Presented by Laura Suter, AJ Bell’s Director of Personal Finance; Daniel Coatsworth, editor in chief at AJ Bell; and Danni Hewson, AJ Bell's Head of Financial Analysis, the AJ Bell Money & Markets podcast is the easy way to stay up to speed with the investing world.
Featuring regular contributions from the Shares team as well as a range of other AJ Bell experts and other special guests from the financial markets, the podcast is released on a weekly basis.
You can download and subscribe to AJ Bell Money & Markets for free by visiting the Apple iTunes Podcast Store or Spotify and searching for “AJ Bell”. It's also available on Podbean. Or you can go ahead and listen to each episode below.
Nvidia splashes the cash, Greggs opens a pub, and alternative ways to pay for university
The AJ Bell team talk markets, stocks, Lifetime ISAs, insurance, property and investing in this episode of the Money & Markets podcast.
Find out why Nvidia is investing billions of dollars in two companies. [1:00]. Dan Coatsworth reveals the key reason why shares in B&Q-owner Kingfisher went wild, and it’s not down to a new DIY boom. [3:28]
Greggs is opening a pub – is that bad news for Wetherspoons or just a marketing trick? Dan gives his thoughts. [5:30]
Consumer research group Which? says enough is enough with regards to how home and travel insurance providers are treating customers. Charlene Young explores this ‘super-compliant’ and what you can do if your insurer has treated you unfairly. [8:15]
The new intake of university students is settling into their new life, but there is a big cost of higher education. Dan chats about a growing trend for parents to help reduce the burden of debt on their children. [12:35]
Have you always dreamed of owning a bungalow? You’re not alone. Charlene talks about a shortage of bungalows in the UK and why both older and younger people want more of them built. [20:10
New figures reinforce widespread calls to reform the Lifetime ISA. Charlene explains all. [24:42]
Our special guest is Isaac Thong, portfolio manager of the Aberdeen Asian Income Fund. Danni Hewson talks to Isaac about why more investors are looking at this part of the world. [29:25]
Nvidia splashes the cash, Greggs opens a pub, and alternative ways to pay for university
The AJ Bell team talk markets, stocks, Lifetime ISAs, insurance, property and investing in this episode of the Money & Markets podcast.
Find out why Nvidia is investing billions of dollars in two companies. [1:00]. Dan Coatsworth reveals the key reason why shares in B&Q-owner Kingfisher went wild, and it’s not down to a new DIY boom. [3:28]
Greggs is opening a pub – is that bad news for Wetherspoons or just a marketing trick? Dan gives his thoughts. [5:30]
Consumer research group Which? says enough is enough with regards to how home and travel insurance providers are treating customers. Charlene Young explores this ‘super-compliant’ and what you can do if your insurer has treated you unfairly. [8:15]
The new intake of university students is settling into their new life, but there is a big cost of higher education. Dan chats about a growing trend for parents to help reduce the burden of debt on their children. [12:35]
Have you always dreamed of owning a bungalow? You’re not alone. Charlene talks about a shortage of bungalows in the UK and why both older and younger people want more of them built. [20:10
New figures reinforce widespread calls to reform the Lifetime ISA. Charlene explains all. [24:42]
Our special guest is Isaac Thong, portfolio manager of the Aberdeen Asian Income Fund. Danni Hewson talks to Isaac about why more investors are looking at this part of the world. [29:25]
Deep Dive #5: Does Rachel Reeves have a bond market problem?
It’s three years since the Truss/Kwarteng mini-budget which sent the bond market into meltdown. In this Deep Dive we’ll be looking into the nitty gritty of bonds while also discussing the big picture and asking why UK bond yields are so high, and what effect that may have on the budget in November.
(02:10) Laith and Danni are joined by Ian Aylward, head of investment partnerships at AJ Bell, to discuss what bonds are and what factors affect prices.
(17:39) Laith talks to Rupert Harrison, senior adviser at PIMCO and formerly Chief of Staff to George Osborne when he was Chancellor. Rupert gives his views on what is driving higher UK government borrowing costs and what the bond market wants from Rachel Reeves in the forthcoming budget.
(41:52) Ian, Laith and Danni talk about why people invest in bonds, and discuss the bond funds that are available to investors.
(53:13) Laith talks to Alex Ralph, fund manager of the Nedgroup Global Strategic Bond fund, about how she picks bonds and how she sees the market right now.
Deep Dive #5: Does Rachel Reeves have a bond market problem?
It’s three years since the Truss/Kwarteng mini-budget which sent the bond market into meltdown. In this Deep Dive we’ll be looking into the nitty gritty of bonds while also discussing the big picture and asking why UK bond yields are so high, and what effect that may have on the budget in November.
(02:10) Laith and Danni are joined by Ian Aylward, head of investment partnerships at AJ Bell, to discuss what bonds are and what factors affect prices.
(17:39) Laith talks to Rupert Harrison, senior adviser at PIMCO and formerly Chief of Staff to George Osborne when he was Chancellor. Rupert gives his views on what is driving higher UK government borrowing costs and what the bond market wants from Rachel Reeves in the forthcoming budget.
(41:52) Ian, Laith and Danni talk about why people invest in bonds, and discuss the bond funds that are available to investors.
(53:13) Laith talks to Alex Ralph, fund manager of the Nedgroup Global Strategic Bond fund, about how she picks bonds and how she sees the market right now.
Interest rates, State Pension to rise, Alphabet joins $3 trillion club, Trump’s TikTok deal and where fund managers see value
In this week’s AJ Bell Money & Markets podcast, we look at the latest interest rate moves in the UK and US and what they mean for markets, savers and borrowers [01:25]. Also in markets news we’ll take a look at the US-UK investment story, and dip into news that Alphabet has joined the $3 trillion club [07:50] and Trump and TikTok deal that means it stays in the US [10:14]. We then turn to the state pension triple lock, as the latest wage figures play a crucial role in setting next year’s increase [13:09].
Sticking with pensions, Charlene Young and Laura Suter discuss a new move from the taxman on pension tax relief and what it could mean for those claiming extra relief [17:45]. Charlene also delves into new AJ Bell research on how people’s expectations for retirement compare with the reality of what retirees actually spend [21:55].
Later in the show, Dan Coatsworth speaks with Ben Preston from Orbis Global Equity Fund about why he has less invested in the US than a typical global fund, why he’s backing the UK, and his investment in Nintendo [28:20]. Dan also interviews Daniel Avigad from Lansdowne European Special Situations Fund about whether investors have missed the boat on Europe’s strong stock market performance and why the owner of Ray-Ban is catching his attention [39:04].
Interest rates, State Pension to rise, Alphabet joins $3 trillion club, Trump’s TikTok deal and where fund managers see value
In this week’s AJ Bell Money & Markets podcast, we look at the latest interest rate moves in the UK and US and what they mean for markets, savers and borrowers [01:25]. Also in markets news we’ll take a look at the US-UK investment story, and dip into news that Alphabet has joined the $3 trillion club [07:50] and Trump and TikTok deal that means it stays in the US [10:14]. We then turn to the state pension triple lock, as the latest wage figures play a crucial role in setting next year’s increase [13:09].
Sticking with pensions, Charlene Young and Laura Suter discuss a new move from the taxman on pension tax relief and what it could mean for those claiming extra relief [17:45]. Charlene also delves into new AJ Bell research on how people’s expectations for retirement compare with the reality of what retirees actually spend [21:55].
Later in the show, Dan Coatsworth speaks with Ben Preston from Orbis Global Equity Fund about why he has less invested in the US than a typical global fund, why he’s backing the UK, and his investment in Nintendo [28:20]. Dan also interviews Daniel Avigad from Lansdowne European Special Situations Fund about whether investors have missed the boat on Europe’s strong stock market performance and why the owner of Ray-Ban is catching his attention [39:04].