team debate the future of annuities as investors look for sources of income in retirement.

This week’s special guest is Madeline Wright who explains her journey joining asset manager Lindsell Train almost straight out of university and how she now plays a key role with popular funds Finsbury Growth & Income and Lindsell Train UK Equity.

Madeline explains what she has learned from highly respected fund manager Nick Train and how her research into Prada and Experian resulted in Lindsell Train investing in both companies.

Presented by AJ Bell’s Dan Coatsworth and Laith Khalaf


The return of Neil Woodford, new data sheds light on financial vulnerability, a focus on the future in China and why the age people can access their pension pot is rising

Feb 18, 2021

This week’s podcast discusses the return of Neil Woodford, the man who made a fortune for himself and investors at Invesco Perpetual before things turned sour at his solo venture Woodford Investment Management.

We also talk about a big piece of work the FCA has carried out assessing people’s financial circumstances since lockdown measures were introduced, and the latest ‘retirement corner’ looks at the impact of the Government’s decision to increase the normal minimum pension age.

This week’s special guest is Andy Rothman, investment strategist at asset manager Matthews Asia. Andy talks to Dan about a range of topical issues involving China including what’s happening in the country economically post-Covid, ESG considerations with Chinese companies, and whether Joe Biden can quickly repair relationships between the US and China.

Presented by Tom Selby and Laith Khalaf


Pensions minister Guy Opperman talks about the Pension Schemes Act, stopping the next big pensions scandal and how savings ‘sidecars’ could help address financial vulnerability

Feb 25, 2021

In an exclusive interview with Money & Markets, pensions minister Guy Opperman discusses the key elements of the Pension Schemes Act and how it will aim to make people’s pensions ‘safer, better and greener’.

He discusses new rules designed to punish bosses who neglect their responsibilities to pension scheme members and protect people from scams, the future of ‘pensions dashboards’ and why ESG investing is at the top of the Government’s agenda.

He also talks about the future of Government pensions policy and why savings ‘sidecars’ could help address financial vulnerability in a post-lockdown world.


Election tension triggers wild market swings, new financial support measures for latest lockdown, and Buffett disciple gives inside track on trust setback and new global fund plan

Nov 04, 2020

This week’s podcast looks at how markets reacted as the voting results started rolling in for the US Presidential election and how many investors were caught off guard. It also discusses how many UK investors have suffered from not having a large exposure to US stocks in recent years.

Laith outlines the financial support initiatives for individuals and businesses as England goes back into lockdown.

And Dan talks to Keith Ashworth-Lord about why the Buffettology small cap investment trust failed to get off the ground, why he doesn’t copy Warren Buffett’s every move, and how overseas markets will be the focus for another fund launch.


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

Mar 12, 2020

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


Budget special: what it means for your money, the stocks that jumped, and why companies could be pleased at the tax changes

Mar 03, 2021

Danni Hewson makes her debut as the new co-host of the podcast and joins Dan and Tom to analyse the key points from Rishi Sunak’s 2021 Budget.

They discuss the key points relevant to savers and investors, such as the state of play with pensions and ISAs, as well as the new green savings bond being planned by the NS&I.

Danni looks at the economic forecasts for the UK, while Dan gets stuck into the impact of tax cuts for companies on investing in equipment and why this could be good news.

You can also discover the stocks that moved the most on the Budget and why changes to corporation tax may not be as bad as feared.

Finally, Tom considers all the bits that were predicted to happen yet didn’t crop up in the Budget.

Presented by Danni Hewson, Dan Coatsworth and Tom Selby of AJ Bell


Bond yields causing trouble, AJ Bell CEO on the surge in share dealing interest, and why the SPAC craze could be headed for the UK market

Mar 05, 2021

This week’s podcast explores why stock markets are being troubled by rising bond yields, and how inflation expectations are causing a sell-off in tech stocks.

Danni Hewson considers the ethical issues clouding Boohoo and why investors should be paying close attention to the oil price.

AJ Bell’s chief executive Andy Bell is this week’s special guest where he discusses the rise in popularity for share dealing and whether people flocking to trade GameStop shares could become long-term investors. He chats about the rise of free investment apps and what goes on behind the scenes when you buy a share.

Dan Coatsworth examines potential changes to UK stock market listing rules and how the proposals have already convinced Deliveroo to choose the London Stock Exchange as the home for its shares.

The knock-on effect of any listing rule changes is that London market could finally get its share of the action for SPACS – in-demand investment vehicles on a mission to buy companies.


Surviving the tech sell-off, teaching money in schools and getting clever with cash ISAs

Mar 11, 2021

This week’s episode chats about the big stimulus cheques being sent to US households and how that money might be spent on investing.

 

Rosanna Burcheri from Artemis Global Select fund and William De Gale from Bluebox Technology fund talk about the recent sell-off in tech stocks, what to think about if you’ve been affected, and why they think parts of the tech space still hold considerable appeal.

Danni Hewson looks at progress made with teaching school children about managing money and how some people could be losing out by not seeking better rates on their cash savings.

Dan Coatsworth chats about the latest financial results from Domino’s Pizza, ITV and Foxtons, and there is also a look at Restaurant Group’s big fundraise.


Missing out on IPO gains, AstraZenena’s falling share price, growing demand to be a Cake Box franchisee and green investing with TRIG

Mar 18, 2021

In this week’s podcast: how retail investors often miss out on big first day gains with IPOs.

Find out what investors think about AstraZeneca’s vaccine roll-out being halted in parts of the world and why its shares were falling months before this incident.

Dan Coatsworth examines Greggs’ latest results and chats with Cake Box CEO Sukh Chamdal about growing demand to be a franchisee.

Danni Hewson talks about the return of 95% mortgages while Tom Sieber weighs up the state of the housebuilding sector. Jenny Owen is also on the show with a bizarre story about fridge magnets that detect new mortgage deals.

Don’t miss Danni talking to Helen Mahy from The Renewables Infrastructure Group about all things green. And there’s some good news for people who’ve been paying too much on their energy bills


Missing out on IPO gains, AstraZeneca's falling share price, growing demand to be a Cake Box franchisee and green investing with TRIG

Mar 18, 2021

In this week’s podcast: how retail investors often miss out on big first day gains with IPOs.

Find out what investors think about AstraZeneca’s vaccine roll-out being halted in parts of the world and why its shares were falling months before this incident.

Dan Coatsworth examines Greggs’ latest results and chats with Cake Box CEO Sukh Chamdal about growing demand to be a franchisee.

Danni Hewson talks about the return of 95% mortgages while Tom Sieber weighs up the state of the housebuilding sector. Jenny Owen is also on the show with a bizarre story about fridge magnets that detect new mortgage deals.

Don’t miss Danni talking to Helen Mahy from The Renewables Infrastructure Group about all things green. And there’s some good news for people who’ve been paying too much on their energy bills


Everything you need to know about ISAs, big change at Scottish Mortgage and a warning for young investors

Mar 25, 2021

It’s an ISA special with lots of useful information to help you get the most from your investments and not lose out to the taxman.

The podcast also chats about what a change in manager means for investors in popular investment trust Scottish Mortgage, and why the regulator is concerned about young investors not understanding the risks of buying shares and cryptocurrencies.

[4.03] What is an ISA?

[8.30] Tax benefits of ISAs

[12.45] Using an ISA to get on the housing ladder

[15.20] When to use a Cash ISA or a Stocks & Shares ISA

[18.20] Top ISA tips

[20.45] Most popular stocks, funds and investment trusts held in an ISA

[26.40] Using an ISA to invest for children

[29.30] Listener questions about ISAs

[40.00] Strange money story of the week


Deliveroo flop, doubling money on Royal Mail shares and helping younger people get into investing

Apr 01, 2021

This week’s podcast looks at why Deliveroo’s stock market debut didn’t go to plan. It also examines how stock markets performed around the world in the first quarter of 2021.

Temple Bar Investment Trust fund manager Ian Lance discusses why Royal Mail’s shares have soared since November and why he’s backing BP despite growing investor opposition to oil producers.

Tom Selby answers a listener’s question on pensions, and he talks to Iona Bain about how she is helping younger people to better understand investing.

The podcast also looks at ways to claim money for working from home and Jenny Owen explains why certain pandemic-era memorabilia could be worth a lot of money in the future.


The FTSE 250’s spring surge, pension pitfalls to watch when taking a tax free chunk and Deliveroo’s less floppy retail debut.

Apr 08, 2021

This week’s podcast looks at the record gains in the UK’s second tier index as another phase of lockdown nears it’s end.  It also examines how Deliveroo’s retail investors fared when they finally got the chance to trade their shares.    

Tom Selby explains what you need to look out for if you’re planning to take a tax free sum from your pension pot and Tom Sieber gives his tips on how to spring clean your portfolio. 

Jessica Ayres, a financial adviser with Timothy James & Partners Explains why women in particular need to get to grips with their finances if it looks like divorce is on the cards. 

And Jenny Owen’s back with tips on turning your old toys into significant amounts of cash.


Retail reopening, attractions of family-run businesses and return of Mark Barnett

Apr 15, 2021

This week’s podcast looks at the challenges facing retailers as shops reopen in England. Danni Hewson talks about the likes of JD Sports and Primark’s owner Associated British Foods, together with a look at how Tesco has fared during the pandemic.

Joe Bauernfreund from AVI Global Trust joins the show to talk about the attractions of family-run businesses from an investment perspective.

Dan Coatsworth discusses the return of former star fund manager Mark Barnett and he chats with Laith Khalaf about the FTSE 250 index of UK companies hitting a new record high.

Laith also dives into the world of closet trackers, namely funds where managers aren’t really adding much value despite being paid an annual fee.

Finally, Jenny Owen talks about a surreal money-related story involving beer and robots.


Market madness, housing bubbles and why AI investing is not just about Robots

Apr 22, 2021

This week’s podcast looks at the highs and lows of the FTSE 100 as it finally scrambled over the 7,000 mark but fell back after just a day.  Danni Hewson considers why 3.9million is a disappointing number for Netflix when it comes to new subscribers and discusses the pitfalls of an overheating heating housing market with Dan Coatsworth

Richard Marwood from Royal London Asset Management shares some tips with Dan about where to find income on the UK stock market.

And Laith Khalaf chats to Chris Ford, who runs the Sanlam Artificial Intelligence fund.  They discuss why investing in AI isn’t all about the rise of the robots or tech companies in fact lots of industries are adopting it to make themselves more efficient. 


Big companies’ big earnings, the Post Office’s new banking pilot and an Asian investment trust superstar

Apr 30, 2021

It’s a massive week for big companies reporting their latest earnings. This week’s podcast drills into the numbers from Tesla, Microsoft, Google, Lloyds and HSBC.

Dan Coatsworth talks to Hugh Young about how Aberdeen Standard Asia Focus has become the second-best performing investment trust since ISAs were launched in 1999.

Tom Selby explains the tax rules on pension withdrawals, while Danni Hewson explores the Post Office’s role in providing much-needed banking services to communities.

Finally, Jenny Owen considers whether Aberdeen Standard’s decision to rebrand to Abrdn is a mistake or a stroke of genius.


Pushing back minimum retirement age, dealing with fraudsters, companies with pricing power, and making money from trainers

May 06, 2021

If you’re approaching retirement, this week’s podcast is essential listening. Tom Selby explains a proposal by the financial regulator to make people obtain guidance before accessing their pension.

Tom also explores proposals to push back the minimum retirement age from 55 from 57, and he looks at how the end of the furlough scheme could see more people over 55 consider dipping into their retirement savings earlier than planned.

The founder of the money saving website “Be Clever With Your Cash” Andy Webb joins us to discuss why high street banks are ditching cash incentives designed to get people to switch and how to the pandemic has seen more of us embrace the virtual world when it comes to our money.

Danni Hewson chats about the ongoing shortage in computer chips and Dan Coatsworth considers the factors troubling investors in the past week. He also debates the type of company which should come out on top as inflation accelerates, exploring the concept of pricing power.

And if you wondered why trainers have become so collectable, Jenny Owen looks at how Ebay is getting more involved in this market.


Why inflation fears matter, reopening winners, retailers’ share prices soar and social care funding disappointment

May 14, 2021

Dan Coatsworth explains how rising inflation effects everyday life and why it spells trouble for global stock markets. He also talks to Danni Hewson about the big share price rally in retail companies including Greggs, Card Factory and The Works, and the pair also chat about ways that retailers are trying to reinvent themselves such as Pret opening concessions inside supermarkets.

Tineke Frikkee from Waverton gives her view on the structural changes we’re seeing following the pandemic and the companies that might prosper.

The podcast also features Tom Selby talking to Mike Padgham from the Independent Care Group about news in the Queen’s Speech to bring forward social care funding reform.

Rounding off this episode is a look at new shocking figures on scams.


Crypto volatility, small cap surges and why ESG investing isn’t a trade-off between value and returns

May 20, 2021

This week’s podcast looks at the volatility of crypto currencies, why oil prices are impacting markets and multi-billion-dollar streaming deals.  Dan Coatsworth assesses how UK airlines are coping as some holidaymakers jet off for the first time and the confusion about what exactly an amber light really means.

As more and more companies are screening investments based on sustainable criteria Danni Hewson chats to Kate Rogers Head of Sustainability at Cazenove Capital and Katherine Davidson Fund Manager of the Global Sustainable Growth Fund – both part of the Schroders group about why they believe investors aren’t having to make a trade-off between values and returns.

And Dan Coatsworth catches up with Gervais Williams from Miton Microcap Trust who explains why shares in UK small cap companies have surged this year and discusses three of his favourite stocks.


The big reopening: how travel operators, pubs and car sellers are coping

May 27, 2021

This week’s podcast talks to the heads of three companies in the travel, pub and retail sectors.

We chat with Julia Lo Bue-Said from Advantage Travel Partnership on how the travel industry is faring under the new traffic light system.

Patrick Dardis from Young’s gives his view on a potential blockbuster summer for UK pubs.

And Daksh Gupta from Marshall Motors explains how used car prices are going through the roof.

We also talk about Marks & Spencer’s latest results and the big wave of takeovers.


Oil and gold prices surge, the nagging questions behind the housing boom and pensions corner returns

Jun 03, 2021

This week’s podcast, featuring AJ Bell’s Tom Selby and Jenny Owen and Tom Sieber from Shares, looks at the recent rally in gold and oil prices, what’s happening in the housing market and whether there should be more choice in workplace pension schemes.

Amid talk of a commodities supercycle Dan Coatsworth interviews Mark Smith from Amati Strategic Metals about the mining sector and the outlook for different metals.

There’s a return for pensions corner and we talk about whether investors should care if the chairman and CEO of a company is the same person after recent speculation over whether JD Sports executive chairman Peter Cowgill might step down.


Global tax changes, investor activism and why financial stocks are back in vogue

Jun 11, 2021

This week’s podcast looks at how markets have reacted to big plans from the G7 to change global taxation and another crypto bounce as Bitcoin becomes legal tender in Venezuela.  Danni Hewson also digs through Andy Haldane’s assessment that the UK housing market is “on fire” and Dan Coatsworth mulls over the current spate of investor activism.

We get the low down from George Barrow, co-manager of the Polar Global Financials Trust on why financial stocks have been making a bit of a comeback and what investors should be looking out for.

Plus, with UK holidaymakers seemingly stuck at home for another summer what will it mean for Leisure stocks and how are airlines coping since Portugal came off the green list?


Why inflation matters, UK football’s troubling finances and investing in overseas markets

Jun 17, 2021

Inflation is all the rage, so this week’s podcast looks at the factors driving up the cost of living.

Dan Coatsworth explore why wages could soon be going up and Danni Hewson looks at the companies in the firing line over big bonuses.

The podcast discusses the state of UK football’s finances and digests the latest news from Boohoo and Ashtead.

If you’re interested in investing in overseas markets then do not miss this week’s guest interview with Nicole Vettise from Franklin Templeton as she talks opportunities in Asia, ways to play the electric vehicle boom and why Alibaba’s multi-billion-dollar fine might not be a reason to panic.

Jenny Owen also looks at why cow poo is playing a major role in the rise of cryptocurrencies.


Levelling Up, a supermarket treat and what’s changed 5 years after the Brexit vote.

Jun 25, 2021

This week’s podcast looks at why markets are still jittery about inflation, Dan Coatsworth digs into a series of announcements from central banks and the latest economic data to assess exactly where things stand and how investors are responding.  We examine why British supermarkets have been a big temptation for private equity following a bid for Morrisons which saw its shares jump.  Will it become the big prize in a bidding war and are our supermarkets undervalued like many UK equities seem to be.

5 years on from the Brexit vote we catch up with AJ Bell’s head of active portfolios Ryan Hughes who gives us the low down on what’s changed, what hasn’t and what’s going on with businesses sentiment and foreign investment.   Danni Hewson chats with Henri Murison, director of the northern powerhouse partnership.  Brexit played a big part in Boris Johnson’s “red wall” victories but what’s going up with the levelling up agenda and how will having the new UK infrastructure bank based in Leeds change things.

Plus Tom Selby digs into all that pension speculation.  Is the triple lock in jeopardy, will the Treasury make changes to pension tax relief or the lifetime allowance or is it all just so much hot air? And Jenny Owen’s looking at numismatics as the Royal Mint celebrates the Tokyo Olympics with a new 50 pence piece.


Green list but no green light for travel, pension nudges and your pot plus are bonds in or out of fashion.

Jul 01, 2021

This week’s podcast assesses why the green list isn’t a green light for travel and looks at the impact of Joe Biden’s big infrastructure deal on markets.  Tom Selby checks out why government nudges to get more people getting guidance on their pensions could impact people accessing or transferring their pots.

With equities still flying high bonds have been feeling unloved but are they really out of favour with investors?  Dan Coatsworth has been talking to Rhys Davies from Invesco about whether they’re still a good bet for a long-term investment portfolio.

As the FCA bans crypto firm Binance from carrying out regulated activities in the UK we catch up with Ruffer investment director Duncan MacInnes to get his take on investing in Bitcoin.

And is taking out life insurance really a “pact with death”? We chat through some comments made on social media that’s got some people rather hot under the collar and ask what should people consider before buying a policy.


Green list but no green light for travel, pension nudges and your pot, plus are bonds in or out of fashion.

Jul 01, 2021

This week’s podcast assesses why the green list isn’t a green light for travel and looks at the impact of Joe Biden’s big infrastructure deal on markets.  Tom Selby checks out why government nudges to get more people getting guidance on their pensions could impact people accessing or transferring their pots.

With equities still flying high bonds have been feeling unloved but are they really out of favour with investors?  Dan Coatsworth has been talking to Rhys Davies from Invesco about whether they’re still a good bet for a long-term investment portfolio.

As the FCA bans crypto firm Binance from carrying out regulated activities in the UK we catch up with Ruffer investment director Duncan MacInnes to get his take on investing in Bitcoin.

And is taking out life insurance really a “pact with death”? We chat through some comments made on social media that’s got some people rather hot under the collar and ask what should people consider before buying a policy.


Property special: housing market frenzy, top mortgage deals, Tritax’s warehouse boom and the future of property funds

Jul 09, 2021

This week we have a special edition of the Money & Markets podcast looking at the world of property.

Danni Hewson talks to consultant Alex Goldstein about the explosion in house prices, and Laith Khalaf asks David Hollingworth from London & Country for tips on getting a mortgage.

Dan Coatsworth interviews James Dunlop from Tritax on why warehouses have become prime real estate thanks to the surge in online shopping.

Ryan Hughes dives into the world of property funds and explains why recent fund suspensions don’t spell the end of investing in this space.

The podcast also debates why Morrisons has become a major takeover target and why oil prices are trading at their highest levels since 2014.


Big wobbles, big banks and ten years of Lifestrategy funds

Jul 16, 2021

This week podcast looks at what was behind the recent global market slump and how rising inflation on both sides of the Atlantic might change the game going forward.  Danni Hewson assess whether the mask wearing conundrum might have a detrimental impact on retail and hospitality businesses and we also dig into how so-called “Freedom Day” has been impacting share prices across the board.

It’s earning season the sequel and big banks are, as ever, amongst the first to report and whilst earnings growth reported so far has been stellar as expected some US banks have seen big falls in revenues.  Meanwhile with the Bank of England has given the green light to UK banks to start paying out dividends once again we look at how well the sector has coped now economic recovery is underway.

Laith Khalaf is back to talk us through those Lifestrategy funds and finding out why they’ve performed so well over the last decade and what the next years might have in store. Plus, Dan Coatsworth chats to Kartik Kumar, the man behind investment trust Artemis Alpha about how he chooses which stocks to invest in and getting the low down on two that he’s particularly interested in right now.


Stagflation haunts the markets, the outlook for gold, lasting power of attorney overhaul and Olympics treasures

Jul 23, 2021

This week’s podcast explains the reasons why stock markets have taken another hit.

Dan Coatsworth debates the perils of stagflation, the companies with supply chain disruption and margin pressures, and why strong Q2 numbers may not be enough to push up share prices.

We may be enjoying the summer sun, but Danni Hewson explains why you might need to plan ahead with your Christmas Day meal.

Nitesh Shah from WisdomTree joins the show to chat about why the gold price isn’t behaving as one might expect, and Dan talks to Mark Manduca from XPO Logistics about the challenges facing companies as they seek to move goods from A to B.

Lisa Webster from AJ Bell explains new plans to overhaul the power of attorney system, while Danni looks at the latest issues facing women’s state pension campaigners.

Finally, Jenny Owen looks at the Olympics memorabilia that sells for thousands of pounds.


Tech giants, China’s regulatory muscle flex and the best way to save for kids.

Jul 30, 2021

This week podcast looks at why some astonishing earnings figures from three American tech giants hasn’t delighted all investors and Dan Coatsworth digs into huge market falls in shares of Chinese companies listed on US markets and asks if Beijing has more muscles to flex and how that could impact investors.

Danni Hewson chats to Ged Futter from the retail consultancy GSCOP about rising prices and how companies like Reckit Benckiser will be looking to pass those onto consumers, plus he gives us his take on the deal on the table for Morrisons which hasn’t gone down well with the supermarket’s biggest shareholder.

We hear from Tom Wildgoose from Nomura about investing in Google and $13 billion dialysis group DaVita and Tom Selby is back with another pensions corner. This week’s listener question is focused on the best way to build up a savings pot for your children.


The fund manager who got out before China sell-off, a defence company with a hidden jewel, and the junior bankers’ struggle for a big payday

Aug 06, 2021

This week’s podcast features Simon Edelsten from Mid Wynd Investment Trust on the sell-off in Chinese shares and why he decided to dump most of his Chinese holdings earlier this year.

Dan Coatsworth explores how the FTSE 250 index of UK companies is trading at a new record high, and he dives into the latest results from Greggs and Domino’s Pizza.

Stuart Widdowson from Odyssean Investment Trust talks about a fascinating company in the defence sector which is doing something very smart that a lot of people haven’t cottoned on to.

Laura Suter is back on the podcast and she talks about junior bankers being forced to work long hours in the pursuit of big paydays. She also reveals the serious amount of cash stuffed down the back of people’s sofas

Finally, Jenny Owen talks about film-related memorabilia that’s worth a lot of money. So, if you’ve got some Ghostbusters or Star Trek stuff in the attic, don’t miss this podcast.


Takeover fever, an inflation warning for cash savers and tips for the DIY investor from AJ Bell’s big boss

Aug 12, 2021

This week’s podcast takes a look at some of the skirmishes underway to snap up UK companies including Big Tobacco’s bid to get in on the wellness trade. 

Laura Suter checks out the latest US inflation figures and gives cash savers tips on how to beat the inflationary heat.

Dan Coatsworth chats to AJ Bell Chief Executive Andy Bell about investing for the first time and his tips for young risk takers.  We’ve also got copies of his new book to giveaway.

Plus, Danni Hewson and Jenny Owen on the surge in used car sales and the Mona Lisa of stamps.


Defence sector sees M&A action, rising prices impact retailers and warnings about “Smishing” fraud

Aug 19, 2021

This week’s podcast looks into bids for two defence giants which are attracting government attention.  Private equity owned Cobham targets Ultra Electronics and US based Transdigm’s been told to put up or shut up when it comes to its interest in Meggit.   Tom Sieber’s in the hotseat to talk about the FTSE 250 as many of the firms being targeted for takeover are mid-caps which may make financing deals easier for firms doing the buying. 

With retail the main focus for US markets this week as a whole host of big retailers report their latest earnings, Danni Hewson has been picking through some of the winners and losers.  She’s also been chatting to Catherine Shuttleworth, CEO of Savvy Marketing about the state of retail in the UK and how shipping snarl ups and rising costs could impact the sector in the run up to Christmas.

Plus, fraudsters focus on “smishing” – text message scams aimed at getting you to share your financial details.  We chat about what to look out for and how to avoid getting stung.  Plus Jenny Owen’s got wedding fever and explains how old cake is pulling in big money.


Bitcoin bandwagon, billion-pound bids and bumper pensioner payrises

Aug 27, 2021

On this week’s episode Laith Khalaf looks at rumours of a £7bn bid for another supermarket and what’s behind the sell-off in mining stocks, as well as giving an update on the latest supply chain issues hitting companies.

We will also be talking about how PayPal has jumped on the cryptocurrency bandwagon and Laura Suter will be looking at whether the stamp duty holiday really was the reason behind soaring house prices so far this year. We’ve got Georgia Stewart at Tumelo talking about how investors can assess what’s in their fund portfolios from an ESG point of view and how to hold fund managers to account.

Plus, Tom Selby is on to talk about the bumper 9% payrise pensioners could be getting next year – and how young people feel about that prospect, while Jenny Owen reveals how one item lying around in your car glove box could land you a £1,600 windfall.


Outlook for stocks, changes to contactless cards, and the rise of thematic funds

Sep 02, 2021

AJ Bell Investment Director Russ Mould explains why US stocks are riding high after an important meeting of central bankers, and what could move markets going forward.

Dan Coatsworth examines UK stocks that have done well this summer and discusses the latest news on WH Smith and Blue Prism.

Laura Suter chats about the dangers of freely tapping your debit card in pubs and shops, and she debates why Britain faces a £371 billion savings shortfall.

There is also a section on thematic funds including the launch of a new product that provides exposure to companies helping to make people’s lives healthier.


The costly care conundrum, new term new workplace rules and why the Bank of England’s turned to the Beano for help

Sep 09, 2021

On this week’s edition of the Money and Markets podcast Tom Selby looks at the small print of government plans to hike national insurance to pay for care costs.  He takes a look at how much we’ll all be paying, if the cash raised will be enough to do the job and whether a cap on costs will mean people won’t need to sell their homes to pay for what they need in later life.  He also looks into a rise in dividend tax and why making sure you’re using appropriate tax wrappers is crucial.

Dan Coatsworth looks into US market wobbles after disappointing jobs figures and assess why bad news was actually seen as good news by some investors.  He also takes a look at the latest updates from two household names both of which have put supply issues front and centre. Dunelm and Halfords seem to be experiencing diverging fortunes when it comes to dealing with stock and adults hoping Santa might leave a bike under the tree this Christmas might be disappointed.

As the new school term gets underway many workers are making their first trip back to the office for months, but with more and more companies saying they’re planning to adopt a hybrid practice Danni Hewson chats with leadership supremo Jo Owen about his new book “Smart Work: The Ultimate Handbook for Remote and Hybrid Teams” and asks what he thinks are the positives and pitfalls companies should be considering and where investors might find opportunities as businesses adapt. 

Plus, there's a lot of work being done outside of the classroom to help more children understand money and financial literacy. To that end the Bank of England has teamed up with children's comic favourite Beano and Laura Suter chats to Andrew Hebden, head of outreach and education for the bank, about how the project came about.


Inflation spikes, pandemic personal finances divide and the world’s most expensive beach hut

Sep 16, 2021

It’s a record-breaking week on the podcast, as Laura Suter and Danni Hewson talk about this week’s largest ever jump in inflation and look at how markets reacted to the news that prices are rising. We also look at all the companies suffering supply chain issues, why the travel sector has been hit again and what this week’s record-breaking jobs news means for us all.

On this week is Tom Selby in Pensions Corner, talking about the perils of cashing in your pensions in one go, while Dan Coatsworth has an interview with small cap specialist Richard Penny about the stocks piquing his interest. We also look at how the pandemic has exacerbated the wealth gap in the UK, and finally,

Jenny Owen is back with a record breaking price for a beach hut in Money Madness.


Why problems with China’s Evergrande matter to investors worldwide, dealing with higher energy costs, big news from Netflix and a new bank account paying 5% interest

Sep 24, 2021

Dan Coatsworth explains in simple terms why troubles at Evergrande – one of China’s biggest property developers – matter to investors in the UK and around the world.

Laura Suter looks at the reasons behind the big spike in energy prices and what to do if your energy provider goes bust.

Richard Penny from Crux Asset Management gives his views of what might happen with stock markets in 2022.

Netflix has bought the rights to Roald Dahl books and Dan explains why this is a very important move by the streaming TV provider. Dan also reveals why shares in British Airways’ owner have shot up by 25% in just five days.

Laura looks at the launch of Chase’s first retail bank account in the UK and why it is different to other accounts on the market.

And Jenny Owen is on the show to talk prime real estate – she’s spotted an island for sale for £50,000.


Queues at the pumps, the winners and losers of the UK’s ongoing energy crisis and taking stock of ethical investing

Sep 30, 2021

On this week’s money and market’s podcast Dan Coatsworth takes a look at what’s behind the UK’s petrol shortages and the rising cost of energy which has already brought a number of small suppliers to their knees.  Inflation concerns have been causing jitters on markets and some investors seem to be considering their portfolios after a sell off of some fast growth companies and a surge in bond yields.

Danni Hewson has been digging through the latest update from retail class “swot” Next which has raised its profits guidance for a fourth time this year.  But despite being at the forefront of the move to “hybrid” retail Next’s not immune to current supply issues and has warned that prices are rising and also says its worried about finding enough labour to keep its slick delivery operation working smoothly.

A J Bell’s head of investment analysis Laith Khalaf has been assessing the growing part ethics is playing in investor decision making ahead of “Good Money Week” which aims to raise awareness of ethical finance. He’s got the low down on how those funds have performed and exactly how much “greenwashing” goes on when companies lay out their ESG credentials.

Plus, the new number aimed at preventing fraud and as the latest Bond film makes its long-awaited debut, we look at how cinemas are recovering, and Dan’s got some crazy stats from 007’s world.


October’s onslaught of cuts, rising gas prices and one London landlord’s recovery from the pandemic

Oct 07, 2021

This week we discuss all the changes that October is bringing, as the Government winds up much of its financial support for the pandemic, from furlough to the stamp duty holiday.

We also look at the impact rising gas prices are having on businesses, as well as the latest supply chain problems companies are encountering.

Danni Hewson is chatting to the head of a London property empire, Brian Bickell of Shaftesbury, about emerging from lockdown and the impact it’s had on his business. We also look at why you need to raid your piggy banks for old notes and an intriguing offer of free food and money for students. Finally, we are talking about the impact the social media outage of 2021 had on us, and on markets.


How much food and bills could go up in 2022, the real cost of retirement and THG’s share price collapse

Oct 15, 2021

Laura Suter puts some numbers on how rising costs are affecting everyday life. She also gives some tips on how to put some controls on a contactless debit card to avoid reckless spending.

Tom Selby chats about a new study that considers the amount of money someone might need in retirement. He’s also back with another round of ‘pensions corner’, answering a listener’s question.

Dan Coatsworth discusses the big sell-off in THG and ASOS shares and why the recovery in Chinese equities has hit a new bump in the road.

He also talks to Charles Glasse from Waverton Asset Management about investment opportunities in European infrastructure and retail companies.

Finally, if you’ve ever wondered about the value of old statues in people’s gardens, you’ll definitely want to hear what Jenny Owen has to say on this week’s podcast.


Bank results, rate rise expectations and Netflix Korean cult hit

Oct 22, 2021

On this week’s edition of the money and markets podcast, Danni Hewson and Tom Sieber asses the winners and losers of earnings season to date and consider whether UK banks will perform as well as their cousins in the US. 

AJ Bell’s Head of Investment Analysis, Laith Khalaf looks at the latest inflation figures which might have bought the Bank of England some breathing space despite odds of an interest rate rise next month now being actively priced in by investors. 

The team look ahead to next week’s budget with much of the detail already in the public domain, what else might the Chancellor have up his sleeve? 

Laura Suter chats to Robin Powell who is a big fan of passive investing and has just written a book called Invest Your Way to Financial Freedom: A Simple Guide to Everything You Need to Know, which aims to get more young people into investing.

Plus, how a Korean cult TV programme called “Squid Games” helped put Netflix back on track when it comes to subscriber numbers.