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AJ Bell Money & Markets

Bumper fund manager interviews, strikes, British Steel and...it’s coming home?

02 Dec 2022

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This week Danni and Laura have got a bumper interviews episode, with lots of great fund managers on to talk about the year that's (almost) passed and the year ahead. Amid signs that inflation could be near its peak, Dan Coatsworth has been asking Lazard fund manager Steve Wreford, about whether investors need to worry about it next year and why high inflation could stay on the agenda for longer than you might think. In markets this week we look at why protests in China have caused markets to wobble, the latest strike action and the impact on companies, and Elon Musk's latest spat. We look at whether the excitement around England reaching the next stage will translate to business for pubs. And we've got a bit of pensions news, as the regulator has made a big announcement about British Steel Pensioners. Dan also chats to Alex Wright from Fidelity Special Values investment trust about his outlook for 2023 and why NatWest sits pride of place in his investment portfolio. And he caught up with Kirsty Desson from abrdn’s Global Smaller Companies Fund about how she’s coped with a difficult year for small caps. Finally, Laura has also been crunching some numbers on the ridiculous situations where you end up paying 99% tax -- or even more -- when you get a payrise.

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