AJ Bell Money & Markets – Details, episodes & analysis

On this episode of the AJ Bell Money & Markets podcast, Danni Hewson and Charlene Young dig into the market meltdown that followed disappointing results from ‘Magnificent Seven’ club members Tesla and Alphabet.

They discuss the negative impact of electric vehicle production on Ford and Nissan and why GM is delaying its plans to build a green Buick.

Ryanair profits tumble as it cuts back on fare hikes, but EasyJet is ramping up for a record summer. Get the podcast team’s take on the airline sector.

Tom Sieber and Ian Conway from Shares magazine discuss moves by consumer goods giant Reckitt to sell off large parts of its business.

Dan Coatsworth chats to Sunil Krishnan from Aviva Investors about ‘reflation’ and how it impacts certain investments. We also get an update on AJ Bell funds from James Flintoft, Head of Investment Solutions at AJ Bell.

Also in the last episode before the summer break, Danni and Charlene discuss the return of the sub-4% mortgage and why more people have been using cash to budget.

With gold have just hit a new record high, don’t miss this week’s episode of the AJ Bell Money & Markets podcast where Dan Coatsworth talks to Rob Crayfourd from the Golden Prospect Precious Metals Fund. The pair discuss gold’s ascent and why there might be a big turning point for the gold mining sector on the horizon.

We’ve seen some big movements on the US and UK stock market over the past week linked to geopolitical issues, inflation and jobs data. Dan analyses the market reaction and what it means for investors.

This week’s episode features a great interview with James Lowen at JOHCM UK Equity Income about housebuilders, EasyJet and ITV.

Charlene Young chats about some of the key money-related bits in the King’s Speech and why AJ Bell is calling for major changes to ISAs to help simplify saving and investing.

Finally, if you’ve ever wondered about the value of luxury handbags and whether they’ve delivered a better return than stocks and shares, Charlene has fascinating insight into this market.

Dan Coatsworth and Charlene Young bring you this week’s episode of the AJ Bell Money & Markets podcast. We’re covering the latest takeover news, ask whether the pressure is piling on Nick Train at the Finsbury Growth and Income Trust and what is happening with the NatWest share deal.

Dan discusses how and why markets have taken a step back this week and gives us an insight into the upcoming FTSE quarterly reshuffle.

Charlene Young has the latest on the takeover situation for Royal Mail’s parent company and how markets aren’t quite as confident how it’ll clear the next hurdle of government approval.

Tom Selby, director of public policy at AJ Bell, discusses the triple-lock-plus pledge from the Conservatives and some worrying research highlighting the confusion around when exactly you might be able to claim your state pension.

Charlene asks Wealth Wizards’ chief executive Ben Hampton about joint FCA and Treasury proposals to get more people investing, namely what help do people want, when should they consider advice and what changes could consumers see as part of effort to close the so-called “advice gap”.

Martin Gamble and Tom Sieber also join us from Shares magazine to discuss big growth plans from AstraZeneca.

This week we’re delving into those BP results that have caused so much debate. Plus Russ Mould joins us to look at share buybacks and dividends across the FTSE 100, as the oil giant announced another round of buybacks and a hike to its dividend. 

Also this week, Laith Khalaf studies the figures from UK banks in the face of the cost of living crisis, following a wave of second-quarter results in the sector. Which leads us neatly onto some startling new data Laura Suter has about how households are coping financially with the cost of living crisis. We also look at the risk of recession in the US, after data showed the economy has shrunk again. 

Elsewhere, we’re talking about a big change the regulator has made to the way financial services work in the UK, with our pensions and regulation guru Tom Selby on to discuss what that means for investors.

And just a note that after this episode, the podcast will be on summer break until September. So we’ll see you in a month!

On this week’s Money and Markets podcast, Laura Suter and Danni Hewson discuss earnings season as it kicks into high gear. They sift through winners including McDonalds, Coca Cola and Unilever, and losers including Walmart – whose profit warning sent a shock through the US and UK retail sector. They also look at upcoming rate rises, which are forming an important backdrop to inflation-wary company outlooks.

Also this week, Ryan Hughes from AJ Bell’s investment team takes a look at why bond markets haven’t been performing well. Bonds aren’t necessarily the sexiest corner of investing – but with predictions of a potential recession mounting, and markets becoming more volatile, people might be seeking more safe-haven assets. 

Elsewhere, Laith Khalaf, our head of investment analysis, digs into an age-old question. During tricky market times is it better to invest with a human fund manager who makes stock picks for you, or a tracker that rides the market’s ups and downs?

Finally, Dan Coatsworth meets up with Jeremy Rogers from the Schroder BSC Social Impact Trust, set up two years ago with the goal of helping society and making money for investors. He asks where the trust is deploying its money, and what investors might expect from it in the future.

On this week’s Money and Markets, Dan Coatsworth and Danni Hewson brave the heat not only of the UK weather, but UK inflation too. With CPI coming in over expectation at 9.4%, they sum up how markets are reacting, and discuss where interest rates could sit by the end of the year. With rising costs causing issues for companies, they also dig into a new report showing a 66% increase in profit warnings from UK listed companies in the first half of 2022 – including Direct Line and Made.com.

Earnings season is in full swing, and inflation’s colouring everything from the big GSK spin-off Haleon to another dip in subscriber numbers for Netflix – though with its fall smaller than expected, investors were pleasantly surprised.

Also, employee pay is the only game in town – with warnings that a summer of discontent is on the cards, as more unions ballot on strike action. Plus, commercial property is meant to be one of the ultimate inflation-protected investments – meaning lots of investors might be thinking about diving into the market at the moment. Laura caught up with Roger Clarke, from property stock exchange IPSX, to see how the market has rebounded post pandemic and whether that inflation-protection is going to hold true in the coming year.

Potential returns on cash savings accounts are now much more interesting, so don’t miss this episode of the Money & Markets podcast to find out the best deals around.

Dan Coatsworth talks to Duncan MacInnes about how Ruffer Investment Company not only bucked the negative market trend in the first half of 2022 but also generated positive returns for investors.

MacInnes explains why he believes the bear market isn’t over yet and how gold is an ‘unreliable girlfriend’. 

Discover why falling commodity prices could mark the turning point in the inflation story, and how shares in the big mining companies have lost all the gains made earlier this year.

Rising energy costs are changing the way we spend money, and Laura Suter looks at the latest spending habits and what might come next.

This week Laura Suter and Danni Hewson bring you an update on the economic fallout from this week’s turmoil in Westminster, looking at various warnings from the Bank of England and the pound’s fall. We delve into what the new Chancellor might tackle in his economic update next week, after Nadhim Zahawi committed himself as a tax cutting chancellor.

In the markets news we’ve got the latest updates and rows from supermarkets, some positive news from food delivery companies JustEat and Grubhub and an update on US/China tariff war.

And Dan Coatsworth has been chatting to fund manager Laura Foll, who helps run Lowland, Henderson Opportunities Trust and Law Debenture investment trusts, all about the outlook for UK banks, which are much loved by many investors.

On this week’s Money & Markets podcast Dan Coatsworth and Danni Hewson take a look at what has been another bumpy week for markets with a commodities rally not able to deliver the big market comeback some investors had been rather hoping for.

They look at what’s behind the defence stock bounce, boosting the likes of BAE Systems and Rolls Royce and how utility companies like SSE have responded to Ofgem’s new distribution price control proposals. Plus, Dan is chatting to the Fund manager of Odyssean, one of the few investment trusts not to have lost a lot of money this year, and on the menu are Chemring, Videndum, Stabilus and Spire Healthcare. 

There is also a new boss for Whitbread, and we discuss why the battle for high street chemist Boots ended with it being taken off the market by US owner WBA, for now.  With a drop in scratch card sales, we also look at why the government’s green savings bond has flopped and Tom Selby brings us up to date on plans for the pension triple lock.

This week’s podcast has plenty of useful tips for managing your money, as well as important insight into what’s happening on stock markets and with cryptocurrencies.

Dan Coatsworth explains why Primark’s click and collect trial is important news for anyone owning shares in Associated British Foods.

He also explores the latest wave of takeovers on the UK stock market and why they aren’t necessarily reasons to be cheerful. Dan also reveals why one fund manager thinks now’s the time to sell shares in oil producer Shell.

Also, Laura Suter explains the latest developments in the buy now, pay later space, and discusses some of the most useful budgeting tools to help get your finances in shape.

Finally, Tom Selby is on the show to discuss the key points someone in their mid-60s should consider before dipping into their pension