Listen to our new Money & Markets podcast

Weekly discussions on everything investing from the teams at AJ Bell and Shares magazine

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

Co-presented by Laura Suter, AJ Bell’s Personal Finance Analyst, and Daniel Coatsworth, editor of Shares Magazine, 'AJ Bell Money & Markets' is the easy way to stay up to speed with the investing world.

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.

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
Thursday 19 Nov 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

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
Thursday 12 Nov 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

What Biden’s victory means for investors
Monday 09 Nov 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

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
Wednesday 04 Nov 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.

Interview special: Baroness Ros Altmann on why the UK is facing a long-term care crisis
Thursday 29 Oct 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.

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
Thursday 22 Oct 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

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?
Thursday 15 Oct 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

Companies that use data well, state pension age change, Boris’ latest leg-up for property buyers, and market see-saw on Trump debacle
Thursday 08 Oct 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

Behind the scenes of private equity, Asda takeover talk, different job support measures and new insight into pension withdrawal trends
Thursday 01 Oct 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

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
Thursday 24 Sep 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